Krsnaa Diagnostics – what is the diagnosis?

Thanks a lot for sharing this.

I am holding Krsnna since January 23 with around 16% profits.
But this news CONCERNS me.

So these are my ANTI-THESIS pointers

If the BMC’s internal assessment pegs the test at 220, how Krsnna is able to do it at just 86!!!
This looks like – Too Good To Be True.
Are they actually performing these tests? What about reliability?
We all know when Quantity goes up, Quality goes down.

Same way in their Radiology business.

Yes. They can purchase CT / MRI machines at huge discounts directly from companies. But what about the maintenance costs and also the payment to radiologists? More money can be saved by paying less to radiologists only. So you will not get good quality at that price. So again Reliability? ( Check the Vijaya Diagnostics newsletter by Marcellus – you will understand the difference between Krsnna & Vijaya valuations )

So basically, yes sales growth is very much possible and high margins may be possible. But for HOW LONG is the big Q?

My personal opinion.
Frankly, I am also confused about whether to add more / book profits & get out!

Regards,
dr.vikas