KIMS is a multispecialilty hospital chain in Andhra, Telangana.
PE = 28.
It has a 5 yr profit CAGR of 50%. 5 yr RoE and RoCE > 20%. Debt to equity 0.18.
Positive
Growing health problems ( obesity, diabetes…)
Insurance penetration beginning
Negative
Unknown management
70% revenue from Telangana
Government interference at any time? - common to all hospitals
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