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POLYMED · price

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Price reaction · full curve 14 horizons · vs prior close

-2.1%1-day move

₹1350.00

prior close

₹1340.10

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.6+0.4+0.1+0.6-2.1-0.6+4.8+5.2+2.5+5.0+24.4+23.3——

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AI summary

Poly Medicure delivered a strategic transition year in FY26, shifting from low-technology to high-technology segments. Q4 consolidated revenue was INR534 crores (up 21% YoY) with full-year consolidated revenue at INR1,875 crores (12.3% growth). Stand-alone EBITDA reached INR446 crores at the higher end of the 25-27% guided range. The company launched ~35 new products and placed 450 dialysis machines. New acquisitions (PendraCare and Citieffe) contributed INR65 crores in Q4. Management flagged headwinds from crude-linked raw material cost increases (~20% impact) and West Asia logistics disruptions (6-8% revenue exposure). FY27 guidance: consolidated revenue INR2,300-2,400 crores, stand-alone INR1,900-1,950 crores, with EBITDA margins of 25-27% (standalone) and 23-25% (consolidated).

Likely market impact

Management delivered on all Q3 commitments including margin targets and revenue growth, providing confident FY27 guidance of 25%+ revenue growth. Near-term margin pressure expected (down 200-300 bps to ~66%) due to raw material inflation, but mitigated by price hikes, currency depreciation on exports, and cost-saving initiatives.