KKR India ke healthcare sector mein apni dumdaar entry aur mazboot kar raha hai. Ye ₹1,750 Crore ka naya investment BMH ko ek bada regional healthcare network banane mein madad karega. KKR ka yahi tareeka raha hai, bade players banao aur phir profit mein niklo.
Is naye paison se BMH tezi se kirdaar badha raha hai. Haal hi mein, inhone Hyderabad ki Star Hospitals ko ₹1,800 Crore mein khareeda hai, jismein BMH ka 60% stake hai aur hospital ki valuation ₹3,000 Crore hai. Isse pehle Kerala ki Meitra Hospital ko bhi lagbhag ₹1,200 Crore mein liya tha. Ab BMH ke paas Kerala, Tamil Nadu aur Telangana mein total 9 hospitals ho gaye hain, jinmein 3,000 beds hain. Andaza hai ki ye sab milakar iss saal ₹2,500 Crore ka revenue banaenge. Pure India mein healthcare M&A kaafi tez chal raha hai, pichle 2 saal mein $30 billion ke deals ho chuke hain.
KKR ka yeh strategy wahi hai jo unhone Max Healthcare aur Radiant Life Care ke saath kiya tha. Wahan bhi unhone hospitals merge karaye, expand kiye aur phir jabardast profit kamaya, reportedly initial investment se 5 guna zyada. Chennai mein ek naya hospital bhi ban raha hai, matlab growth rukne wali nahi hai.
Par bhai, itni tezi mein acquisitions ka apna risk bhi hai. Star Hospitals aur Meitra jaise hospitals ko integrate karna, sab jagah quality maintain karna, aur operations ko smooth rakhna chhota kaam nahi hai. Aur haan, yeh deals bhi mehngi ho rahi hain. Star Hospitals ko ₹3,000 Crore valuation mila ₹500-600 Crore ke revenue par, matlab bahut high multiples. Iska matlab BMH par debt bhi aa sakta hai. KKR ka focus toh hamesha bade sale par rehta hai, toh future plans market par depend karenge.
Waise, India ka healthcare market investors ka favourite destination bana hua hai. Har koi badi healthcare platform banane mein laga hai. KKR bhi BMH ke saath South India mein apna share badhana chahta hai. Lekin rivals jaise Fortis Healthcare aur Max Healthcare bhi peeche nahi hain. Ab market mein naye hospitals banane se zyada, ready-made hospitals khareedne ka trend hai. BMH iss race mein aage dikh raha hai.
