
Tradepoint21
June 19, 2025 at 02:38 AM
🏥 Single-specialty hospitals are crushing it!
✅ Oncology: HCG (~48% share)
✅ Mother & Child: Rainbow (~26%), Cloudnine (~23%)
✅ IVF: Indira (~35%), Eyecare: Dr Agarwal (~20%)
✅ Dialysis: NephroPlus (~43%)
💸 Organized market size: ₹2,000-5,000 Cr per specialty
📈 RoCE: 30%+, EBITDA margins: 20%+ — high returns & growth!
These focused players are here to stay 🚀
