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% FY30 |
| Revenue growth | 30.3% consolidated growth; 12.4% organic; inorganic contribution significant. |
|---|---|
| Margins | 73.4% consolidated gross margin; improvement driven by high-tech product mix. |
| Order book | Middle East order book is strong but currently facing shipping bottlenecks. |
| Demand visibility | Strong domestic/European demand; Middle East demand intact but supply-blocked. |
| Management confidence | Confident in tech-led ascent; strategic focus on high-margin, complex devices. |
Growth
Consolidated revenue grew 30.3% YoY, heavily aided by the Pendrakare and CTF acquisitions.
Outlook
Management aims to double revenue by FY30 via high-tech verticals and aggressive international direct-market expansion.
Risks
Geopolitical unrest in West Asia stalling shipments; Chinese dialysis dumping; rising logistics costs.
Last quarter's promises, checked
Delivered
- Guided H2 revenue 20% > H1 → delivered 21.5% (= BEAT)
- Guided SA EBITDA margin 25-27% → delivered 26.8% (= BEAT)
- Guided 35 new product launches → delivered 35 (= BEAT)
Partly delivered
- Guided INR 296Cr Capex → delivered INR 296Cr (FY26 actual) (= BEAT)
- Guided 450 machine placements → delivered 450 (= BEAT)
Missed
- Guided 30-35% Renal growth → delivered 20% (= MISS)
Earnings Call Transcript 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.