India healthcare
Asia Leaders
Devi Shetty Took Narayana Health Into Britain. The Debt-Funded Leap Must Preserve Its Low-Cost Edge
Narayana Health's British acquisition has lifted revenue and given Devi Shetty a new route into publicly funded care. It has also added debt, currency exposure and a demanding integration task just as the group is trying to unite hospitals and insurance in India.
Asia Leaders
Sangita Reddy Helped Build Apollo Into an Integrated Health Platform. Its Demerger Must Prove the Parts Are Worth More
Apollo Hospitals is preparing to demerge a profitable but still low-margin digital and pharmacy platform. Sangita Reddy's next test is turning structural separation into better capital discipline while preserving the patient links that gave the integrated group its advantage.