MEDPLUSNSEMedplus Health Services LimitedMediumNeutral
Announced Wed, 20 May · 22:00 IST

Medplus Health Services Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

MEDPLUS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.8%1-day move
₹914.75
prior close
₹975.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.7+1.0+3.9+3.5-1.8-1.3-3.0-3.4-1.4-1.5-3.5-8.7-13.5
Up moveDown movePending
AI summary

Medplus Health Services reported strong Q4 FY2026 results with revenue of ₹18,644m, up 23.5% year-on-year and 3.2% quarter-on-quarter. Full-year FY2026 revenue stood at ₹68,925m, a 12.3% increase over FY25. Gross margin improved to 26.5% in Q4 (up 30 bps qoq) and 26.2% for the full year (up 180 bps over FY25), driven by increasing private label share which now contributes 25.3% of pharmacy revenue. Operating EBITDA for Q4 was ₹1,076.3m (5.8% margin) and for FY26 was ₹3,658.4m (5.3% margin), up 31.8% YoY. The company added a record 618 net stores in FY26 (792 gross, 174 closures), reaching 5,330 stores across 13 states. Stores older than 12 months delivered 17.8% revenue growth, 13.1% store-level EBITDA margin and 80.0% store-level operating ROCE. Operating cash flow was ₹917m with closing cash of ₹5,942m.

Likely market impact

Medplus demonstrates consistent operational improvement with gross margins expanding YoY, store-level profitability increasing, and strong cash generation. The 618 store net additions in a single year signals aggressive but disciplined cluster-based expansion, and the rising share of private label should continue supporting margin expansion. The stock remains on a positive trajectory with improving unit economics at mature stores.