Krishna Medical Institution Ltd (KIMS) was Incorporated in the year 1973 and is one of the largest corporate healthcare groups in Andhra Pradesh and Telangana in terms of patients treated and treatments offered. The company offers multidisciplinary healthcare services with primary, secondary, and tertiary care across 2-3 tier cities and an additional quaternary healthcare facility in tier-1 cities. Even in this turbulent market the stock had a breakout and taking support and looks to breakout above 600 on following inputs * A healthy Q2FY25, led by robust ARPOB growth as well as volume traction. • Its core clusters posted healthy growth, traction in Sunshine was robust. • Expect an improved volume performance in the key Telangana mature cluster. • KIMS planning to add ~3,000 beds in Kerala over the next five years. • Execution in this new cluster will remain a key monitorable. • Even as onboarding of a solid regional leadership team inspires confidence. * Ongoing ARPOB reset continues; Sunshine margins breach 30% mark. • Q2FY25 overall sales/EBITDA grew at 19/23% yoy, with EBITDA margin of 28.1%. • Slew of expansion plans to add ~73% to its existing bed capacity by FY27E. • Factor in the improved execution as well as the foray into Kerala.

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