Stockrabit · Analysts
Questions across 2 calls

Syan Mukherjee

Nomura

IPCA Laboratories Limited

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Sep23.pdf · 2023-11-10
Sir, on hospitals, if I look at this quarter and also for the half year, you recorded 12% -13% growth. But that has not translated into appropriate EBITDA growth. I mean we have seen margin expansion of around 20 basis points year -on-year this quarter. This is after Arcot Road divestment. So I mean, there's a strong ARPOB growth, the specialties that you're focusing on are growing. But it seems that EBITDA growth is not coming through. Is there anything that's sort of hurting EBITDA? And how confident are we to sort of achieve 20% EBITDA for the hospital for the next financial year?
And sir, are we sticking with our guidance of 20% for next fiscal?