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Earnings Call

Poly Medicure Earnings Call: Key Takeaways

Poly Medicure delivered solid revenue growth despite geopolitical and raw material headwinds, successfully pivoting towards high-margin oncology, renal, and cardiology segments while integrating key acquisitions.

Why this was an Alfa AlertNot a filter event; results and future growth guidance are in line with historical performance.
Highlights
Revenue growthFY26 revenue up 12.3% to ₹1,875cr; H2 outperformed H1 by 21%.
MarginsGross margins expanded 128bps to 68%; Q4 consolidated EBITDA at 21%.
Demand visibilityStrong domestic and international demand; visibility improving in US and Europe.
Management confidenceConfident but cautious regarding global geopolitical volatility and raw material inflation.

Growth

FY26 consolidated revenue rose 12.3% to ₹1,875cr; H2 grew 21% over H1, meeting prior H2 guidance.

Outlook

FY27 revenue guidance is ₹2,300-₹2,400cr (22-28% growth); EBITDA margins guided at 23-25%.

Risks

Raw material costs surged 20% due to crude prices; geopolitical disruptions in Red Sea impact logistics.

Source

Earnings Call filed with BSE, 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 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.