@Mudit.Kushalvardhan Hi sir…
I am following your thread regularly.thanks for the valuable insights.
There are regulations already in some states (Karnataka private medical establishment act)to control the private hospitals.Latest intervention of supreme court is definitely a threat to the operating margin s of buisness.As honorable supreme court has issued directions government may do something before court implement it or take some time to execute.Whatever is the process,laws will be definitely not in favour of hospitals.
We can see it as a shrinking margin.But as you know health care in inda has tremendous opportunity size, for growth, and these regulations will affect smaller hospitals more than larger one i will take it as a short term problems (maybe couple of quarters).And definitely derating can occur because of these developments and chances of decrease in profits.
Disclosure… Invested in Unihealth consultancy for the same reason because it operates mainly in Africa region.
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