The CGHS revision is positive for private healthcare operators and will disproportionately benefit super-specialty hospitals, noted analysts.
Global brokerage Macquarie sees procedure rates in key therapy areas of cardiology, neurology, oncology, orthopedic rising by 5%-30%
According to Elara Capital, active funds are underweight on Max Healthcare player by roughly Rs 11,743 crore; the Nifty inclusion will likely spur buying.
The official decision by the NSE Index sub-committee is expected on August 22. The index adjustments, effective September 29, 2025 will be closely watched as several passive funds that track the benchmark could see changes in their fund flow allocations.
The existing hospital in the city is running at an occupancy of over 80 percent, and hence, there is 'dire need to expand the capacity of tertiary care beds in the city', said Max Healthcare. The facility will cater to the healthcare needs of people in Dehradun and surrounding regions.
Max is on an aggressive expansion path with healthy medium-term growth visibility
A major drawback for the 'gold card' has been US' tax implication. The country taxes its citizens on their income around the world, regardless of where they live. Interestingly, Abhay Soi has been paid about Rs 400 crore in income tax in 2022-23.
Max Healthcare share price: Analysts suggest that Max Healthcares' plan to double its bed capacity within the next three years is expected to further enhance its growth prospects.
The company appears well-positioned to gain from sectoral tailwinds, with its focus on expanding presence in key markets, and being a preferred service provider for international patients
This acquisition grants Max Healthcare control of Jaypee's 500-bed Noida hospital, as well as two other hospitals in UP’s Bulandshahr and Anoopshahr.
Motilal Oswal is bullish on Max Healthcare has recommended buy rating on the stock with a target price of Rs 1240 in its research report dated November 07, 2024.
Stocks to buy this Diwali: Analysts at Prabhudas Lilladher chose stocks like ICICI Bank, Reliance Industries and Bharat Electronics among others as their preferred bets for Samvat 2081
Motilal Oswal is bullish on Max Healthcare recommended buy rating on the stock with a target price of Rs 1240 in its research report dated September 20, 2024.
The healthcare company’s medium-term revenue growth visibility appears healthy
The whole institutional structure of the marketplace rests on the assumption that the other side of the trade will always be there; without that assumption, even the gutsiest of market-makers would refuse to stay in business - Peter Bernstein
The proposed acquisition will give Max Healthcare a controlling stake in JHL, including its flagship asset, the 500-bed Jaypee Hospital in Noida.
Near-term earnings outlook remains supportive. However, valuations are elevated.