Questions across 6 calls

Rahul Jeewani

IIFL Capital

Rainbow Childrens Medicare Limited

Rainbow Childrens Medicare Limited CC-Jun26.pdf · 2026-05-25

Yes, sir. Just a few clarifications again on the Indore hospital. So, sir, this incremental, let's say, 100-bed new pediatric unit which is being built, I'm assuming that the capex for that unit will be done by the partner. So, what would be Rainbow's investment if we have to do anything there? And if you can also talk about what kind of revenue sharing arrangement, we have with the partner?

Okay. So as of now, the arrangement is for the 200- bed existing multi-specialty hospital, you are just managing th e pediatric unit for them. And once you move to this new 100 unit, this would function as a normal leased hospital for you?

Rainbow Childrens Medicare Limited CC-Feb26.pdf · 2026-01-29

So sir, can you also talk about in terms of the ramp-up, which we would have seen in the international business? Because I think for the past couple of quarters on the international business also, we had seen some sort of an impact because of what's happening geopolitically. So where is the international business trending now? And what kind of a trajectory do you expect over the next, let's say, 2 years?

Sure, sir. And sir, with respect to the acquired assets, what was the contribution, let's say, in third quarter?

Rainbow Childrens Medicare Limited CC-Mar25.pdf · 2025-05-26

Sir, of the four new hospitals, which we have opened since fourth quarter of fiscal '24, you said that the Hyderabad hospitals have achieved breakeven. So, can you also talk about the Chennai and the Bangalore hospitals, which were opened up in, let's say, last year?

Okay. So, sir, this INR12 crores, INR13 crores EBITDA loss which you had from these hospitals in FY '25, that will, let's say, at a combined level will be neutral going into '26?

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Feb26.pdf · 2026-02-09

Yes, hi sir. Dr. Abhinay you indicated about Telangana being a mature market and a competitive market. But if we look at our occupancies, our occupancies are still let's say for first 9 month on an operating bed basis hovering somewhere around 52%, 53%? So with the scope which we have in terms of driving occupancy improvement, shouldn't our IP volume growth be slightly faster within the Telangana cluster because first 9 months the IP volume growth has been only let's say low to mid-single-digit. So just your thoughts in terms of how you see these dynamics playing out with respect to occupancies in Telangana and the potential for IP volume growth?

Okay, sure, sure Dr. Abhinay. So basically Secunderabad and Kondapur. So when would these 200 beds which you are renovating at Secunderabad, when would they come online?

Global Health Limited

Global Health Limited CC-Nov25.pdf · 2025-11-10

Sir, you indicated that the Lucknow hospital saw 30% IP volume growth during the quarter. So can you comment in terms of what has led to such strong volume growth for the Lucknow Hospital, given that this year, we haven't added any incremental beds at Lucknow apart from, let's say, 50 - 60 beds, which we had added last year. And if you can also comment in terms of how has the occupancies been at the Lucknow hospital?

Sure, sir. My second question is with respect to the Noida Hospital. So by when do you expect the insurance empanelments to get completed for the Noida hospital?

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Dec24.pdf · 2025-01-30

Sir, now you're talking about lab expansion in metro and Tier-one markets as well. And as you rightly pointed out that we see a lot of these bundle tests on Swasthfit primarily in larger metro markets. With the expansion which we are targeting in metro markets, is there a potential that the sample volume growth, which has been around 9.5%-10% for us, that can accelerate to a low double digit kind of a number going forward?

Sure, sir. I wasn't talking about any headwind. Actually, I was talking about this tailwind that over let's say past 2-3 years we have been expanding in Tier-2, Tier-3 markets, in North and East. Now, we are talking about expansion in metro markets as well. With that expansion in metro markets, is there a potential that we actually start seeing an acceleration in volume growth both on the patient volume as well as the sample volume growth?