Brief India: Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle and more
In this briefing: Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 Primer: Kaynes Technology India (KAYNES IN) - Apr 2026 Aequitas: Integris Medtech Ltd Pre-IPO: Medtech Platform with Strong Growth but Elevated Leverage Primer: Delta Corp Ltd (DELTA IN) - Apr 2026 1. Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle Yatharth is an NCR-anchored quaternary hospital chain compounding revenue at 40% CAGR, the fastest in India's listed hospital universe. From a current 2,550 beds, Yatharth targets 5,000 beds by FY29, deploying Rs. 1,500 crore capex over the next 4-5 years across NCR and North India. Trading at a 38-60% discount to large-cap peers purely on ramp-up drag and high government receivables, both of which are structurally reversing over the next 12-18 months. 2. Primer: CG Power and Industrial Solutions (CGPOWER IN) - Apr 2026 CG Power and Industrial Solutions is a leading Indian engineering conglomerate with a strong market position in the power and industrial systems sectors.