The story of Unihealth is shaping up quite well. With expansions in bed capacity, superspeciality servies, new consultancy projects and increasing distribution sales, there are many growth drivers in place to achieve very good medium term growth.
With lack of competition in Africa, there shouldn’t be any competitive pressures on the company that can hamper its growth plans. (In India it remains to be seen how they shape up against their competition)
The management is also extremely competent in the way they’ve scaled the business and how they communicate their future plans
Only real risk is currency depreciation as it played out this year. But management is taking active steps against reducing this risk.
Also, cash flows, working capital and margins should increase once superspeciality services, consultancy services and newer geographies start contributing to its sales.
So, business quality wise as well, the company is in the right direction.
DISCLOSURE: INVESTED AND PLAN TO ADD MORE AS THE COMPANY EXECUTES ITS PLANS
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