Kolkata: Rekha Jhunjhunwala is one of the names that attracts attention on Dalal Street. Her investments in stocks are closely tracked by many for directions and gaining insights into market trends. The healthcare sector seems to be one of those that is growing gradually. While hospitals are adding beds, the healthcare insurance sector is also picking up. Pharmaceuticals companies are also increasing their capacities and product portfolio. Analysts are saying that valuations are not particularly low in this sector. In this climate, Rekha Jhunjhunwala’s portfolio has these three healthcare stocks among others which are worth taking note of. These are Fortis Healthcare, Inventurus Knowledge Solutions, Star Health & and Allied Insurance share. Let’s have a close look at each of them.
Fortis Healthcare
The company reported a 17.5% rise in Q3FY26 consolidated revenue which stood at Rs 2,265 crore, while revenue from diagnostics grew 7.3% to Rs 327 crore. The company posted PAT at Rs 197 crore, which dipped from Rs 250 crore last year, mainly due to expenses related to the new labour codes.
The hospital business was the key growth engine. Occupied beds rose 14% YoY to touch 3,189 while occupancy was steady at 67%. Average revenue per occupied bed, a key metric, rose 4.5% to Rs 2.56 crore per annum. The company achieved 52% rise in robotic surgeries. Expansion is key to strategy of the company. In January this year Fortis acquired 125-bed People Tree Hospital in Bengaluru at a cost of Rs 430 crore. The company also bought contiguous land to add more than 300 beds. Bed expansion throughout the network is also going on. In FY26, the company added about 750 operational beds. Diagnostics also improved. In the past one year, the stock appreciated 35.4%.
Star Health & Allied Insurance
At the end of Q3FY26 period, Rekha Jhunjhunwala held 17.1% stake in Star Health & Allied Insurance worth Rs 4,289.1 crore. This company is the country’s first standalone health insurance provider and has a leadership position in the retail health segment. Health insurance is one of the fastest-growing segments in healthcare sector. Incidentally, retail health insurance grew 33.6% in Q3FY26 period and was far ahead of the non-life insurance industry growth of 11.5%.
Star Health & Allied Insurance posted Q3FY26 gross written premium of Rs 5,047 crore, marking 23% YoY growth. PAT jumped 416% to Rs 449 crore from Rs 87 crore a year earlier in the same period. The company’s underwriting profit in Q3FY26 stood at Rs 46 crore, up from a loss of Rs 79 crore last year.
Growth has been attributed to both new fresh business and renewals — new business premium rose 45% in the quarter and renewal case premium grew 17%. The agents helped the business by accounting for 83% of business. The other business driver is the digital platform. It accounted for 9% of overall business and 20% of fresh business in the first nine months of FY26 while digital premium jumped 35% YoY. Also AI-powered claims platform has come to handle about 57% of claims. The company is also reshaping its portfolio mix.
In the past year, the share price of Star Health & Allied Insurance went up 27.1%.
Inventurus Knowledge
At the end of Q3FY26 period Rekha Jhunjhunwala held 49.3% stake in Inventurus Knowledge Solutions valued at Rs 12,777.3 crore. Inventurus Knowledge Solutions offers healthcare solutions through its care enabling platform. One has to understand this company’s business. It is not running hospitals or making medicines. It helps healthcare providers in the US by handling their administrative and revenue-linked jobs and helps doctors to focus on patients. This is a market that is valued at about $260 billion. The portion that is outsourced is only around $35 billion and growing at 12% annually.
Inventurus Knowledge posted Q3FY26 revenue of Rs 815 crore — a 24% YoY growth. PAT was Rs 183 crore, marking 41% growth YoY. The revenue is driven mainly with the help of technology. The company is focused on the US market. In the past one year the share price of Inventurus Knowledge Solutions has gone up 6.3%.
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