Monday, May 25, 2020

Dr Agarwal's Eye Hospital Ltd - Will see fast recovery in private healthcare sector


Dr Agarwal's Eye Hospital Ltd  closes   at 220.00   with  a  Fall   of   - 4.30    on    22-May- 2020   with formation of  a  Small Red  Candle    on Daily  Price Chart.
Whats make it Attractive :  Dr. Agarwal’s Eye Hospital, which treats around 15,000 patients daily across India and abroad, is running at 30­40 per cent capacity. The hospital is witnessing increase in footfalls since the lockdown restrictions have been relaxed in many parts of the country. “Some of our hospitals are already full, but in some places people are unable to come to the hospital because of transportation issue,” ( Source : Media )
As the hospital is in Eye care filed, which gives it an extra edge compare to others.

The company is expected to post  Total  Revenue  of Rs.200.00 Cr & Net Profit of Rs.15.34 Cr (Latest Year  Revenue was Rs.178.60 Cr & Net Profit of Rs.13.70 Cr  FY2020)  in FY2021.
Valuations  : The Company is now Trading at X 0.6 of its Value ( last 4 Quarters earnings considered ) . We have valued the company with its full  Financial  year 2020 earnings  ( PAT ), which is now X0.45 at a  Discount  of ~55% and X 0.40 of its FY21 earnings with a Discount of ~60% .
Entreprise Value (EV) will rise to Rs.103.4 Cr from Rs.89.70 Cr in FY2021 to  FY20 and Book Value will rise from Rs.117 in FY2020 to Rs.139 in FY2021.
Disclaimer : We are / may going to take exposure shortly.
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