Revised Investor Presentation
POLYMED · price
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Poly Medicure reported FY26 standalone revenue of Rs 1,662.5 Cr (up 3.8% YoY) with standalone operating EBITDA margin at 26.8%, near the upper end of the 25-27% guidance range. Gross margin expanded by 130 bps through product mix improvement and cost optimization. Consolidated revenue grew 12.3% to Rs 1,875.3 Cr, but consolidated EBITDA margin declined to 24.4% due to Q4 impact from acquisitions (PendraCare Group and Citieffe Group consolidated from September and November 2025 respectively) and one-time regulatory/employee cost provisions. The company launched 35 products in FY26, initiated commercial DEB (Drug Eluting Balloon) sales, and acquired Medyneo in Brazil. Cash position remains strong at Rs 842.2 Cr with Rs 296 Cr capex spent during the year.
Solid standalone performance with margin expansion demonstrates operational efficiency, though acquisition integration costs temporarily pressured consolidated margins in Q4. The company remains on track with its stated guidance range and continues investing in high-growth segments like cardiology and orthopedics.