Whats the potential impact of Supreme Court order on price cap for medical treatments? Narayana mostly does specialist treatments/complex heart surgeries, any impact on business performance or just an overhang?
If not much impact, then this correction in NH share on the back of this development offers good margin of safety, given the company is consistently growing at 20% EPS and valuation (EV/EBITDA) appears reasonable vs peers.
Any thoughts?
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