you are right that margin will be impacted in a shot run, In last call management said that for break even a new hospital needs 15 months time period and 30-35 % capacity utilisation. If company generate 200 bps less margin for 15 months and focus on the increasing the topline it will not impact much. As well as management is investing 100 Cr on Oncology treatment (robotic opearation). IT will also help to generate higher ARPOB.
THE COMBINATION OF HIGHER ARPOB AND HIGHER NUMBER OF BEDS WILL BOST THE TOPLINE AS WELL AS BOTTOM LINE.
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