India’s healthcare industry is entering a new phase of consolidation, this time around focused, single-specialty providers rather than sprawling hospital chains.Organised single-specialty healthcare platforms, from dialysis and fertility clinics to oncology, dental and eyecare networks, are on track to nearly triple in size to more than $12 billion by 2030, according to a new roadmap report by Bessemer Venture Partners. The segment, currently valued at about $4.4 billion, is expected to grow at a 22% compound annual rate, more than twice the pace of the broader healthcare provider market.The forecast shows a structural shift underway in India’s $54-billion healthcare services market, where capital is increasingly flowing toward narrowly focused care models built for scale, efficiency and repeatable outcomes, rather than capital-heavy, multi-specialty hospitals.A parallel system takes shapeMulti-specialty hospitals remain indispensable for complex, multidisciplinary treatments. But alongside them, a parallel ecosystem of specialised care providers has been quietly expanding, catering to high-volume procedures that follow standardised clinical pathways.These businesses are designed around narrow therapeutic areas, dialysis, fertility, cancer care, dental and chronic disease management, allowing them to standardise protocols, train staff efficiently and replicate clinics across cities with far less capital than traditional hospitals.Bessemer describes these as “specialty-native” platforms: purpose-built networks… Read MoreYourStory RSS Feed
