Company’s growth plans seem seems great and it’s available at good value as well after the recent correction. Dr Sane also seems incredibly driven especially as the entire company came to existence because of his father passing away due to heart failure. So a lot of good things going for the company especially if they manage to organize the sector.
My biggest concerns are 3 fold:
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Execution at scale – Both in terms of being able to execute their plan and in maintaining the quality of doctors when they expand so quickly. Heard the interview about their foctor approval process which seems very thorough so that’s good but still, doing is different to saying.
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Human behavior – Heart diseases especially are always handled when shit hits the fan and once that happens, people have no option but to go for emergency care. Whether people will get into year long treatment plans to manage the early signs or even go for it after surgery needs some change in how we behave. Lot of awareness and customer education will be needed for that.
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Ayurveda’s acceptance as a valid treatment science – Especially for people with money, the traditional route always tends to get preferred. The current govt does seem to push ayurveda but it’ll take a lot more effort. Comapny is doing the right thing by publishing aggressively about their test results but my sense is that it will take a lot of marketing efforts to get buy in from people.
As an aside, any idea why Mukul Agarwal doesn’t pop up as a stakeholder when he holds a big chunk from the issue last July?
Disc – Not invested but researching
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