Jaykumar Doshi

Equity Analyst - Cosumers, Technology and Media sectors

[Jaykumar Doshi @JaykumarDoshi]

@TataPower This is not fixed yet. iOS App for EV Charging is not working. How do I escalate this?

[Jaykumar Doshi @JaykumarDoshi]

@TataPower
Looks like Tata Power EZ Charge App (IPhone version) is not working since a week. Tried using two different Accounts on two different IPhones. It works on Android phones

[Jaykumar Doshi @JaykumarDoshi]

@TataPower Any update on this?

[Jaykumar Doshi @JaykumarDoshi]

@WBN_India Ordered a product almost 10 days back and yet to receive delivery. It is with your logistics partner @elastic_run. I have followed up with the delivery person but he has not attempted a delivery despite promising me twice.

[Mohandas Pai @TVMohandasPai]

This is very very shocking!Only Rs 22 cr fine for deliberately causing misery to thousands for many days.THIS IS A JOKE AND CASE OF REGULATORY CAPTURE!Minister ⁦@RamMNK⁩ this is not punitive find.please act ⁦@PMOIndia⁩ ⁦@narendramodi⁩ https://t.co/AIyGleK7E7

[Jaykumar Doshi @JaykumarDoshi]

@airindia Thank you.

[Buggy Human @SridharanAnand]

Indigo blaming external factors is disingenuous when these factors were same for all airlines & none of the others had problems.

Looks like they ran their system without any slack & didn't take the crew rule changes seriously enough to fix this. Internal problem, not external.

[Jaykumar Doshi @JaykumarDoshi]

@MyntraSupport Shared requested details via DM

[Jaykumar Doshi @JaykumarDoshi]

@MyntraSupport Hi, Ordered Nike shoes which does not fit well. Return option is not available. Only exchange is allowed and the size is not available. Could you please resolve this issue.

[Dr Prashant Mishra @drprashantmish6]

NIVA BUPA Sanctioned 35 lakhs for Saif Ali khan for 5-7 days treatment in Lilavati hospital ( even injury was doubtful ) , see here , high risk bypass with pumping power 20-25 % and patient was in Bad shape , high risk bypass with Intra Aortic Baloon pump was done , total bill was 4.8 lakhs , sanction amount 2.87 lakhs , why ? because patient is a ordinary middle class , pay taxes , buy insurance and despite that you need to pay extra .

[Dr Prashant Mishra @drprashantmish6]

WhatsApp forward , must Read.

*India’s Silent Emergency* :
How Foreign Hands Are Hijacking Our Healthcare,
One Patient at a Time

A covert national security brief, disguised as a headline.
*For the eyes of every Indian who still believes hospitals exist to heal-not to harvest*.

In the shimmering corridors of India��s private hospitals, beneath the glint of new-age diagnostic machines and corporate efficiency, a silent takeover is unfolding. It began without a bang-no coup, no tanks, no headlines.

100% FDI (Foreign Direct Investment) in healthcare was allowed. No upper cap. No strategic oversight. No localisation mandates. *What was once a deeply human ecosystem-driven by values of service and sacrifice — became a marketplace on a global spreadsheet*.

And since then, foreign capital hasn’t walked-it has stormed in.

*The Great Hospital Handover*

Over the last few years, some of India's largest hospital chains have been fully or partially acquired by global private equity firms, sovereign funds, and foreign pension conglomerates:

*Manipal Hospitals* – backed by Temasek & TPG Capital

*Aster DM* – tied to Olympus Capital & other global funds

*Max Healthcare* – owned by Radiant Life Care, & *BMH* backed by KKR

*CARE Hospitals* – controlled by Evercare, a TPG–CDC vehicle

*Fortis Healthcare* – acquired by Malaysia’s IHH Healthcare

*Medica Synergie* – financed by pan-Asian investor networks

*Sahyadri Hospitals* – until recently, controlled by Canada’s Ontario Teachers’ Pension Plan (OTPP), now bought by Manipal in a ₹6,400 crore deal

These are no longer Indian hospitals.

They are foreign financial assets-spread across annual reports in New York, Singapore, Toronto, and Abu Dhabi.

*What was once a temple of healing is now a tool of strategic monetisation*.

Who Does the System Truly Serve?

What does this transformation mean for ordinary Indians?

• Treatment costs have soared — not due to better care, but to meet boardroom profit targets.

• Doctors are pressured to act as sales agents, with performance incentives tied to diagnostics and procedures.

• The poor, the rural, and the complex cases — unless “high-margin” — are quietly turned away.

• The ethics of medicine are overpowered by quarterly returns, investor expectations, and actuarial calculations.

• Monopolies are forming in critical care regions, where one conglomerate controls diagnostics, pharmacy, insurance, and hospital care — end-to-end.

And underneath all of this is a new gold rush — not for organs or land, but for data.

*The Data Goldmine*: Your Body Is Their Business Model

Every visit to a private hospital — every blood test, MRI, gene panel, ICU monitor reading, medication profile — is quietly captured, stored, and monetised. Hospitals now run on data economics. Your medical records are used to train foreign-owned AI diagnostics, build predictive models for health insurance underwriting, and refine drug targeting algorithms — often without your explicit consent.

India’s regulatory vacuum — where patient data is neither sovereign nor protected — has turned its people into clinical lab rats for the Global North.

*From Patients to Patents*: How Pharma Giants Exploit Indian Data

Foreign pharma companies now view Indian hospitals as real-time drug development labs. Here's how it works:

Patient data is anonymised (or not) and transferred to offshore R&D centres.

AI platforms mine this data to discover new drug targets, simulate treatment responses, and design early vaccine trials.

Indian diversity — genetically, geographically, and demographically — becomes a testing ground for products priced far beyond Indian affordability.

From cancer immunotherapies to cardiac biologics to vaccine booster models, Indian suffering has become a substrate for Western patents.

No royalties. No IP transfer. No public benefit. Just one-sided extraction.

*The Insurance–Hospital–Data Cartel: A Systematic Loot*

[Jaykumar Doshi @JaykumarDoshi]

@dominos_india Delivered non-Veg Big Big Pizza instead of Veg. Domino’s Hubtown store Andheri West Mumbai

[Mangalam Maloo @blitzkreigm]

FINES ON TRAFFIC VIOLATIONS INCREASED BY 5-10X

Yeah right! @MTPHereToHelp is anything but here to help!

There’s a massive increase on fines for traffic violations.

Obviously none of these will apply to Two Wheelers, Qcomm Riders, Construction trucks, Water Tankers and BEST Buses - the biggest offenders.

Also, where are the roads and supporting infra?

There’s a massive parking lot completed and constructed in Lower Parel, but @mybmc hasn’t started it and all roads around it have been dug up.

As always, it’s never the law / it’s their implementation that matters.

These fines and changes will only burden those already paying a little more! Not to mention the crazy corruption that will ensue!

Citizens of Mumbai have been the worst treated metro citizens in the world.

I wish the leadership really takes note of this.

@Dev_Fadnavis @CMOMaharashtra @PMOIndia @narendramodi

[Jaykumar Doshi @JaykumarDoshi]

@EkanshMittal_KW Thanks @EkanshMittal_KW could you please share names of yarn manufacturing companies where promoters have bought shares from open market? We track this data and our trackers haven’t picked anything. Thanks

[Jaykumar Doshi @JaykumarDoshi]

@virajmehta16 @dhavaldama Congratulations and best wishes! @virajmehta16 and @dhavaldama

[Jaykumar Doshi @JaykumarDoshi]

@reliancejio @JioCare @pankajthap
We are experiencing disruption of JioFiber for 20-30 hrs every weekend since 4-5 months. It looks deliberate. Shri @JM_Scindia Could your team please look into this and could you please introduce regulations and impose service standards.

[Jaykumar Doshi @JaykumarDoshi]

@reliancejio @JioCare @pankajthap
We are experiencing disruption of JioFiber services in Vile Parle East almost every weekend since the past 1-2 months. JioFiber is usually down for most of the weekend. Could you please let us the reason and have your team fix it permanently. Tx

[Jaykumar Doshi @JaykumarDoshi]

@GhazalAlagh @honasa_india @mamaearthindia Rs111 cr

[Jaykumar Doshi @JaykumarDoshi]

@airvistara I am planning to cancel my Maldives trip (March 2024) in view of recent developments. Any chance you can provide refund/credit voucher that I can use to travel to some other destination? Thanks

[Jaykumar Doshi @JaykumarDoshi]

@Aditya_joshi12 Thanks. Have sent you an email