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Friday, October 2, 2009

Indraprastha Medical Corporation Ltd and Zee News Ltd:Future growth prospects and outlook

1)Scripscan:Indraprastha Medical Corporation Ltd
cmp:35
Code:532150

Story:Indraprastha Medical is an associate company of Apollo Hospitals, in which the latter holds nearly 18.25% stake. It is a healthcare company, which operates through Indraprastha Apollo Hospital . Indraprastha Apollo, a 695-bed specialty hospital, was commissioned in December 1995 in collaboration with the New Delhi administration. The company offers various healthcares services. It provides diagnostic, medical and surgical facilities through its chain of hospitals. Its services include surgical services, dental, cardiothoracic, neuro, vascular, joint, plastic, cosmetic and general surgeries. It is India 's first corporate hospital. It primarily operates in India and is headquartered in New Delhi To capitalise on the long-term growth opportunity in the healthcare space, the company is expanding itself gradually. The company has recently announced plans to augment its facilities by an additional 175 beds. The project is expected to be complete within a year. It further plans to set up more than 10 satellite clinics in and around Delhi to facilitate easy availability of Apollo-type medical services to a larger cross-section of society. These clinics are slated to take the shape of mini-hospitals with all basic back-up emergency services aimed at providing post-treatment facilities to Apollo Hospitals patients. The hospital is also investing in upgrading technology. The demand for quality healthcare infrastructure and services in India far exceeds the supply. Thus, any addition to capacity would have incremental positive impact on its bottomline.The consolidated net sales for FY09 grew by 29% YoY to Rs 405.9 crore while EBITDA recorded a whopping 197% YoY growth to Rs 61.7 crore. Increased focus on pathways, faster turnaround of operation theatres, decreasing length of stay and the use of minimally invasive surgeries has significantly contributed to growth in its operating profits. As a result its EBITDA margin also rose by 860 bps YoY to 15.2%. Net profit for FY09 stood at Rs 23.9 crore. This grew by 48% YoY.Demand prospects for healthcare services appear strong in the light of higher longevity, demographic shift in the Indian population and acute shortage of hospitals. Rising incidence of lifestyle diseases and increasing penetration of health insurance suggests the service providers may enjoy strong pricing power in the years ahead despite the economic slowdown. At the CMP of Rs 35.8, the stock is discounting its FY10E earning of Rs 3.5 by 10x and FY10E EV/ EBITDA by 5.0x.A great buy for a perspective of 5 years horizon.

2)Scripscan:Zee News Ltd
cmp:45
Code:532794

Story:Zee News Ltd (ZNL) demerged from Zee Telefilms Ltd on March 31 2006 and became a listed entity on January 10 2007.Zee News reaches millions of Indians thorough a clutch of news and regional entertainment channels. The specific channels operated by Zee News Ltd are Zee News, Zee Business, Zee Marathi, Zee Bangla, Zee Punjabi, Zee Gujarati, Zee Telugu, Zee Kannada and Zee 24 Taas and 24 Ghanta. Zee News Limited also supplies content to the international broadcasting business of Zee in the US, Europe, Africa, Middle East and Asia Pacific.While ZNL has maintained its dominance in its existing properties in the regional broadcasting space, it continues to add new properties to its portfolio. With Zee Telugu and Zee Kannada having a strong presence in the south Indian regional entertainment market, ZNL is slated to enter the Tamil and Malayalam GEC space as well. The company would also be launching the Zee Telugu news channel in the second quarter this fiscal. ZNL has lined up Rs 200 crore of investment for new launches over the next couple of years. With its entry into newer territories the company would further scale up its target audience resulting in a higher subscription and advertisement revenue.Zee News’ market share has improved across properties. The company continues to dominate the Marathi and Bengali market, while gaining market share in the Gujarati, Kannada and Telugu market. ZNL has a market share of 55% and 45% in Marathi and Bangla genres, respectively. Zee Gujarati and Zee Kannada have also witnessed a rapid growth in market share rising from 27% and 9.5% in Q4FY08 to 35% and 16% in Q1FY09, respectively. The market share of 24 hours Marathi and Bengali news channels 24 Taas and 24 Ghanta stood at 33% and 36%, respectively.ZNL is in dominant positions in a majority of its regional GECs. The company fares better than its key comparable channels in the broadcasting space, IBN7 and NDTV India. At the current market price of Rs 45, the stock is trading at 13x FY10E EPS of Rs 3.5.Can be a great bet for the long term perspective.

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