I agree with your thesis. However, remember that Max India has a proven track record in many areas. Doing it before gives them a higher probability of success since the learnings are already noted, and failures won’t be a negative surprise but a probabilistic bet.
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Residence – this is new for the management. Dehradun took many years to sell. If I am not mistaken, it started in 2013 and sold out in 2021. They learned many things which they have mentioned during the council. End-result is a unique project where the resale value is almost 2x the original price.
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Care home – they have experience in healthcare and hospitality. Replicating while keeping in mind the specifics is the key which they are aware of.
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Care at Home – same as 2. My view is that this will not make much money bc. of the competition and non-sticky nature of the game – but is rather for the captive audience for 1 and 2.
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Medcare – very appealing for the audience in 1 and 2. They are partnering and white-labelling, not many ways to go wrong here.
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AGEasy – this won’t make money. just a distribution channel to sell 2,3,4
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