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Dhruvi Mehta

Research Analyst at SG Analytics

Dhruvi Mehta is an Equity Analyst at SG Analytics, specializing in healthcare sector research with coverage of firms such as Auna SAA in Latin America. She is noted for her participation in earnings calls and strategic analysis for listed healthcare companies, helping inform investor decisions with expert sector insights. Since joining SG Analytics, Mehta has contributed to improved data-driven coverage, though public performance metrics and investment rankings for her equity calls are currently unavailable. Her prior experience includes analyst roles and internships focused on financial analysis and advisory, and her academic credentials include a Bachelor of Commerce from Narsee Monjee College, with no FINRA registration or securities licenses publicly reported.

Dhruvi Mehta's questions to AUNA (AUNA) leadership

Question · Q3 2025

Dhruvi Mehta, in a bundled question, sought clarification on whether the Sojitz collaboration is part of the previously announced $500 million investment plan for Mexico or a separate initiative, Sojitz's role in co-investment and execution, and the nature and quantifiable top-line impacts of the $500 million investment.

Answer

Suso Zamora, Executive Chairman and President, Auna, confirmed that the $500 million investment plan is related to the MOU with Sojitz and represents a sizable portion of Auna's investment strategy in Mexico. He emphasized that this partnership is expected to generate significant top-line and EBITDA growth, with the intention to grow the top line at high teens and above.

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Question · Q3 2025

Dhruvi Mehta asked for clarification on the Sojitz partnership, specifically if it's part of the $500 million investment plan for Mexico or a separate initiative. She also inquired about Sojitz's role in co-investment, capital contributions, or execution, and the nature of the $500 million investment, including quantifiable top-line impacts.

Answer

Suso Zamora, Executive Chairman and President, confirmed that the $500 million investment plan for Mexico over five years is related to the MOU with Sojitz. He stated that the partnership, while not having a specific number attached to the MOU itself, represents a sizable part of Auna's investment plan in Mexico. He expects this collaboration to produce significant top-line and EBITDA growth, aiming to continue growing the top line at high teens and above.

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