Stockrabit · Analysts
Questions across 2 calls

Sanidhya Agarwal

Unicorn Assets

Global Health Limited

Global Health Limited CC-May26.pdf · 2026-05-15
Hi, Pankaj. Hi, team. Good set, I think after 7 - 8 quarters now the company is back to 25% growth levels, which is excellent. And there is no reason to not believe that next 5 - 6 quarters will continue to be ramping up at this pace. My question is more from the perspective of next year, maybe you can say 2028 calendar year. So while we see ramp -up continuing and new additions in this year with our existing facilities and some expansions in Noida as well. How do you see beyond this? Because what we also have seen in the past is once we ramp up the new facilities, or there comes a phase of now where we are somewhere in 15%, 12%, 14% range because we are trying to get the best out of the mix that we operate in, adding super specialties, getting the right ARPOBs, driving occupancy optimizations. And of course, no problem in that. But on the other side, why don't we capture the larger share, whether it comes through brownfield or some smaller facilities that we can expand further or something like a sister market to NCR, say, something like Jaipur or Chandigarh or something like that. And honestly, quite phenomenal transformation in Noida unit. So that would be the first question?
Great. That answers. Just last one, if you could highlight what would be the ARPOB for the developing or particularly the Patna and the Lucknow unit. Like in the developing, there was some de-growth last year given the payer mix and since we have not taken any hikes in terms of prices, should we expect something in near-term?

Nuvama Wealth Management Limited

Nuvama Wealth Management Limited CC-May26.pdf · 2026-05-12
So first question is on the asset services business. So given the RBI bank guarantee norms would kick in. Do we see any impact on the yields from the services business perspective? And like do we see any changes on the ROCE basis of Nuvama capital employed? Second, so we are seeing on the capital market or asset services combined business. So we are seeing upside in the FPI derivatives turnover on BSE and the HFT contribution in terms of participation on the BSE particularly? So how do we see as a trend for our business going forward, given the incremental client addition that we are also seeing in our book and also on the exchange side, we are seeing a good momentum there? And lastly, just if you could highlight anything -- any updates on the PAG side? That would be all?
Okay. And impact on ROCE basis we are seeing from the...