Anshul Rathi’s Post

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MDI Gurgaon’26 | CA | Ex-Investment Banking

It seems that every other day we hear of Private Equity taking control of a company in India, especially in the Healthcare Sector, which has been on their cards for long - both Single and Multi Specialty. 💊 🏥 Multi Specialty: - Manipal Hospital - Temasek - KIMS Health - Blackstone - Max Hospitals - KKR - Apollo Hospitals - Advent 👨⚕️ Single Specialty: - Indira IVF - Baring PE - Baby Memorial Hospital - KKR - Dr. Agarwal's Health Care - Temasek and TPG And many more like Nephroplus, Cloudnine, Motherhood Hospitals, Sahyadri Hospitals, Ujala Cygnus, etc. Opportunity for PE? 📈 Well, they have identified a gap in the Healthcare sector - India’s Healthcare sector has a lot of potential with a population of 1.4 billion people and rising awareness post-COVID. Yet, the number of beds per 1,000 patients is only 0.6 as of 2021 (National Health Profile 2021) as compared to the WHO recommended 3 beds per 1,000 patients. This shortfall is seen as a lucrative opportunity. Outlook for Hospitals and India? 🏨 Expansion and Innovation - PE brings in expertise and capital which leads to quick expansion across geographies and service offerings leading to growth in the sector and better access to healthcare for Indians. 💲 Future Outlook - At the end of the day, PEs are here to make a quick buck and exit in a few years, so the future outlook looks bleak as patient care and satisfaction may not be their top priority. ⁉️There are numerous failed PE Healthcare stories in Europe and the USA. We hope that's not how it turns out here in India too, but only time will tell. 🤔 What do you think? Inspired by Finshots 🥇

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Saksham Bhadoria

MBA- MDI G’26 | Disney+ Hotstar | Urban Company

1mo

Good insight

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