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Earnings Call

QMS Medical Allied Services Earnings Call: Key Takeaways

QMS reports FY26 revenue of ₹172.9 Cr, up 11% YoY, driven by services expansion and the Saarathi Healthcare integration. The company is pivoting towards high-growth Patient Support Programs (PSP).

Why this was an Alfa AlertNot a filter event. Financial performance was steady or declined on net profit, with no significant beat against prior guidance mentioned.
Highlights
Revenue growth11% YoY for FY26.
MarginsEBITDA margin at 15.0%; PAT margins under pressure.
Demand visibilityStrong tailwinds in chronic disease management and digital health.
Management confidenceHigh on PSP and integrated healthcare model.

Growth

FY26 Revenue grew 11% to ₹172.9 Cr; however, PAT declined 13% to ₹11.9 Cr. EBITDA remained stable at ₹25.9 Cr.

Outlook

Focusing on scaling PSP platform and eGrameen portal access. Integrated Saarathi Healthcare to lead in disease management services.

Risks

PAT margins compressed from 8.8% to 6.9% YoY; finance costs increased significantly from ₹4.6 Cr to ₹6.6 Cr.

Source

Earnings Call filed with NSE, NSE: QMSMEDI. Summary written with AI assistance from the document.

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QMS Medical Allied Services Ltd: key numbers

Share price
₹196.64
Market cap
₹380.2 Cr
Revenue (annual)
₹172.9 Cr
Net profit (annual)
₹11.92 Cr
P/E (TTM)
31.9×Sector 57.8×
Promoter holding
68.11%+0.00% QoQ
FII holding
0.00%Current quarter

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

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QMS Medical Allied Services Limited is acquiring BeamOptics Scientific Private Limited. The strategic acquisition aims to expand the company's addressable market in healthcare business.

Execution
on or before 30th November, 2027
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Business Update

QMS Medical Allied Services Business Update

QMS Medical Allied Services executed a shareholders' agreement with investors and its subsidiary, Saarathi Healthcare, defining governance rights, veto powers, and share transfer restrictions.

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QMS Medical Allied Services Merger & Restructuring

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QMS Medical Allied Services Acquisition Worth ₹14.22 Cr

QMS Medical Allied Services Ltd acquired the remaining 24% stake in Saarathi Healthcare Private Limited for Rs. 14.23 Crore, making it a wholly-owned subsidiary.

Value
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QMS Medical Allied Services Other Announcement

QMS Medical Allied Services Limited informed the exchange regarding the dispatch of annual report links to shareholders who haven't registered their email addresses.

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QMS Medical Allied Services Limited has filed its Annual Report for the financial year 2025-26. The 9th Annual General Meeting is scheduled for September 30, 2026.