POLYMEDBSEPoly Medicure LtdMediumNeutral
Announced Mon, 25 May · 15:56 IST

Enclosed

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

POLYMED · price

Loading chart…

▲ 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
-12.8%1-day move
₹1520.00
prior close
₹1500.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-4.1-4.0-3.7-3.9-12.8-11.2-12.8-13.0-11.7-6.6+1.2+8.2+10.2
Up moveDown movePending
AI summary

Poly Medicure reported FY26 consolidated revenue of Rs 1,875.3 Cr (up 12.3% YoY) and standalone revenue of Rs 1,662.5 Cr (up 3.8% YoY). Q4 FY26 standalone revenue hit a record Rs 443 Cr, while consolidated revenue reached Rs 534.5 Cr (up 21.3% YoY) aided by acquisitions of Citieffe and Pendracare Group. Standalone EBITDA margin came in at 26.8%, near the upper end of the 25-27% guidance range, with gross margins expanding by 130 bps due to product mix and cost optimization. Consolidated EBITDA margin was 24.4%, impacted by one-time acquisition costs of Rs 9.7 Cr and consolidation of acquired entities. The company holds strong liquidity of Rs 842.2 Cr and achieved ROIC of 21.4%. Key business updates include DEB commercial sales initiation, 450 dialysis machines sold, and acquisition of Brazil-based Medyneo for market access.

Likely market impact

Poly Medicure delivered steady standalone performance within guidance while consolidated margins are temporarily pressured by recent acquisitions. The company remains in a high investment phase with Rs 296 Cr capex and expanded R&D plans. Strong cash position and ROIC above 20% provide flexibility for growth execution.