Fortis Healthcare Limited CC-Feb26.pdf · 2026-02-16
First of all, congratulations for a good set of numbers. My questions are two. One is on ARPOB. So ARPOB is currently INR2.65 crores. I want to understand what is our target ARPOB maybe 1, 2 years down the line? Are we expecting any increase in it? Or are we expecting it to remain flat going forward? The second question is on the distribution of our revenue across the different EBITDA margin buckets that we have. So I have observed over a period of time that some hospitals are consistently under the less than 10% margin range. So are there any actions that we are planning there, either in terms of improvement or in terms of having them out of the system?
Thank you for the details. But just a follow -up question. So as you said, Jaipur is facing challenges and it is very difficult to correct those challenges. I understand Manesar has the potential to move up the ladder, but Jaipur has been in that bucket for a very long time. And why are we planning an expansion in a hospital wh ere there are challenges, too? And historically, we haven't been able to move it also? Is it because you believe that once scale comes, the margins would improve? Or is there something else that we're trying to do there?