Rainbow Children’s Medicare – Niche player in Hospital Industry

In Q4 FY 22 Earning Call, management stated that at 55% occupancy they do very high revenues and profitability. They have achieved that occupancy level in FY 22.

I think by 20 years of experience they have optimised the cost structure and I personally feel that Margins are high in Children Hospital than a normal hospital. I have 4 year old child and had many round of vaccination and visit to paediatrician. The average cost of vaccination is 1500/- per visit which takes less than 5 min and assume that cost of medicine goes to that vaccination seems very low.

Now a days all mother prefer C section delivery as they don’t have to take labor pain. And many deliveries are premature where baby needs to be admitted in NICU where charges are very high and cost are low compared to adult ICU. Pregnancy complications are increasing day by day due to lifestyle changes.

I am don’t admire our medical system personally but all above views are purely from Investor perspective.

Dis.: Not Invested Tracking Closely.