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Earnings Call

Poly Medicure Earnings Call: Key Takeaways

Poly Medicure delivered strong FY26 performance with 12.3% consolidated revenue growth and significant gross margin expansion. Strategy focuses on high-end tech segments through Citieffe and PendraCare acquisitions.

Why this was an Alfa AlertNot a filter event. FY26 standalone EBITDA margin (26.8%) was within the guided range of 25-27%.
Highlights
Revenue growthConsolidated FY26 grew 12.3% YoY; Standalone grew 3.8%.
MarginsGross margin expanded 130bps in FY26 due to better product mix.
Demand visibilityStrong H2 momentum; 21% growth vs H1 FY26.
Management confidenceHigh; citing sustained customer engagement and pricing strategy success.

Growth

FY26 Consolidated Revenue up 12.3% YoY to ₹1,875.3cr; Standalone PAT up 1.4% to ₹336cr.

Outlook

Strong trajectory with H1-H2 revenue growth of 21%; Capex of ₹296cr in FY26; expanding cardiology/orthopedics footprint.

Risks

Q4 consolidated EBITDA impacted by acquisition costs and one-time regulatory/employee provisions in subsidiaries.

Source

Earnings Call filed with NSE, NSE: POLYMED. Summary written with AI assistance from the document.

Read the document ↗

Poly Medicure Ltd: key numbers

Share price
₹1,724.40
Market cap
₹17,479 Cr
Revenue (annual)
₹1,875 Cr
Net profit (annual)
₹322.1 Cr
P/E (TTM)
55.5×Sector 57.8×
Promoter holding
62.42%+0.00% QoQ
FII holding
5.56%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Poly Medicure Earnings Call: Key Takeaways

Poly Medicure reported FY26 consolidated revenue of ₹1,875cr (up 12.3%) and standalone EBITDA of ₹446cr (26.8% margin). The company is transitioning from product-focused to therapy-focused segments like Cardiology and Renal.