Poly Medicure Limited has informed the Exchange about Transcript
POLYMED · price
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Poly Medicure delivered Q4 FY26 stand-alone revenue of INR443 crores (up 5.2% YoY) and full-year stand-alone revenue of INR1,662 crores (up 4% YoY), with EBITDA margin at 26.8% within guided 25-27% range. Consolidated FY26 revenue was INR1,875 crores (up 12.3%), including partial contributions from acquisitions PendraCare and Citieffe. The company announced a new Brazil acquisition (Medyneo for ~$40,000) to fast-track market entry, with Brazil being a USD13-15 billion market. Management guided FY27 consolidated revenue of INR2,300-2,400 crores and stand-alone revenue of INR1,900-1,950 crores, with domestic growth targeted above 20% and international above 15%. However, raw material inflation (20% impact) and geopolitical disruptions (West Asia logistics) pose near-term margin headwinds of 200-300 bps, though partially offset by 3-5% price increases and rupee depreciation.
The guidance for ~25% consolidated revenue growth in FY27 signals confidence in recovery, but margin guidance of 25-27% stand-alone indicates near-term pressure from raw material costs. The strategic shift toward higher-tech segments (now >50% of revenue) and new acquisitions in Brazil should support long-term premiumization, though short-term headwinds from crude-linked costs may weigh on near-term profitability.