India's healthcare gap won't close soon: Quadria Capital

Quadria Capital's Amit Varma says India's healthcare infrastructure severely lags demand, a gap unlikely to close soon. He favours single-specialty hospitals, which post 10% higher EBITDA margins than multi-specialty peers. Chronic diseases—diabetes, hypertension—will drive future demand. Hospitals and diagnostics are top picks for next five years; CDMOs and biosimilars for the decade ahead.