Great effort! I’d say that ARPOB estimates for both Noida Extension & Faridabad are conservative. Noida Extension has hit 40k in Q1FY25 and Faridabad is already at 30k. My sense is Faridabad should scale up rapidly and hence occupancy should hit 55-60 in FY26.
Further, in hospitals, from what I understand, its all about the brand. 3-4 years from now, Yatharth would be a well established brand & hence should attract a higher share of cash / insurance payor mix.
Govt share is high because most of the chains (Max, Apollo, Fortis, etc.) shun away CGHS patients in favor of cash / insurance patients.
D - Invested since 420 levels (had reentered post selling)
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