NHS has been having problems for a while, but it is by no means a doom and gloom scenario as advertised in the media.
This is NHS’s long term spending – The NHS budget and how it has changed | The King’s Fund (kingsfund.org.uk). Yes, there are staff shortages and strikes, but that doesn’t mean there will be budget freezes with respect to tech.
Have a look at this article, which talks about NHS’s tech spending. Health tech spending in the NHS: What to expect in 2023 (htworld.co.uk)
Mastek needs to diversify further from the UK, and their US strategy isn’t fully convincing at the moment. This has a bigger implication on their growth in my view. But it’s perhaps an overstatement to predict a big risk on their UK revenue because of NHS’s troubles.
Disc: Invested
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