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Narayana Hrudayalaya Ltd (11-11-2024)
Summary of the interview
Cayman Business Impact
Ramp-up Costs & Disruptions : Initial costs and hurricane disruptions impacted Cayman’s performance. Full operations, including inpatient services, are expected to start by Q3 FY25.
Capex Completion : Most of the Cayman investment is complete.
Margins and Revenue Mix
Margins Decline: Margins dipped due to reduced international patient inflow, particularly from Bangladesh, shifting focus to domestic volume.
Revenue Mix: International patients fell from 9% to 6%; a gradual shift to domestic reliance is underway.
Insurance and Clinics
Insurance Spending : ₹33 crores per quarter goes to insurance and clinics. Expansions are planned with more staffing and facilities.
Debt and Expansion Strategy
Net Debt : Debt is around ₹2,700 crores, with ₹14,500 crores annual capex planned over the next three years.
Inorganic Growth: Focus remains on organic expansion due to high costs of acquisitions.
Will upward momentum in IT stocks continue? Aditya Arora answers (11-11-2024)
And if we had to compare Nifty and Bank Nifty, then Bank Nifty looks really good and is in a good position to touch new 52-week highs.
Markets reverse early losses, Power Grid leads gains while Asian Paints tumbles (11-11-2024)
The market recovery came despite a weak opening influenced by China’s stimulus concerns and continued foreign investor selling
Tata Steel to file curative petition (11-11-2024)
Tata Steel is in the process of filing a curative petition in the Supreme Court in connection with the apex court ruling which said that states have the power to levy cess on mining and mineral-use activities. The petition by the steel manufacturing firm is aimed at seeking remedy to the order, passed by a 9-judge Constitution Bench of the Supreme Court on July 25. However, Tata Steel’s managing director and chief executive officer T V Narendran told Business Standard that there was no demand note on the firm.
Koustubh’s Portfolio (11-11-2024)
Many pending litigation cases filed by the company. It seems their payments are getting stuck over the years. You should recheck your investment thesis in this company.
Maharashtra elections: Maratha-OBC quota clash to resonate in Bhujbal’s Yevla seat (11-11-2024)
Maharashtra’s Yevla assembly constituency is witnessing a fierce political battle. The Maratha-OBC quota issue and onion prices are key factors influencing voters. NCP’s Chhagan Bhujbal faces opposition from his former aide, Manikrao Shinde of NCP (SP). Bhujbal’s stance against Maratha quota activist Manoj Jarange has earned him both support and criticism.
Inter-bank FX contracts involving INR shall be reported in hourly batches within 30 minutes from completion (11-11-2024)
Reserve Bank of India (RBI) has stated in a latest update that to ensure completeness of transaction data in Trade Repository or TR for all foreign exchange instruments, it has been decided to expand the reporting requirement to include foreign exchange spot (including value cash and value tom) deals in a phased manner. Accordingly, transactions in the following foreign exchange contracts, involving INR or otherwise, (hereinafter referred to as “FX contracts”) shall now be reported to the TR: foreign exchange cash; foreign exchange tom; and foreign exchange spot.
Investing Basics – Feel free to ask the most basic questions (11-11-2024)
When we hear backing up the truck… Buy in truckloads… What % of portfolio does buying in a stock means backing up the truck…