Opportunity Overview
- India’s Infertility Treatment Industry is one of the fastest growing segments
- The industry landscape is currently dominated by two large players – Indira IVF and Nova Infertility, with all others players being small & fragmented
- The market leaders have mopped up >75 Mn USD of investment from marquee players such as Goldman Sachs & NEA at attractive valuations
- The idea is to combine few already identified smaller players into a platform to create the 3rd largest player in the space (Sales > Rs 1 Bn)
- Such a platform has already been successfully created in the Diagnostics space called Nuberg diagnostics
- Opportunity to catalyze this platform through an investment
Key Investment Highlights
- The consolidated revenues and size of the platform will attract superior valuations, and the entity can grow at a CAGR of 30% - 50%, in line with market leaders
- The platform will retain the emphasis on the doctor, while benefiting from scale. This will create a unique proposition, appropriating more value to the platform from investors
- It will enjoy Strong consolidated referral network across the country
- There will always be avenues to integrate more smaller players to expand even faster
Industry Size
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