Hi! This is the first time we’ve studied and posted about a hospital company. We will follow the study in this format:
1. About the company
2. Management
3. Business Model
4. Bed capacity and expansion plans
5. Market size and Opportunity
6. Medical Value Travel/Medical Tourism
7. Unihealth Vs peers
8. Financials
9. Risks
10. Why we find the company interesting
About the Company
Unihealth Hospitals Ltd (Mcap 250 Cr), established in 2010, is a healthcare delivery company with a presence across India and Africa. Headquartered in Mumbai, the Company operates under the brand UMC Hospitals and provides tertiary and secondary care services through hospitals, medical centres, and specialised facilities.
Key Management
Business Model
They adopted an Asset-light growth strategy under the Design–Build–Operate and leased-hospital model that allows for scalable capacity addition with lower upfront capital investment.
Revenue Streams:
Their main business comes from Medical Centres and Hospitals with a standard EBITDA margin of around 30%.
Their consultancy business has a relatively higher margin of around 50-60%. However, this business is not so predictable in nature.
Bed capacity and expansion plans
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Disclaimer: This article is provided for informational purposes only and should not be considered as an investment advice
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