ALFA Finder| Revenue growth | 21.8% YoY |
|---|---|
| Margins | Declining: EBITDA margin 3.5% vs 4.7% YoY |
| Demand visibility | Strong pharmacy demand; Diagnostics growing 22.4% |
| Management confidence | Moderate; tracking 99% of AOP revenue |
Growth
Revenue grew 21.8% YoY; Pharmacy segment up 21.8% and Diagnostics up 22.4%. PAT declined 21.7% YoY.
Outlook
Added 146 stores in Q1; total network at 5,476. Planned FY27 Capex of ₹1,977.6M for expansion.
Risks
Gross margin compression (160 bps YoY) due to lower Private Label sales mix and lower franchisee margins.
Last quarter's promises, checked
Delivered
- Guided 9-10% SSSG → delivered 17.8% (= BEAT)
- Guided 30-33 day warehouse inventory → delivered 30 days (= BEAT)
Partly delivered
- Guided 800 net new stores for FY27 → delivered 146 in Q1 (= PARTIAL)
Missed
- Guided 5.7-5.8% EBITDA margin → delivered 3.5% (= MISS)
Investor Presentation filed with NSE, NSE: MEDPLUS. Summary written with AI assistance from the document.
Medplus Health Services Ltd: key numbers
- Share price
- ₹625.80
- Market cap
- ₹7,519 Cr
- Revenue (annual)
- ₹6,892 Cr
- Net profit (annual)
- ₹219.7 Cr
- P/E (TTM)
- 35.6×Sector 54.5×
- Promoter holding
- 40.19%+0.00% QoQ
- FII holding
- 12.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Medplus Health Services Ltd
All →Medplus Health Services Adverse Business Impact
Medplus subsidiary Optival Health received a two-day drug licence suspension for its Kothagudem store. Expected financial impact is Rs 0.44 lacs, and compliance measures are underway.
- Value
- ₹0.00 Cr
Medplus Health Services Adverse Business Impact
MedPlus stores in Karnataka face four-day drug licence suspensions. Expected financial impact is about Rs 4.06 lacs.
- Value
- ₹0.04 Cr
- Execution
- Four days
Medplus Health Services Capital Structure Change
MedPlus approved a buyback of 17.33 lakh shares at ₹750 each, up to ₹130 crore. The buyback equals about 1% of paid-up capital via open market.
- Value
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Medplus Health Services Adverse Business Impact
MedPlus Health Services' subsidiary Optival Health Solutions had its drug licence suspended for five days for a Suryapet store. Expected financial impact is about Rs 1.32 lakh.
- Value
- ₹0.01 Cr
- Execution
- 05 days
Medplus Health Services Board Meeting Date
MedPlus Health Services scheduled a board meeting for 6 November 2026 to consider a share buy-back. The trading window for designated persons closes from 30 October 2026.
Medplus Health Services Capital Structure Change
ICICI Prudential Mutual Fund disclosed under Regulation 29(2) that it bought 24,35,693 Medplus shares, lifting its stake to 9.21%. The acquisition was made in the open market, not off-market.
- Promoter stake change
- +1.97%