Hi, good afternoon. Thanks for taking my question. The first is like what was the growth on the ARPOB growth of the segments, be it international or institutional -- for the ARPOB growth of the segment basically be it cash or institutional mix, what was the ARPOB growth?
Yes. So, no, so with respect to institutional mix like have we witnessed any ARPOB growth?
Hi, good evening. Thanks for the opportunity. Sir, just one question. Like how do you plan to increase the B2C contribution?
Hi, thank you for the opportunity. It's a follow -up to the previous participant's question. So, just to understand on the competitive scenario in the Mumbai market for Suburban and what are the other competitors , like how do you see this competition? For overall market, how is it shaping up?
Okay, so how do you see Suburban pairing over the next 3 - 4 years? What is the plan for Suburban?
Just want to understand on the margin guidance that you highlighted 27%. However, let's say for the second half then it comes out to be around 24.5 %-25%. I just want to understand where those investments will be largely since 50% of the lab addition has been done, just want to understand on the investment part? And what kind of returns that you can generate?
Just want to understand the majority of the breakup of the CAPEX that you would be investing in apart from the lab side?
Can you let us know about the new molecules, which we are working on currently?
Okay. So what can be the market size, the potential market size of this?
Sir, just now -- so on the capex part, like now that this Delhi-NCR project, Gurgaon hospital has now moved to FY '28. So I just want to understand on the overall capacity plans for the next 2, 3 years. You said, the same INR550 crores that you guided for? ·~ Rainbb w0 Children's the prior written consent of Rainbow Children’s Medicare Limited 9
Understood, sir. And sir, lastly, on the -- like how the overall new centers, which were opened in the last 2 to 3 quarters, they are trending in terms of occupancy and profitability. Like what has been the trend that you're seeing?
Thank you for the opportunity. Sorry, I joined the call a bit late. So sorry for the repeat question, if it may. So for the matured hospital, the revenue growth is tremendous, I understand, because of the occupancy. But what is driving that majorly? I understand 2Q is relatively strong, but still I just want to understand more on the fundamental aspect of it.
So like this is a super 35% kind of margins and in 2Q obviously do this kind of margins. So in the second half also, we can expect around 30% to 33% kind of margin?
Can you provide us split of volume, price and New Launches for the Indian market? Aman Mehta: Yes, breakup in AIOCD for the quarter is 12% growth for Torrent versus 8% of the market. That's broken up into 1.5% volume, 8% of price, and 2.5% of new products. The volume of the market is close to zero. Sumit Gupta: Okay, and there could be 5% to 6% in price, I suppose? Aman Mehta: Yes, I already mentioned 8% in price and market is 5% in price. Sumit Gupta: And sir, how many MRs are there at the end of Q3? Aman Mehta: Q3 is 6,200. Moderator: Thank you. The next question is from the line of Neha Manpuria from Bank of America. Please go ahead. Neha Manpuria: Aman, sorry, I couldn't hear your comment on the cardiac weakness and what's driving that and how we're trying to address that. So, apologies, but if you could please repeat that for me? Aman Mehta: Sorry, question was about? Neha Manpuria: I think in the opening comments you mentioned about some weakness in the cardiac segment and some restructuring there, I couldn't quite catch it. Aman Mehta: No, in fact, it was quite the opposite. What we mentioned was that our cardiac growth was 16% versus 10%. And that's due to the restructuring and expansion that we did last year. Neha Manpuria: Is there any other segment in India where you are seeing growth probably not in line with our expectation and therefore requires more work? And where exactly are we adding this 500 MRs that we have increased in this last year? Aman Mehta: Yes, I think compared to the trends from last year, the CNS market is a bit slow this year, maybe by 2%- 3%. So, our growth in CNS is higher than the market, but the market growth is definitely slower. But our overall performance is offset due to the stronger growth that we have seen in some of these other areas like gastro and cardiac and diabetes. These three have been really driving the growth for us this year. What was your other question? Neha Manpuria: The MR addition, in which areas have we added the 500 MR? Aman Mehta: Which areas? Essentially in these three areas that I mentioned where we are seeing this higher traction of growth, which are cardiac, diabetes, gastro. Some in some of the smaller areas where we are probably very low market share and just trying to get a higher share. It won't be too meaningful, but most of the additions are in these areas, which is essentially chronic and sub-chronic.