At cmp, I feel Shalby ltd is a good bet
Its margins ( EBITDA ) are in 20s or at least high teens even when the occupancies are in mid 50s. This is because of the good surgical mix that they have
Basically, they might be sitting on a lot of operating leverage. They are likely to do a PAT in the range of 100 cr for FY 24. Going by Hospital standards, doesn’t look expensive to me
Disc : holding, biased, not SEBI registered
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