Wellness and Healthcare companies
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Sector talk
Forum Discription: Discussion on sectors with regard to specific matters. We will be discussing the various sectors of the economy and how they would perform. Basically a top down approach.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=823
Printed Date: 05/Apr/2025 at 9:54am
Topic: Wellness and Healthcare companies
Posted By: naraynans16
Subject: Wellness and Healthcare companies
Date Posted: 27/Mar/2007 at 12:25pm
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I am of the view that cosmetic and health care products have caught the attention of most of the metro/mega city middle class people with disposable incomes and huge money is spent on fitness, gym, yoga and other wellness products.. I would like analysts like Sri Basantji to suggest whichstocks/companies are leaders in this segment what is market size of this industry..so that we can identify the future value picks ..... regards, naraynan sethurao ------------- naraynan Financial Advisory Services |
Replies:
Posted By: basant
Date Posted: 27/Mar/2007 at 1:28pm
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Most of the well known names here are not listed also since the sector is emerging (with increased consumer spending) it should provide opportunities to buy into companies like:
1) VLCC
2) Shehnaz Hussain
3) Habibs - There is a very interesting chapter on supercuts in the book Beating the STreet by Peter Lynch but unless anything gets listed and is of significant value we can just wait!
Though Apollo Hospitals is listed i do not like the management's approach or their business model which is capex led.
I tried researching Marico in 2004 when they launched Kaya but after a brief effort which included Kaya skin care in Citi Center near my hone and going through all that consultation I realised that kaya was only 5% of Marico's revenue but growing at more then 100% every year. Te stock has tripled from those levels and I liked the concept of Kaya but since Kaya is hardly of any meaningful contribution to the overall sales of the company I am compelled to ignore it. Though Martico is an excellent company with well known brands like Parachute and Saffola still that 5 bagger does not look likely in a jiffy! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 27/Mar/2007 at 1:42pm
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Naraynan ji, Since I see your tag line is "Financial Advisory Services", kindly let us all know what is your analysis on the same and the companies involved.
Thank you, though I have no idea on this area. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: bub100
Date Posted: 10/Apr/2007 at 11:08pm
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hi Basant ji,
chek Femcare and Emami in this sector. share ur view pls. thanks ------------- gs |
Posted By: basant
Date Posted: 10/Apr/2007 at 11:14pm
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Emami is a calcutta based company made break through with men's fairness cream but management is not too willing to be open up because they are not interested in their market cap - a cousin works there but company shall grow well over the next 3 years. The other one I am not aware. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: bub100
Date Posted: 10/Apr/2007 at 11:30pm
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thanks bji for quick reply.
------------- gs |
Posted By: kanagala
Date Posted: 10/Apr/2007 at 12:01pm
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This is the report on Fem Care by sharekhan. recommended when the price was at 358. Target price is 550. These are key points :-
It would do top line of 82 cr and 97 cr in 07 and 08. |
Posted By: manishdave
Date Posted: 10/Apr/2007 at 2:53am
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Jitendra mentioned abt Femcare. Some good brands and decent growth. Good management.
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Posted By: kulman
Date Posted: 18/Jun/2007 at 9:34am
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A very interesting report by Biz World+E&Y http://www.businessworld.in/content/view/1943/2006">
 ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kulman
Date Posted: 07/Aug/2007 at 9:20am
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India's medical tourism market is growing by 25 percent annually and is expected to become a $2 billion-a-year business opportunity by 2012, the tourism ministry said on Monday.
Source: http://www.dnaindia.com/report.asp?newsid=1114171 - Dna Money
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: bub100
Date Posted: 27/Aug/2007 at 7:10pm
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check the following link http://bw.businessworld.in/PDF_upload/Indian_Pharma.pdf ------------- gs |
Posted By: kulman
Date Posted: 17/Sep/2007 at 11:40am
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economictimes.indiatimes.com/Indian_pharma_market_to_touch_20_bn_by_2015/articleshow/2366684.cms - Indian pharma market to touch $20 bn by 2015: McKinsey
Spending on healthcare will continue to be robust in India and the domestic pharmaceutical market will treble by 2015, according to a study.
Healthcare grew from 4 per cent of average household income in 1995 to 7 per cent in 2005 and is expected to grow to 13 per cent by 2025, it said. India's present pharmaceutical market was estimated at $6.3 billion in 2005. It is expected to touch $20 billion by 2015, with an compounded annual growth rate of 12.3 per cent, the study said. Between 2000 and 2005, the pharma market witnessed a growth rate of 9 per cent. Similarly, in terms of scale, Indian pharmaceutical market, which is ranked 14th in the world, would be among top 10 by 2015 in the world overtaking Brazil, Mexico, South Korea and Turkey, the study noted. "Real GDP will grow at a compounded annual growth rate of 7.3 per cent. Per capita disposable income will rise from $463 in 2005 to $765 in 2015." "Twenty seven million households currently in the low-income category will move up. The middle-income category will witness the steepest rise, with the addition of 59 million households," McKinsey said. Private investments are going to play a major role in Indian healthcare and pharma's growth. "Corporate hospital chains will play a leading role in transforming the quality of secondary and tertiary care," it said. Similarly, there would be an increase in the number of people going for health insurance. The study predicts that by 2015, about 220-million would opt for health insurance. ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: s_praharaj
Date Posted: 18/Sep/2007 at 12:13pm
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Yes, I fully agree that Health care has a great future. With income level rising and Indian Public getting more Health conscious, this sector has a long way to go. The demand will also be fuelled by the Health Insurance sector which is also growing.
In this sector, I feel Fortis has a great future and may turn out to be a multi bagger in future. It has a nice predigree and the promoters are in the related fields. They are also planning to have a series of hospitals all over the country through acquisitions or with partnership.
Though the financials does not encourage, acquiring this stock now, I feel this stock has a potency to become a multibagger. It may test our patience but the down side risk is minimum. Moreover it is quoted at a price below the public issue price.
If anybody is tracking this stock, please discuss your views. ------------- Shashi Praharaj |
Posted By: kulman
Date Posted: 23/Oct/2007 at 5:44pm
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The Sensex is soaring to new highs, but there’s a new high India may soon touch and there’s nothing healthy about it. Over the next decade, India’s burgeoning consumer class is headed for an onslaught of chronic diseases, including diabetes, hypertension, cancer, and HIV/AIDS due to lifestyle patterns, environmental causes and pollution. As more Indians reach or exceed an income level roughly equivalent to the official poverty line in Western Europe, the nation’s consumer class has adopted consumption patterns and lifestyles similar to their counterparts in the industrial world. As a result, we’ve even imported their diseases, according to a recent report by the Worldwatch Institute. Diets high in fats and sugars and a lack of exercise-two lifestyle trends that increasingly afflict people in developing countries-are major factors behind the rise in certain chronic diseases. At 30 million, India is now home to the largest population of diabetics in the world, and that number is expected to bloat to 57 million by 2025. Increasing prosperity has also invited lifestyle-related diseases (LRDs) ranging from obesity and attention disorders to disabling conditions like diabetes, angina and osteoporosis. Source: www.dnaindia.com/report.asp?newsid=1129343
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kulman
Date Posted: 27/Nov/2007 at 12:03pm
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Major healthcare deals have been sewn up in the last couple of months. The healthcare sector is expected to more than double from the current $35 billion to $75 billion by 2012, as per industry estimates. George Soros’s fund Quantum and BlueRidge bought 10% in Fortis Healthcare and Manipal Health Systems raised over $20 million equity from IDFC Private Equity Fund. Bangalore-based HealthCare Global Enterprises raised over $10 million in equity from IDFC and Metropolis Health Services, a diagnostic chain, raised over $8 million in equity from ICICI Venture. Jarir India Investments, Kotak India Venture, BL Associates and Mordril Properties acquired 47% in Intas Biopharmaceuticals (the biotech company of Intas Pharma) for $4.19 million. Similarly, HSBC Asian Ventures Fund 2 (an HSBC PE entity) invested a whopping $10.47 million in Trivitron Medical Systems. A Technopak study points out that there are new market players in the wing to add to the melee. Amongst national players, there is Reliance Healthcare, Artemis Health Sciences (from the Apollo Tyres group) and the Paras Group and on the international front, there is the Parkway group, the Singapore Pacific Healthcare Holding, the Singapore Columbia Asia, Malaysia’s Emaar group, Dubai’s Prexus Healthcare Partners and a couple of firms from USA. Source: http://timesofindia.indiatimes.com/Healthcare_sector_to_hit_75_bn/articleshow/2573652.cms - http://timesofindia.indiatimes.com/Healthcare_sector_to_hit_75_bn/articleshow/2573652.cms
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Mr. V
Date Posted: 16/Jul/2008 at 11:23pm
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What is the market size of the segment that VLCC, Shahnaz Hussain & Kaya cater to ? What kind of growth can we expect in this segment ? What are the margins? |
Posted By: kulman
Date Posted: 16/Jul/2008 at 12:02pm
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No idea. http://www.brushmanindia.com/id204.htm - This company is having plans for high end Salons. ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Mr. V
Date Posted: 16/Jul/2008 at 12:11pm
| Another promising company in this space is Biotique but I believe its privately held. |
Posted By: basant
Date Posted: 16/Jul/2008 at 7:27am
Reminds me of Supercuts from Beating the Street.  ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Mr. V
Date Posted: 17/Jul/2008 at 8:56pm
Can you elaborate on the business model of Supercuts and similar chains ? Is it better to have franchisees or have one's own outlets ? How are these kind of chains different from let's say fast food chains ? |
Posted By: Brittany
Date Posted: 28/Jul/2008 at 8:49pm
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Is it still a good idea to invest in companies of that particular sector?
------------- The world is a book and those who don't travel read only a page. |
Posted By: kanagala
Date Posted: 29/Jul/2008 at 11:51pm
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Marico should fall into health and wellness category. Most of the products are geared towards this. It is also opening beauty clinics.
------------- While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior. |
Posted By: manojc
Date Posted: 30/Jul/2008 at 7:34pm
| I think "Kerala Ayurveda" has a similar business model like Kaya and their major revenue is from health care only. With the presence of Ramesh Vangal, this company should do well in future. |