Thanks Vinayaka for giving US perspective. Yes as i am reading united Health care Annual reports realzied that maximum revenue /profit is comming from Insurance. They are growing twice the GDP growth and yes US is worst in Healtcare cost due to these monopolies gettign formed.
Like Obama care we also have government run scheme for poor people. I see lot of villagers comming and get operated in Delhi etc. This was a tailwind for Narayana. Narayana also have exp with some farmers insurance scheme in Katnatanka.
Narayana is very focused to run their operations at lowest cost and charge customers less.
Insurance anwyays we will see impact only after 3 years they will go slow intially and we will have time to evaluate.
Looks like Indian chains are following US services companies both Apollo and Narayna is going into integrated healthcare.
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