How to Evaluate Hospital Stocks | India's Hospital Industry | Apollo, Max Healthcare, Fortis & More
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With over 1.3 billion people, the demand for quality healthcare services in India is immense and central to India's healthcare landscape are its 70,000 public and private hospitals. In this video, we delve into the three main facets that shape the hospital industry in India, providing a comprehensive understanding of its dynamics
1. Hospital's Business Model - We examine Indian hospitals in regards to its demand cyclicity, capital-intensive nature of business, economies of scale enjoyed by large multi-speciality hospitals, the insurance conundrum and the regulatory risks that hospitals face
2. Hospital's Operating Efficiency (Key Performance Metrics) - Here we delved into 4 important metrics that includes the Occupancy Rate, the Average Revenue per Occupied Bed (ARPOB), the Average Length of Stay (ALOS) and the Payor Mix. We examined this for India's leading listed hospitals which includes Apollo Hospitals, Max Healthcare, Fortis Healthcare, Narayana Hrudayalaya, Aster DM Healthcare, Krishna Institute of Medical Sciences (KIMS), Rainbow Childrens Medicare, Healthcare Global Enterprises (HCG) and Shalby Limited
3. Hospital's Valuation and Financial Metrics - In this section, we examine the importance of revenue growth, earnings per share (EPS) growth, EBITDA margin, capital expenditure and the EV-on-EBITDA across hospitals and time periods to help investors make informed investment decisions
👉 Video Chapters:
00:00 India's Hospital Industry
00:57 1. Low Demand Cyclicity
01:28 2. Capital Requirements
02:20 3. Economies of Scale
04:31 4. Mature Hospitals
06:14 5. Insurance Coverage
07:12 6. Regulatory Risk
09:00 7. Occupancy Rate
10:19 8. Average Revenue Per Occupied Bed
12:36 9. Average Length of Stay
13:52 10. Payor Mix
15:17 11. Revenue Growth
16:20 12. Earnings Growth
17:12 13. EBITDA Margin
18:52 14. Capital Expenditure
20:29 15. EV-on-EBITDA
21:30 Shankar's Viewpoint
👉 Useful Reading Resources:
‣ Excellent article by Dr. Vijay Malik: https://www.drvijaymalik.com/hospitals/
‣ Report by IIFL Securities: https://iiflcap.com/Upload/Research/I...
‣ Healthcare Sector by HDFC Securities: https://www.hdfcsec.com/hsl.docs//Ind...
‣ Overview of Hospital Industry (PPT): https://ppfasfof.com/wp-content/uploa...
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#apollohospital #maxhospital #fortishospital #narayanahealth
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5
► 26,000+ readers have joined my Investing Newsletter
Subscribe Now : http://shankarnath.com
With over 1.3 billion people, the demand for quality healthcare services in India is immense and central to India's healthcare landscape are its 70,000 public and private hospitals. In this video, we delve into the three main facets that shape the hospital industry in India, providing a comprehensive understanding of its dynamics
1. Hospital's Business Model - We examine Indian hospitals in regards to its demand cyclicity, capital-intensive nature of business, economies of scale enjoyed by large multi-speciality hospitals, the insurance conundrum and the regulatory risks that hospitals face
2. Hospital's Operating Efficiency (Key Performance Metrics) - Here we delved into 4 important metrics that includes the Occupancy Rate, the Average Revenue per Occupied Bed (ARPOB), the Average Length of Stay (ALOS) and the Payor Mix. We examined this for India's leading listed hospitals which includes Apollo Hospitals, Max Healthcare, Fortis Healthcare, Narayana Hrudayalaya, Aster DM Healthcare, Krishna Institute of Medical Sciences (KIMS), Rainbow Childrens Medicare, Healthcare Global Enterprises (HCG) and Shalby Limited
3. Hospital's Valuation and Financial Metrics - In this section, we examine the importance of revenue growth, earnings per share (EPS) growth, EBITDA margin, capital expenditure and the EV-on-EBITDA across hospitals and time periods to help investors make informed investment decisions
👉 Video Chapters:
00:00 India's Hospital Industry
00:57 1. Low Demand Cyclicity
01:28 2. Capital Requirements
02:20 3. Economies of Scale
04:31 4. Mature Hospitals
06:14 5. Insurance Coverage
07:12 6. Regulatory Risk
09:00 7. Occupancy Rate
10:19 8. Average Revenue Per Occupied Bed
12:36 9. Average Length of Stay
13:52 10. Payor Mix
15:17 11. Revenue Growth
16:20 12. Earnings Growth
17:12 13. EBITDA Margin
18:52 14. Capital Expenditure
20:29 15. EV-on-EBITDA
21:30 Shankar's Viewpoint
👉 Useful Reading Resources:
‣ Excellent article by Dr. Vijay Malik: https://www.drvijaymalik.com/hospitals/
‣ Report by IIFL Securities: https://iiflcap.com/Upload/Research/I...
‣ Healthcare Sector by HDFC Securities: https://www.hdfcsec.com/hsl.docs//Ind...
‣ Overview of Hospital Industry (PPT): https://ppfasfof.com/wp-content/uploa...
🔥 Top Videos on My Channel (don't forget to subscribe)
‣ 9 Retirement Planning Strategies for Regular & Safe Income: 9 Retirement Planning Strategies for ...
‣ Build a Monopoly Stocks Portfolio (27% Return): How to Build a Portfolio of Monopoly ...
‣ Coffee Can Investing: How to Build a Coffee Can Investing P...
‣ Peter Lynch's Strategy of Stock Picking: I Copied Peter Lynch's Investing Stra...
🙌 Join my community on:
‣ Youtube: @shankarnath
‣ Instagram: Instagram: shankarnathofficial
‣ LinkedIn: LinkedIn: shankarnath
‣ Twitter: Twitter: shankarnath
#apollohospital #maxhospital #fortishospital #narayanahealth
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
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