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Investor Presentation

QMS Medical Allied Services Investor Presentation: Key Takeaways

QMS delivered strong Q1FY27 performance with 22% YoY revenue growth. Strategy focuses on scaling Services (Patient Support Programs) and expanding proprietary Q-Devices portfolio.

Highlights
Revenue growth22% YoY growth in Q1FY27
MarginsEBITDA margins improved to 14.6% from 14.1% YoY
Demand visibilityStrong traction in Products; Services emerging as key growth engine
Management confidenceConfident in sustainable growth and long-term value creation

Growth

Revenue reached Rs 56.9 Cr (+22% YoY); EBITDA grew 27% to Rs 8.3 Cr; PAT grew 25% to Rs 4 Cr.

Outlook

Expect to acquire remaining 24% stake in Saarathi Healthcare by end of Q2FY27 to strengthen disease management capabilities.

Risks

Regulatory limits on direct promotions in India and competitive pressures in the medical device distribution space.

Last quarter's promises, checked

Delivered

  • Guided FY26 EBITDA margin ~15% → delivered 15% (= BEAT)
  • Guided FY27 Revenue INR 216 Cr → Q1FY27 run-rate INR 227.6 Cr (= BEAT)
  • Guided Services margin 25% → delivered 25% (= BEAT)

Partly delivered

  • Guided doubling Services revenue mix → reached 41% from 31% (= PARTIAL)

Missed

  • Guided FY26 EBITDA 17% → delivered 15% (= MISS)
Source

Investor Presentation filed with NSE, NSE: QMSMEDI. Summary written with AI assistance from the document.

Read the document ↗

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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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

QMS Medical Allied Services Limited approved a composite demerger scheme for its healthcare business and the acquisition of a 100% stake in BeamOptics Scientific Private Limited.

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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
₹14.22 Cr
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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.