Poly Medicure Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

POLYMED · 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

-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—

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AI summary

Poly Medicure reported standalone FY26 revenue of Rs 1,662.5 Cr (up 3.8% YoY) and consolidated revenue of Rs 1,875.3 Cr (up 12.3% YoY), with Q4 standalone revenue at Rs 443 Cr - highest ever quarterly standalone revenue. Gross margin expanded by 130 bps in FY26 led by improving product mix and cost optimization. Standalone operating EBITDA margin came in at 26.8%, near the upper end of the 25-27% guidance range provided at the beginning of FY. ROIC continues to remain strong at 21.4%. The company acquired PendraCare Group (Sep 2025) and Citieffe Group (Nov 2025) during FY26, with Medyneo (Brazil) also acquired. Cash position stands at Rs 842.2 Cr with capex of Rs 296 Cr in FY26. Domestic revenue grew 19.6% and international revenue grew 9.3% for FY26.

Likely market impact

Strong operational performance with margin improvement hitting management guidance targets. Acquisitions consolidating with some one-time costs impacting Q4. Company maintaining healthy cash position while investing in capex and growth initiatives.