Whalesbook
Company ne Q4 mein revenue 30.1% aur poore saal mein 20.5% badhaya, bhai!
Profit toh aur bhi zyada, Q4 mein 46.6% aur poore saal mein 27.1% upar gaya. Total revenue ₹1,679.36 crore raha aur profit ₹273.86 crore tak pahunch gaya. Ye sab kaise hua? Kyunki company ne KPS Wellness aur SVPD Healthcare jaise companies ko acquire kiya aur Panchkula mein 350 bed ka naya hospital bhi khola. IPO funds bhi ₹7,023.02 million expansion ke liye use ho gaye.
Par, itne mast numbers aane ke baad bhi, stock 4.71% kaise gir gaya? Sab log soch rahe hain. Market aaj thoda down tha, par is stock ka girna alag lag raha hai.
Asal mein, market ko company ka valuation bahut high lag raha hai. Inka P/E ratio around 341.85 (ya 40.9) hai, jo ki competitors jaise Apollo Hospitals (63.52), Max Healthcare (68.32), aur Fortis Healthcare (71.59) se kaafi zyada hai. Matlab, investors ko lagta hai ki future mein growth bahut zyada hone wali hai, jo ki abhi dikh nahi raha.
Company ne IPO ke paison se tezi se expansion kiya hai, par itni jaldi mein kiye gaye acquisitions ko integrate karna aur unko manage karna mushkil ho sakta hai. Kuch analysis kehte hain ki ye company 'below average quality' hai past mein peers se slow revenue growth ke karan. Aur 2026 mein pehle hi stock 70% bhag chuka tha, toh abhi correction ka risk badh gaya hai.
Indian healthcare sector toh waise bhi mast chal raha hai, 8.5% annual growth expected hai 2026-2032 tak. Par Park Medi World ka valuation is hype se bhi upar lag raha hai.
Ek analyst ne toh 'Strong Buy' rating aur ₹320 ka target diya hai, but market ne numbers ko utna appreciate nahi kiya.
Company ka plan hai FY28 tak bed capacity ko 5,000 se upar le jaane ka. Dekhte hain ki woh apne acquisitions ko kitna acche se manage kar paate hain aur competition mein kaise tikte hain.