BCH expects strong Q3-Q4 performance, bed occupancy rate rises to 65-70%

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BCH or Bangkok Chain Hospital Public Company Limited expects its operating results in the third and fourth quarters of 2026 to grow strongly compared to the same period last year, as this is the high season for the hospital business, with seasonal epidemics and continuous rainy weather. This has pushed the average bed occupancy rate of hospitals in the network up to 65-70%, with a significant increase in the number of inpatients (IPD), especially for respiratory diseases and RSV in young children. Meanwhile, foreign patients continue to recover, particularly from the CLMV group and the Middle East market, which has grown by more than 100% in every quarter since the beginning of the year. The company expects the proportion of revenue from foreign patients in 2026 to increase to approximately 14-15%, up from the previous peak of 18% before the pandemic. As for the adjustment of medical service fees under the Social Security scheme, it is expected to be concluded by October 24, 2026, with BCH being 100% confident that there will be an increase in service fees, as there has been no adjustment for four years. Meanwhile, the budget based on the Relative Weight (RW) index has been finalized, with a guaranteed payment of 12,000 baht throughout the year. Currently, BCH has nearly 1.3 million insured persons in its network, and it is expected that the opening of two new hospitals will add approximately 200,000-300,000 more insured persons. The Samut Prakan branch is expected to open by the end of this year or early 2027, while the Rayong branch is scheduled to open next year, with plans to open a branch in Pattaya in the future. At the same time, the company has started recognizing revenue from the acquisition of Kasemrad International Hospital Ubon Ratchathani since August 1, and is considering domestic M&A deals to drive growth.

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