Poly Medicure Limited has informed the Exchange about Transcript
POLYMED · price
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Poly Medicure reported FY25 consolidated revenue of Rs. 1,670 crores, up 21.5% YoY, with EBITDA margin improving to 27.1% (from 26%) and PAT rising to Rs. 338.6 crores from Rs. 258 crores. Q4 FY25 revenue grew 16.5% to Rs. 440 crores with EBITDA at Rs. 119.5 crores. The Renal business was the standout, growing 60% to over Rs. 150 crores, with the company guiding for another 50% growth in FY26. Domestic business grew 18.6% and exports grew 24%. For FY26, management guided for ~20% overall revenue growth (30-32% domestic, 12-15% export), with EBITDA margins in the 25-27% range. Critical Care is expected to grow 2.5x, supported by 30+ new product launches, a drug-eluting stent rollout, and a Rs. 500 crore CAPEX plan across three new plants.
Strong execution with revenue and margins tracking ahead of guidance should be positive for the stock. The company's healthy cash position (~Rs. 1,100 crores), debt-free balance sheet, M&A pipeline, and aggressive CAPEX signal confidence in future growth, though export headwinds from global trade uncertainty remain a near-term risk.