Devyani International, a major player in the QSR segment, is experiencing significant growth, attributed to the rising popularity of KFC in India. The company's free cash flow has consistently grown over the last three years, setting it apart from its rivals. Max Healthcare Institute has also made substantial strides in the hospital business, becoming one of the top-five hospital chains with a market cap of Rs 63,212 crore. Its occupancy rate has increased to 76% in fiscal 2022-23, surpassing its competitors Apollo and Fortis. Both companies are the subject of in-depth analysis in MorningContext's public markets special, authored by @PRINCE0879 and @tsurendar respectively.
In fiscal 2022-23, Max Healthcare saw occupancy rise to 76% from 72%, which is higher than Apollo’s 64% and Fortis’s 67%. The company also kept a tight leash on capital expenditure. All of this has impressed industry watchers, writes @tsurendar. Read: https://t.co/emfIpGUcGp https://t.co/URMpTSEHY0
In the last 3 years, Max Healthcare has gone from being a relatively small player to a top-five hospital chain. The second most-valued player in the sector with a market cap of Rs 63,212 crore. Pick No. 5 in our public markets special. By @tsurendar. https://t.co/KcnXt6ZWYA
Since its listing three years ago, investors in Max Healthcare have made a 6x gain. Quite the run-up, which explains the relatively high P/E ratio of 64. Is there steam left in the stock then? @tsurendar writes in our public markets special. Read: https://t.co/emfIpGUcGp https://t.co/OUuB28dqJ2
Yesterday we wrote about Devyani Intl stock that was gaining bcoz of the increasing popularity of fried chicken. Can then a healthcare stock stay far behind? @tsurendar writes about Max Healthcare @MorningContext https://t.co/2YsojbISej
In the last three years, Max Healthcare Institute has gone from being a relatively small player to a top-five hospital chain. Is Max Healthcare the new bellwether of the hospital business? @tsurendar writes in our public markets special. Read: https://t.co/emfIpGUcGp https://t.co/5rKn5jJe6t
Kim Kardashian, founder of SKIMS, "does no wrong in the business world. Imagine the hype and the euphoria from the retail investor if they see her ringing that NYSE opening bell and getting a chance to invest in her," Freedom Capital Markets strategist @JayWoods3 says. https://t.co/vDekCotojy
The fried chicken strategy behind Devyani International’s growth. By @PRINCE0879. https://t.co/lCfB9Qnbki
It’s KFC that will fuel Devyani International’s growth. But how big and how quick will that be? @PRINCE0879 answers this in our public markets special. https://t.co/lCfB9Qnbki
Devyani International is the only one among its closest rivals with a consistently growing free cash flow over the last three years. @PRINCE0879 writes about why Devyani has a massive lead in the QSR segment. https://t.co/lCfB9QmDuK
Devyani International is thriving due to the growing popularity of KFC in India. Most striking is Devyani’s free cash flow, which is a measure of a company’s financial health, writes @PRINCE0879 in our public markets special. Read more here: https://t.co/Zq6qAV6nvG https://t.co/rNqvr0bJbU