Kanvic Consulting’s Post

#India Healthcare Investment: A Pause Button? India's healthcare sector, once a darling of PE-VC investors, seems to be experiencing a slowdown in 2024. Key Figures: * 14% Decline: A significant drop in PE-VC investments in the first 11 months of 2024 compared to the full year of 2023. * $5.33 Billion: The total investment amount raised in the first 11 months of 2024. * 57 Deals: The number of deals closed in the same period. Why the Slowdown? * Valuation Expectations: High valuations and a more cautious investor sentiment have tempered deal-making. * Market Volatility: Global economic uncertainties have impacted investment decisions. * Limited Attractive Assets: A shortage of high-quality assets has constrained investment opportunities. Expert Opinion: "The last few years have seen major investments flow into the sector, and right now there are not good assets available." - MD & CEO of a prominent private hospital chain What's Next? While the short-term outlook may be subdued, the long-term potential of India's healthcare sector remains immense. As the market matures and valuations normalize, we can expect a resurgence in investment activity. Full reporting here: https://mybs.in/2daajmo #healthcare #PEVC #India #investment #healthcareinvestment #privateequity #venturecapital #healthcareindustry #indiahc #insurance #healthinsurance

The healthcare sector remains a key area for PE investments. Recent deals include Temasek’s acquisition of an additional 41% stake in Manipal Health Enterprises and Blackstone’s controlling stake in Care Hospitals. This trend is driven by India's expanding middle class and increased public healthcare spending (https://lnkd.in/d8GY9WcF). #PrivateEquity #HealthcareInvestment #IndiaInvestments #Temasek #Blackstone #HealthcareSector #InvestmentTrends

📢 India's Private Equity Landscape in 2024: Resilience Amid Global Challenges 📢 India's Private Equity and Venture Capital landscape is evolving rapidly! Here are some key takeaways from Bain & Company's latest report: 🔹 Increased Capital Allocation: - India's share within Asia-Pacific deal activity has surged from ~15% in 2018 to ~20% in 2023. - Leading domestic funds like ChrysCapital and Kedaara are aiming for record fund-raises, with targets 20%-50% higher than previous funds. 🔹 Team Expansion: - Private equity funds are significantly expanding their India-based teams. Operating teams have doubled in size over the past five years, focusing on value creation. 🔹 Sector Diversification: - Funds are diversifying into new sectors such as healthcare, advanced manufacturing, SaaS, and renewable energy. - Private credit is emerging as a key asset class, driven by attractive risk-adjusted returns and large, underserved credit demand from mid-market companies. 🔹 Public Market Exits: - 2023 saw record public market exits, growing from $9B to $15B. Block/bulk trades reached ~$13B, driven by both traditional and new-age sectors. - Major exits include Manipal Hospitals ($2B), Flipkart ($1.8B), and Coforge ($1.3B). 🔹 Outlook for 2024: - While dealmaking is expected to remain cautious amid global macroeconomic stabilization, sectors like healthcare, infrastructure, and renewable energy are likely to attract significant investments. - Generative AI is increasingly becoming a focus area for funds, impacting portfolio value creation and due diligence processes. India's PE-VC market is poised for growth, with robust fundamentals and an evolving investment landscape. Stay tuned for more updates! #PrivateEquity #VentureCapital #Investment #BainReport2024

India's Private Equity: A Growth Story India's private equity market is flourishing, driven by the country's economic growth and a young, tech-savvy population. This market offers investors a chance to tap into sectors like consumer goods, healthcare, and technology, which are at the forefront of India's rise. While public markets in India are dominated by established companies, private equity focuses on fast-growing businesses. This presents a unique opportunity for investors seeking to participate in India's economic transformation. The private equity sector itself is maturing, with more specialized firms and larger funds entering the market. India's demographics are a major advantage. With a young population and a growing middle class, consumer spending is expected to surge. This creates fertile ground for consumer-focused private equity investments. Additionally, India's tech industry is thriving, driven by factors like a large talent pool and government support for innovation. This is attracting private equity investments in areas like fintech and B2B marketplaces. The healthcare sector in India is also ripe for investment. The country faces challenges like limited access to quality healthcare, but innovations like telemedicine are emerging to bridge the gap. Private equity can play a role in supporting the growth of traditional healthcare providers and digital health startups. Investing in Indian private equity not only offers the potential for high returns but also diversification benefits. Due to India's large domestic market, Indian private equity has a low correlation with other global private equity markets. This can help reduce overall portfolio risk. In conclusion, India's private equity market presents a compelling opportunity for investors. With its focus on high-growth sectors and its ability to weather global economic fluctuations, Indian private equity offers a unique path to participate in India's exciting growth story. #startupadvisory #businessadvisory #entrepreneurship #startupgrowth #businesstips #smallbusinessadvice #founders #scaleup #venturecapital #angelinvestors #businessstrategy #growthhacking #marketingtips #digitalmarketing #leadershipdevelopment #innovation #productivity #financialmanagement #successmindset #networkingtips #RaadhiAdvisors

#NewIndia’s healthcare sector has become one of the largest sectors both in terms of revenue and employment, growing at a rate of ~18%, making the country a prime #healthcare destination. Read more here: https://lnkd.in/fAYd69Y #InvestIndia #InvestInIndia #Startups Department for Promotion of Industry and Internal Trade Ministry of Commerce and Industry, Government of India NITI Aayog

#NewIndia’s healthcare sector has become one of the largest sectors both in terms of revenue and employment, growing at a rate of ~18%, making the country a prime #healthcare destination. Read more here: https://lnkd.in/fAYd69Y #InvestIndia #InvestInIndia #Startups Department for Promotion of Industry and Internal Trade Ministry of Commerce and Industry, Government of India NITI Aayog

#NewIndia’s healthcare sector has become one of the largest sectors both in terms of revenue and employment, growing at a rate of ~18%, making the country a prime #healthcare destination. Read more here: https://lnkd.in/fAYd69Y #InvestIndia #InvestInIndia #Startups Department for Promotion of Industry and Internal Trade Ministry of Commerce and Industry, Government of India NITI Aayog

#NewIndia’s healthcare sector has become one of the largest sectors both in terms of revenue and employment, growing at a rate of ~18%, making the country a prime #healthcare destination. Read more here: https://lnkd.in/fAYd69Y #InvestIndia #InvestInIndia #Startups Department for Promotion of Industry and Internal Trade Ministry of Commerce and Industry, Government of India NITI Aayog

#NewIndia’s healthcare sector has become one of the largest sectors both in terms of revenue and employment, growing at a rate of ~18%, making the country a prime #healthcare destination. Read more here: https://lnkd.in/fAYd69Y #InvestIndia #InvestInIndia #Startups Department for Promotion of Industry and Internal Trade Ministry of Commerce and Industry, Government of India NITI Aayog