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Earnings Call

Poly Medicure Earnings Call: Key Takeaways

Poly Medicure reported Q4 FY26 consolidated revenue growth of 21.3% YoY. The company is scaling via acquisitions like Citieffe and PendraCare while maintaining strong standalone ROIC above 20%.

Why this was an Alfa AlertNot a filter event. FY26 performance was in-line with management's stated guidance range of 25-27% EBITDA margin.
Highlights
Revenue growth21.3% consolidated growth in Q4 FY26.
MarginsStandalone EBITDA margins (26.8%) near upper end of 25-27% guidance.
Demand visibilityPositive clinician feedback on DEB and dialysis machine sales.
Management confidenceHigh; citing success in new product launches and acquisitions.

Growth

FY26 consolidated revenue grew 12.3% YoY to ₹1,875.3 Cr; standalone PAT grew 1.4% to ₹336.0 Cr.

Outlook

H1 to H2 revenue growth of 21% met guidance; expansion into high-end technology segments via recent acquisitions.

Risks

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

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.