Poly Medicure Limited has informed the Exchange about Investors Presentation with respect to Unaudited Financial Results for the quarter ended 30th June, 2025.
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Poly Medicure reported Q1 FY26 consolidated revenue of Rs. 403.2 Cr, up 4.8% YoY, driven by strong 20.1% domestic growth though international sales slipped 0.9%. Operating EBITDA rose 2.1% to Rs. 106.1 Cr with margin contracting 70bps to 26.3%, while PAT jumped 25.5% to Rs. 93.1 Cr supported by a 146% jump in other income. The Renal Care segment surged 46.2%, with ~130 dialysis machines sold YTD and 2 new US/Hong Kong contract manufacturing deals signed. The company remains debt-free with Rs. 1,248.6 Cr in net cash, is on track with Rs. 95 Cr of Q1 capex (full-year target Rs. 250 Cr), and reaffirmed its FY26 EBITDA margin guidance of 25%-27%.
Solid earnings beat on PAT front and robust domestic growth signal business resilience, but EBITDA margin compression and weak Europe performance (-6.7%) may temper near-term excitement. Strong cash position and ongoing expansion (Brazil subsidiary, new plant allotment) support long-term growth story.