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Earnings Call

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.

Why this was an Alfa AlertManagement explicitly guided FY27 consolidated revenue to ₹2,300-2,400cr, which represents a growth rate of 22.7% to 28% YoY, notably reaccelerating from the 12.3% growth in FY26.
Highlights
Revenue growthFY26 Consol 12.3%; FY27 Guide 22.7% to 28% growth.
MarginsStandalone EBITDA 26.8%; Consol 23-25% expected due to acquisitions.
Demand visibilityIntact; pending orders in hand despite logistics nightmares.
Management confidenceStrong; cite 15-20 year customer relationships and 399 patents.

Growth

FY26 Consolidated revenue up 12.3%; Q4 standalone revenue grew 5.2% YoY and 6% sequentially.

Outlook

FY27 consolidated revenue guidance of ₹2,300-2,400cr (25%+ growth). Planned FY27 capex of ₹200-225cr.

Risks

High raw material costs (crude-linked), logistics bottlenecks in West Asia, and Chinese dumping in Renal segment.

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
₹1,672.10
Market cap
₹16,949 Cr
Revenue (annual)
₹1,875 Cr
Net profit (annual)
₹322.1 Cr
P/E (TTM)
53.2×Sector 54.5×
Promoter holding
62.42%+0.00% QoQ
FII holding
5.36%Current quarter

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

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