If things play out for the newly acquired hospital as they are currently executing, when the occupancy reaches around 80% they can achieve a 32% returns on the acquired hospital, assumption of Rs25000 ARPOB is reasonable I think, however need to hear from the call tomorrow.
| no of beds at 80% ocupancy | ARPOB -Rs | Annual_rev Rs Cr | Ebita at 27% | invested capital Rs Cr | ROE % |
|---|---|---|---|---|---|
| 144 | 25000 | 131.4 | 35.478 | 110 | 32.3 |
also , most multispecialty hospitals have seen tailwind of covid, may be because some surgeries were may be on hold because of covid, so need to watch if thats the case or is there a secular trend in organized hospitals growth…
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