Summary of the interview
Cayman Business Impact
Ramp-up Costs & Disruptions : Initial costs and hurricane disruptions impacted Cayman’s performance. Full operations, including inpatient services, are expected to start by Q3 FY25.
Capex Completion : Most of the Cayman investment is complete.
Margins and Revenue Mix
Margins Decline: Margins dipped due to reduced international patient inflow, particularly from Bangladesh, shifting focus to domestic volume.
Revenue Mix: International patients fell from 9% to 6%; a gradual shift to domestic reliance is underway.
Insurance and Clinics
Insurance Spending : ₹33 crores per quarter goes to insurance and clinics. Expansions are planned with more staffing and facilities.
Debt and Expansion Strategy
Net Debt : Debt is around ₹2,700 crores, with ₹14,500 crores annual capex planned over the next three years.
Inorganic Growth: Focus remains on organic expansion due to high costs of acquisitions.
Source: https://www.youtube.com/watch?v=LW0owjzBwuY
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