After spending a Day on Kovai Medical What Insight I can Derive
Liked
Net Block 2X
Occupancy Bed Rate FY22 48% in FY20 63%
Growth Led By EPS
High ROE,ROCE,ROIC,ROIIC
Not Liked
Contingent Lib ~ 10% of NW
Investor Friendly
Why Dividend
High Debt
Valuation
Regional
What if
Occupancy Rate Back to 63-70%
Debt starts Reducing due to Earning growth
Net Block Starts Yielding
Quarterly Meeting
So Adding Watchlist
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