ALFA Finder| EBITDA Margin: guided vs achieved | 28.00% achieved Guided 25.00%–27.00%, 3.7% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 100.0% 2030 |
| Revenue growth | 30.3% YoY Consolidated; 12.3% YoY Standalone. |
|---|---|
| Margins | Standalone EBITDA margins improved 154 bps YoY to 28.0%. |
| Demand visibility | Strong growth in domestic cardiology and international trauma implants. |
| Management confidence | High; citing 'Polymed 3.0' exponential growth phase. |
Growth
Consolidated Revenue grew 30.3% YoY to ₹525.4 Cr. Standalone Operating EBITDA grew 18.8% YoY with 28% margins.
Outlook
Vision 2030 targets 2x revenue with industry-leading margins; 2 upcoming plants and 25-30 new product launches planned.
Risks
West Asia crisis caused 32% degrowth in Middle East markets; domestic renal business faces Chinese pricing pressure.
Last quarter's promises, checked
Delivered
- H2 revenue 20% above H1 → delivered 21% (= BEAT)
- Standalone EBITDA margin 25-27% → delivered 26.8% (= BEAT)
- Placing 450 dialysis machines → delivered 450 (= BEAT)
Partly delivered
- Launch 35 new products → delivered 35 including acquisitions (= PARTIAL)
Missed
- Standalone revenue growth mid-teens → delivered 4-5% (= MISS)
Investor Presentation filed with BSE, NSE: POLYMED. Summary written with AI assistance from 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.
More from Poly Medicure Ltd
All →Poly Medicure Earnings Call Transcript: Key Takeaways
Consolidated Q2 revenue rose 31%, but H1 organic growth was only 14%. Pendra Care is loss-making and Italy tenders are delayed. FY27 revenue guidance was reaffirmed and the standalone margin band raised.
- Call
- Guides 100% growth
Poly Medicure Other Announcement
Poly Medicure's board revised five governance policies and codes, including material subsidiary, materiality, related party transactions, and insider trading codes. The revised documents are published on the company website.
Poly Medicure Q2 FY27 Results: Net Profit ₹95.1 Cr, Up 3.6% YoY
Poly Medicure Ltd reported revenue from operations of ₹580.5 Cr (+30.8% YoY) and net profit of ₹95.1 Cr (+3.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹95.1 Cr · +3.6% YoY
Poly Medicure Board Meeting Date
Poly Medicure will hold a board meeting on 05 November 2026 to consider unaudited results. Trading window stays closed until 07 November 2026.
Poly Medicure Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
Poly Medicure Annual General Meeting
Poly Medicure conducted its 31st Annual General Meeting on September 5, 2026, via video conferencing. This filing provides a summary of the meeting's proceedings and agenda items.