Jefferies Calls Indian Hospitals the Top Growth Industry for FY24-26, Citing an Expected Capacity Boom.

The industry will be marked by rapid bursts of growth and times of moderate development, but it will witness significant capacity expansion and an increase in average revenue per occupied bed

According to recent research by Jefferies, India’s hospital industry is likely to have a considerable increase in new capacity

According to the research, hospitals are preparing for major capacity growth over the next 12 -15 months, with a projected increase of 3-10 percent.

The growth is expected to be unpredictable, with periods of sluggish progress followed by bursts of fast development.

This planned bed increase is likely to complement the rise in Average Revenue Per Occupied Bed (ARPOB)

Jefferies attributed future “lumpy” growth to the time it takes for additional capabilities to break even, which may range from 6 to 18 months.