I listened to the Concall as well and your inputs are spot on. They are careful on payor mix + maximizing operations leverage. Jaipur is probably Hospital restricting the flow but manageable issue.
I also agree with 20% PA growth. They will maximize land bank but don’t seem to be aggressive like Max or KIMS. For 20% Growth, what is the right valuation? I feel like there is no margin of safety now at 1350 rs. looking to invest in near future.
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