Enam India Vision Flashcards
1
Q
The Strategy
A
2
Q
Global Health ( Medanta )
A
About the company
Founderd by Dr Naresh Trehan, Medanta is one of the largest private multi speciality hospital.
Madanta’s Gurugram hospital is ranked as best hospital for last 4 consecutive years and only hospital to be part of Top 200 Global Hospitals in 2021,22 & 23
Triggers
Demand for healthcare services to grow at 15-17% CAGR over FY22-25E as per CRISIL
EBITDA Margin : 15%-23%
ROCE : 5% - 17%
ROE : 3% - 16%
Setting hospitals at Noida, Lucknow & Patna
3
Q
Varun Beverages
A
4
Q
APL Apollo Tubes
A
5
Q
Titan
A
6
Q
Bharti Airtel
A