There are many competitors but Max India claims that they are the only integrated player present across all segments. They are trying to create an ecosystem for seniors. If they achieve that, they will get lot of business by referrals and also cross selling, this reducing customer acquisition costs.
But I think they have a really long long way to go. They are primarily present NCR, Max Estates (I think group company) is focussed also on NCR. Moving to a different cities like Bangalore, Pune or Chennai will be difficult. But still much lesser Capex than hospital business.
Stock seems to have run up. Theme is good, will add more as performance.
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