Healthcare, which is projected to be a 307 USD Bn market by 2025, is ripe

for disruption

Market size of healthcare industry in

India (USD Bn)200 174

15099 12

%88100 7968605250

0FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 20P

Market breakup by revenues (%)

Hospitals18%

Pharmaceuticals

5%

7%Medical Equipment andSuppliesDiagnostics

2014

51%

19%Governmentexpenditure

Healthcare growth drivers in India

▪ Growth in Awareness and Acceptability– Rapid urbanization – Consumerism

▪ Growth in Affordability – Rising incomes– Insurance coverage

▪ Growth in Access – Private capital – PE and VC money– Innovations

▪ Growth in Demand– Chronic diseases– Rising population

Evolution of healthcare spend in India (EUR billion)1

6041

2084

2020E

190-200

2015E

80-90

20102006-07200119961991

14%

~14%

SOURCE: BMI; WHO; Press search

Healthcare spend in India has grown at 14% over last 20 years and is projected to become EUR ~200 bn by 2020

The issueChallenges around access, affordability and quality of healthcare contributes to low life expectancy Per 1,000

people:2016

68yearsAverage

lifeexpectancy

0.65 doctors1.3 nurses1.3 hospital beds

Desired outcomeImproved health outcomes with easier access to quality healthcare infrastructure

2034 80years2.5

5.03.5

doctorsnurses

beds

Achieving outcome by traditional meansBuilding more traditional hospitals

Investment in medical education

Addition of 3 million doctors

Addition of 6 million nurses

Additional 3.5 million hospital beds required to achieve desired outcomes

SUPPLY & DEMAND

Indian healthcare industry's demand for workforce to double to

7.4 million in 2022

Paradigm Shift

Cost

Accessibility Quality

Current Model

Illness

Symptom-based Diagnosis

Treatment

Recover or Revisit

Chasing Disease

Accessibility

Genetic Predisposition

Monitoring and Prevention

Cost Quality

Stratified Population

Diagnose

Treatment Selection

Treatment

Treatment Monitoring

Predict, monitor & prevent

Future Model

Technology Trends – Indian Healthcare

Access Cost Quality

Digital health for the masses: Remote monitoring

and m-HealthLow-cost products & services

(Make in India)

Healthcare Information Technology (IT-enabled)

India-focused R&D(Invent in India

Non-Communicable diseases

Communicable disease

Mother &

Child

Enhanced Connectivity & Digital Solutions

Mobile Smartphone Internet0

10

20

30

40

50

60

70

80

90

100

69

2

12

79

2933

Penetration of digital resources in India Awareness Diagnosis Treatmen

t Follow-up

Telemedicine• Tele-consultations• Doctor on call• Tele-radiology centers• E-ICUs

Remote patient monitoring• Self-testing and basic treatment at home• Tracking and monitoring of health-related data

Lifestyle management• Education tools• Reminders for diet and medication• Mobile systems to track compliance• Wearable technology

2012

2017

%

Computer Literacy – Teaching & TrainingSimulated labs for basic training

• Enable low-cost training, assessment in simulated labs

Online continuing medical education

• Increase CME Compliance for doctors through online platforms

Virtual training and distance learning

courses

• Complement existing medical infrastructure with distance learning for medical education

• Des Moines University, US• Standardized

performance assessment laboratory with simulated patients

• In India, Health Varsity is the first online portal

• In the US, Medscape provides CME across 35 specialty areas

• Apollo Initiated virtual education in India, through Medvarsity

• 25 courses and 2,500 registered medical students.

Possible benefit from application

Examples

Standardization of Healthcare Data - NEHA

Government Host – National EMR

National Healthcare Registries

National Registry for Stroke - 2013National Cancer Registry - 1982

Data Analytics – Big Data

START-UP ENVIRONMENT

NETWORK

Ecosystem Corporate Incubators & Accelerators

Market Access Partners

A Young India can take care of greying world!

Startups

Incubators

Accelerators

Enterprise

Academia

Government

Technology

Services

Capital

Network

Homecare

Remote Health

mHealth

Point of Care

Diagnostics

Wellness

Preventive Health

Fall Detection/Emergency

Compliance

~ 1000 million elderly

population

110 Startup

s

Healthcare Information Infrastructure

Hospitals

Clinics

Pharmacies

Medical Education & Training

Firewall

Application ServersData Warehousing / Mining

Insurance

Hospitals

HospitalsHospitals

Hospitals

Internet

HospitalsHospitals

ISP Cloud“MINDSET”

Standards Legislation

TechnologyProtocol

Pull from the future

Health Portal

Reaching Rural IndiaMobile Medical Unit

Tele Advice

HIT ConvergenceStandardsConnectivity

NationalNetwork

Telemedicine Network

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