POLYMEDNSEPoly Medicure Limited· PharmaceuticalsMediumNeutral
Announced Mon, 25 May · 19:25 IST

Poly Medicure Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

POLYMED · price

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Price reaction · full curve 14 horizons · vs prior close
-12.8%1-day move
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AI summary

Poly Medicure reported consolidated FY26 revenue of Rs 1,875.3 Cr, up 12.3% YoY, driven by acquisitions of Citieffe and Pendracare Group consolidated from Q3/Q4. Standalone revenue grew 3.8% to Rs 1,662.5 Cr, with highest ever standalone quarterly revenue in Q4 FY26 at Rs 443 Cr. Standalone EBITDA margin of 26.8% was near the upper end of the 25-27% guidance range, supported by 130 bps gross margin expansion from product mix improvement and cost optimization. PAT declined 5.3% to Rs 320.7 Cr due to acquisition-related expenses and extraordinary items. Key product updates: DEB commercial sales initiated with positive feedback, over 11K cumulative stent deployments, 450 dialysis machines sold taking installed base to ~1,000. The company launched 35 products in FY26 and holds 390+ patents.

Likely market impact

Solid execution with margin improvement and new product launches, though acquisition integration costs and higher depreciation impacted profitability. Strong cash position of Rs 842.2 Cr provides flexibility for growth investments in cardiology and high-margin segments.