This blog covers the company analysis of Dr Lal Pathlabs (https://www.lalpathlabs.com/). The company is a leader in the North region (69% of revenues) DISCLAIMER: This blog is related to Company Analysis and NOT Stock Analysis. The contents of this blog are not any kind of investment advice on the company. DO NOT make any investment …
In this blog, we will cover the key insights of Krsnaa Diagnostics (https://krsnaadiagnostics.com/). The company provides a range of technology-enabled diagnostic services such as imaging (including radiology), pathology/clinical laboratory and teleradiology services to public and private hospitals, medical colleges and community health centres pan-India. Krsnaa Diagnostics is unique in many ways: It is a Radiology-focused …
In this blog, we will cover the key insights of Metropolis Healthcare. The company is a leading player in West India with more than 50% revenue from the region. It has ambitions to expand to North and East regions of India. Metropolis Healthcare has business outside India in South Asia, Africa and Middle East countries. …
Thyrocare Technologies Limited, is a disruptor in the Diagnostics Industry. In this blog, we will cover the key insights about the company. (Featured Image Credits: Cover page of Thyrocare Technologies’ 2022 Annual Report.) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only …
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In this blog, we will discuss Market Drivers for the Indian Diagnostics Industry. These are around the future opportunities (Featured Image Credits: The Battle For $20 Billion Indian Diagnostics Sector) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to …
In this blog, we will discuss the Porter’s 5 Forces Analysis of the Diagnostics Industry. (Featured Image Credits: Porter’s Five Forces, wallstreetmojo.com) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to study this industry. The contents that you see …
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In this blog, we will discuss the Trends in Diagnostics Industry. The trends can be broadly put in 3 categories: Growth Trends Technology Trends Business Model Trends I have discussed the Technology Trend a bit more in detail. This is to give a fair overview of the Technology-led disruptions in future. However, it is to …
In this blog, we will see some insights for investors. The topics covered are pricing, accreditation, Preventive test and Hub & Spoke model. Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to study this industry. The contents that you …
In this blog, we will discuss an important topic that is in minds of every investor – Competition in the Diagnostics Industry. Do not miss out my previous blog on the expected value migration/consolidation expected the Diagnostics Industry in future. (Featured image credits: https://www.pexels.com/photo/battle-board-game-castle-challenge-277124/) Brief Background of this Blog Series Diagnostics Industry was of interest …
In the Diagnostics Industry, the unorganized segment has a lion share of 84%. The unorganized segment consists of hospital-based labs and standalone Diagnostics centres. (Refer to my earlier blog for details of the split between the Organized and Unorganized segments) So, it looks like the Unorganized segment is dominating! But the other way to see …
