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2023
The rating of Russian medical companies by revenue growth rate was released
In September 2023, the most dynamically developing medical companies in Russia became known. The rating of firms was compiled by Vedomosti.
The 20 largest companies were included in the long list of the rating, based on revenue in 2022. Further, Vedomosti took into account six more indicators, including the level of revenue growth over five years, the dynamics of the increase in the number of clinics, the dynamics of the revenue of one clinic from the network, and so on.
The leader of the rating was the network of clinics Medsi"." It was also noted by the highest indicators in the categories of share in the total revenue growth and in the total increase in the number of clinics. According to Maria Kolomentseva, a consultant to Eqiva, Medsi was able to conduct several successful transactions, but at the same time, the revenue indicator for the location decreased by 44%. As the expert explained, this indicates the weak power of the new network locations.
The total revenue of the largest market players increased by 13% to 125 billion rubles. These companies grew through expansion (opening new locations, acquisitions and mergers with other companies). The most effective expansion took place at Mother and Child, Kolomentseva believes. As a result, the company achieved an increase in revenue by one location of 27%. And the highest indicator of organic growth is at the SM Clinic company.
According to the publication, the market for paid medical services has been growing steadily over the past five years, with the exception of the "covid" 2020. By 2022, the volume of the paid medical services market grew to 1.22 billion rubles.
The business of paid medical services is growing despite Western sanctions, which led to the suspension of supplies of various foreign medical equipment. As a result, the price of medical services has increased, an expert at BusinesStat told Vedomosti.
According to Eqiva, consolidation and attracting external investors will be the most important factors in the further development of the market. Non-core investors first became interested in the market during the COVID-19 pandemic, as well as the lack of access to foreign markets. Among the largest investors are called Rosatom, Medskan and Sberbank[1]
Investments in the launch of 10 largest private clinics in Russia for the year reached 7.39 billion rubles
Investments in the launch of the 10 largest private clinics in Russia in 2023 reached 7.39 billion rubles. This money went to the construction and repair of premises, as well as to the purchase of equipment. Such data are presented in a study by the analytical company Eqiva.
According to the study, in 2023 the volume of launch of new private medical centers of large size (from 1000 sq. M.) Reached 59.1 thousand square meters. m against 105.8 thousand square meters. m a year earlier. The decrease is due to the high base of 2022, when several large facilities of the SM-Clinic group were opened at once, and two Mother and Child hospitals were opened. New clinics of the Medsi, Medgard, Fomin Clinic, Be Healthy, Health 365 and others also appeared in 2022.
Clinics from the top 10 in 2023 accounted for 47.4 thousand square meters. m of new space. The average cost per square meter thus amounted to 155.9 thousand rubles (excluding the timing of the implementation of a project).
The total area of the 10 largest new clinics opened in Russia in 2023 amounted to 47.4 thousand square meters. m Among the largest were not only objects from Moscow and St. Petersburg, but also from cities in which new private medical infrastructure does not often appear - Izhevsk, Omsk, Perm and Kursk.
The largest project in 2023 was the launch in Moscow of a multidisciplinary medical center with a hospital by the Mother and Child group. We are talking about an institution with an area of 8755 square meters. m. The purchase of the object cost 2.24 billion rubles, another 600 million rubles were sent for retrofitting. The top three also included the medical centers of Meditsea (8600 sq. M.) In Izhevsk and SM-Clinic (4800 sq. M.).
The study also says that in 2023, attempts began to expand Russian clinics to other countries - mainly in the UAE and Armenia. The most active was the "Seagull" together with local partners.[2]
2022: The largest medical companies in Russia by revenue named
On November 22, 2023, Forbes magazine published a rating of the largest medical companies in Russia by revenue. The top 20 participants in the rating for 2022 earned a total of 208 billion rubles against 189 billion rubles a year earlier.
Experts attribute the growing indicators to the fact that services in many clinics have increased in price. The increase in the cost of receptions and various manipulations occurred after the imposition of sanctions. This was also the reason that consumers began to choose economy class clinics more often or refused paid options and preferred compulsory medical insurance. Paid health services could be afforded by 49% of men and 43% of women, according to a March 2023 survey by the National Fiscal Research Agency.
The most expensive visit in the rating of the publication is to the therapist at European Medical Center"." Admission by 2023 costs 20 thousand rubles. A year earlier, the price tag was almost half as much. The cheapest way to visit a doctor in the clinic Expert"" (also included in the top 20) is 1.5 thousand rubles. In the previous rating, the cheapest was the Kirov medical center "Light" (920 rubles, the company was not included in the rating of this year).
The largest medical company in Russia is named "Medsi," whose revenue in 2022 reached almost 36 billion rubles. The top 10 rating also includes "Mother and Child," "European Medical Center" (EMS), "SM-Clinic," "MedInvestGroup," Medical Institute named after Berezin Sergey (MIBS), "Medskan," the network of clinics "Scandinavia" and "Scandinavia Ava-Peter," "Expert" and the network of private medical centers "Catherine."
Forbes draws attention to the fact that the rating includes 11 Moscow companies, four from St. Petersburg, two from Yekaterinburg, one each from Lipetsk and Krasnodar.[3]
2021: Russia's largest private clinics named by revenue
On December 1, 2022, Forbes magazine published a rating of the largest medical companies in Russia in terms of revenue in 2021. The list includes 20 participants who, according to the results of 2021, earned 190 billion rubles in total, which is 22.4% more than a year earlier.
The first place in the ranking was taken by Medsi"," the revenue of which in 2021 exceeded 30 billion rubles. In second place European Medical Center"" (EMS) (25.2 billion rubles from seven clinics), closes the top three Mother and child"" (25.2 billion rubles from 50 clinics). Revenue was also above 10 billion rubles for CM Clinic"" (15.7 billion rubles) and Medical investment groups"" (13.4 billion rubles).
Stronger than others, the revenue increased the network of medical clinics "Catherine" from Krasnodar - by 63%. Thanks to this indicator, the company rose from 13th to 7th place in the ranking. The second place in terms of development dynamics belongs to the Kirov medical center "Light" - revenue growth by 62%.
The Centralized Clinical and Diagnostic Laboratory owned by the company in 2021 completed 1 million studies for the coronavirus COVID-19, earning 550 million rubles from this. From 12th to 8th place, the network of clinics "Scandinavia" and "Scandinavia AVA-PETER," owned by billionaire Alexei Mordashov, has moved.
Most of the largest clinics have significantly increased the admission price over the year: Medsi from 1755 rubles to 2250 rubles, Mother and Child from 3100 rubles to 5800 rubles, SM-Clinic from 1950 rubles to 2100 rubles, and MedInvestGroup from 5200 rubles to 6900 rubles. The decrease was recorded only in EMS - from more than 13 thousand rubles to 10 thousand rubles. Nevertheless, this is the highest cost of the initial appointment of a therapist in 2021. The lowest price was recorded in Lait (920 rubles).
The study says that in 2022, clients in private medicine will decrease. According to the through analytics service Calltouch, in February 2022, the number of Russians using paid services decreased by 10%. In March, in comparison with March 2021, the number of calls to commercial clinics decreased by 36%.[4]
2020
The Russian market for paid medical services decreased by 4.4%, to 680.6 billion rubles
According to the data, the Rosstat volume of the Russian market for paid medical services at the end of 2020 amounted to 680.6 billion, rubles having decreased by 4.4% compared to 2019. At the same time, the total revenue of the 20 largest medical companies in the country rose by 22.4% and reached 157.6 billion rubles, according to data Forbes that were released at the end of September 2021.
The first place in the magazine's ranking of the largest medical companies in the Russian Federation at the end of 2020 was again taken by Medsi. Annual revenue exceeded 25 billion rubles, and the number of patients exceeded 2.1 million.
On the second line of the rating is the capital's European Medical Center (EMC). In 2020, the company raised 21.4 billion rubles. The company is valued at $1.1 billion. It became the second network of clinics to go public after MDMG ("Mother and Child"). The clients of the center are 110 thousand people. In 2020, the average check of an outpatient appointment at the EMC was €282, the flow of patients increased by 20%.
Forbes He put "Mother and Child" in third position. By the end of September 2021, this network includes six multidisciplinary hospitals and 36 outpatient clinics. The company's revenue for 2020 amounted to 19.13 billion rubles.
Following the group, the Mother and Child company in the list of the largest medical companies in Russia is the SM-Clinic, presented in Moscow, Moscow Region, St. Petersburg and Ryazan. In 2020, more than 603 thousand people became customers of this network. The company for the year raised 12.5 billion rubles.
The Moscow company MedInvestGroup closes the top five. In 2020, she raised 12.3 billion rubles. The main driver was the opening of six nuclear medicine centers and three radiation therapy centers.
The sixth line was given to the Medical Institute. Berezin Sergey, who in 2020 served 1.46 million patients. According to the company, 15% of MRI studies in Russia are performed in its clinics. [5]
Top 5 private clinics in Russia increased revenue by 19% to 88.9 billion rubles
The total revenue of the five largest private clinics in Russia - Medsi, EMC, Mother and Child, Medinvestgroup and SM-Klinik - reached 88.9 billion rubles by the end of 2020, which is 18.6% more than a year earlier. These companies accounted for about 13% of the paid medical services market.
The rating of the largest private clinics in the Russian Federation by revenue for 2020 is as follows:
- Medsi - 25 billion rubles (+ 12.2%);
- EMS - 20.7 billion rubles (+ 26%);
- "Mother and Child" - 19.1 billion rubles (+ 18%);
- Medinvestgroup - 12.3 billion rubles (+ 49%);
- SM-Clinic - 11.8 billion rubles (+ 22[6]
Writes about this Kommersant"" with reference to the calculations of the analytical center, Vademecum made by order of the newspaper. Experts linked the growth in revenues of the top 5 networks of medical centers in Russia with their capacity to test and treat coronavirus COVID-19 and the possibility of doctors leaving for home. The treatment of patients with such an infection in 2020 has become one of the most expensive paid services.
In Medsi, the average cost of hospital treatment for 2020 reached 400,000 rubles. The share of the company's revenue for servicing patients with coronavirus accounted for 11%. Other clinics have estimated the cost of treating patients with the virus in a hospital at 500-700 thousand rubles and more.
The smallest share of 2% of COVID-19 was in EMC's revenue structure. They explain that the network did not initially focus on inpatient treatment of infection. SM-Clinic did not provide such services at all. But they clarified that the growth in revenue due to the admission of patients with other diseases amounted to 22% year-on-year, without giving absolute figures.
The revenue of medical clinics was also affected by an increased demand for planned care, including using compulsory insurance funds. Many clinics received additional clients due to their outflow from government agencies focused on the treatment of patients with COVID-19.
2019: The largest medical companies in Russia are named. Rating
At the end of September 2020, Forbes magazine published a rating of the largest medical companies in Russia. The first place in it was taken by the Medsi group of companies, whose revenue in 2019 amounted to 22.32 billion rubles.
In the second position is the European Medical Center with an annual turnover of 16.4 billion rubles, and the leading three were closed by the Mother and Child group with a result of 16.16 billion rubles.
Also, the top five in this indicator of medical Russian companies included SM-Clinic - 10.48 billion rubles, and the Sergei Berezin Medical Institute (MIBS) - 6.99 billion rubles.
In addition, Ava-Peter and Scandinavia - 4.94 billion rubles, Medicine - 4.94 billion rubles, MedSwiss - 4.36 billion rubles, National Medical Network - 4.32 billion rubles, and the network of clinics "Be healthy" - 4.31 billion rubles.
In total, the rating compiled by Forbes included 20 medical companies, the total revenue of which amounted to 124 billion rubles, which is 16% more than a year earlier. The volume of the entire Russian paid services market for 2019 in Rosstat was estimated at 712 billion rubles, and its growth - at 1%.
The largest growth among medical companies in 2019 was demonstrated by Sogaz Medicine (58.2%), Expert Group of Companies (26.1%) and Medicine (26%), according to Forbes data.
In the updated rating, as in its previous edition, all companies in the list have positive dynamics, the weakest growth indicators of Ava-Peter and Scandinavia (1.6%) Alexei Mordashov (No. 4, $16.8 billion), the Berezin Medical Institute Sergey "(3.1%) and the country's largest network of dental clinics" COPPER "(5.6%).
The number of patients in MIBS clinics in 2019 exceeded 1.4 million. According to the company, 15% of MRI studies in Russia are carried out in its clinics.[7]
Notes
- ↑ Vedomosti has compiled the first rating of the most dynamic medical companies
- ↑ Clinic Investments: 2023 Review of New Medical Facilities and Deals
- ↑ The total revenue of the 20 largest medical companies increased to 208 billion rubles
- ↑ The 20 largest medical companies are 2022. Forbes rating
- ↑ [https://www.forbes.ru/reitingi/441519-20-krupnejsih-medicinskih-kompanij-2021-rejting-forbes The Russian market for paid medical services sank. Leaders]
- ↑ %). The virus has collected its budget. Private clinics made money on pandemics
- ↑ 20 largest medical companies in Russia. Forbes rating