Everything You Need to Know About Hospitals’ Rs. 32,000 Cr Capex | Markets by Zerodha Hindi
Автор: Markets by Zerodha Hindi
Загружено: 2025-10-31
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Doston, aaj kal India ka hospital sector ek naye expansion phase me hai! 🏥💸
ICRA ke report ke hisaab se, major listed aur unlisted hospital chains FY27 tak ₹32,000 crore ka capex karne wale hain — jisse lagbhag 14,500 naye beds add honge.
Lekin sawal ye hai — companies itna bada investment abhi kyun kar rahi hain?
Aur kya ye capex India ke healthcare crisis ko solve kar paayega?
Iss video me hum ye sab detail me samjhenge 👇
🧩 Is Video Mein Kya Samjhenge:
1. Sector ka size aur growth:
Kaise ₹12 lakh crore ka sector 2033 tak ₹23 lakh crore tak pahunch sakta hai.
2. Hospitals ke business models:
Primary, secondary, tertiary aur quaternary care — kis segment me sabse zyada profit hai?
3. Operational metrics decoded:
Occupancy rate, ARPOB (Average Revenue Per Occupied Bed) aur ALOS (Average Length of Stay) kya hota hai, aur kaise in metrics ne hospitals ke margins badhaye?
4. Capex boom explained:
Apollo, Max aur Rainbow jaise players agle kuch saalon me hazaaron crore invest kar rahe hain. Brownfield vs Greenfield expansion – companies kya prefer kar rahi hain aur kyun?
5. Challenges & future of India’s healthcare:
India me sirf 1.5 beds per 1000 people hai – kya private hospitals ye gap fill kar payenge, ya government ko aur zyada spend karna chahiye?
Agar aapko samajhna hai ki kaise hospital sector ab ek nayi growth wave pe hai, aur ye India ke healthcare future ko kaise shape karega,
toh ye video aapke liye hai! ⚡
Watch now to understand the story behind India’s ₹32,000 crore hospital capex boom! 🏥📈
⏱️ Timestamps:
00:00 - Intro
01:33 - Part 1 - Basics About the Sector
03:33 - Part 2 - Decoding the Strategies of the Hospital Sector
21:17 - Outro
Sources:
Economic Times: https://economictimes.indiatimes.com/...
CareEdge: https://www.careratings.com/uploads/n...
https://www.icra.in/CommonService/Ope...
Health Economics - https://pmc.ncbi.nlm.nih.gov/articles...
Apollo Hospitals Q4FY25 Investor presentation - https://www.apollohospitals.com/sites...
Apollo Hospitals Annual Report FY25 - https://www.apollohospitals.com/sites...
CRISIL Research report - https://cdn.prod.website-files.com/5e...
Max Healthcare Q4FY25 Investor Presentation - https://max-website20-images.s3.ap-so...
Max Healthcare Q3FY24 Investor Presentation - https://d35oenyzp35321.cloudfront.net...
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