Investor Presentaiton
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Executive Summary
Max group, a leading conglomerate has a history of spotting early trends, creating iconic brands and successful
businesses:
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-Max Life Insurance (2000), Max Healthcare (2004), Max Bupa Health Insurance (2008) - all leading brands in their respective
sectors
- Partnered with best-in-class strategic and financial investors e.g., New York Life, Mitsui Sumitomo, Bupa, Warburg Pincus,
Goldman Sachs, KKR, IFC, Vanguard, Temasek, GIC, Baron, Capital, Fidelity, Nomura
⚫ Our latest bet is on the fast-emerging Senior Care space in India, which is already a $10-12 billion market:
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Fastest growing age segment in India - from 130mn at 8% of population to estimated 20% of population by 2050
Healthcare spends of senior household are 3-5X of others - driven by increased life expectancy and nuclear families.
Leveraging our core capabilities, we have identified four verticals to create an integrated senior care ecosystem:
Residences for Seniors - Fast emerging real estate category with sizeable demand-supply mismatch
A.
B. Assisted living (Care Homes) - While nascent in India, it is a large and profitable market globally
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Home healthcare (Care at Home) - Fastest growing segment within healthcare
D. Medical equipment (MedCare Products) - Large underlying opportunity in the patient aids segment
Over the last 24 months, we have seeded these verticals and gained early successes:
Residences for Seniors: Launched two benchmark communities; Dehradun (91% sold) and Noida Phase I (73% sold)
Care Home (CH): Launched 4 CH with 90 beds to establish product category; plan to ramp-up capacity to 2,000 beds in 5 yrs
Care at Home: 16 service lines to make a comprehensive portfolio; youngest organization to achieve QAI clinical accreditation
MedCare Products: Sales and rental of patient aids; Plan to launch a strong B2C channel with stores and ecommerce
• We are well capitalized to pursue the scale-up of these opportunities with ~Rs. 570 crores of assets
Revenue growth of 83% to Rs. 237 Crs, with EBITDA loss reduced to Rs. 0.7 Crs in FY22 from Rs. 29 Crs in PY
ANTARA
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MAX
INDIA
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