Hospitals Q2 Results Preview – Occupancy Levels To Sustain From Last Quarter: ICICI Direct


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Hospitals are structurally well placed with momentum expected to continue from a robust Q1 FY23. The momentum is likely to be driven by sequential in-patient volume and, thus, higher In-patient conversion. One important lever could be incremental elective surgeries, due to-

  1. continuum of pentup demand,

  2. post Covid led complications and

  3. higher international patients mix.

International patient mix is expected to improve sequentially although various management commentaries have indicated it to be ~85- 90% of pre-Covid level.

Amid optical initiatives like tele-consultation, digital app based drives for treating patients at remote locations, zoning of patients besides higher focus on insurance/out of pocket payees, we expect the hospitals universe to maintain Q1 FY23 performance trajectory.

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