Please refer to the Investor Presentation of the Company for the quarter ended 31.03.2026
THEMISMED · price
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Themis Medicare reported Q4 FY26 revenue of ₹76.5 crore, up 6.7% YoY, with a significant turnaround in profitability. The company posted PAT of ₹8.9 crore versus a loss of ₹9.7 crore in Q4 FY25, while EBITDA turned positive at ₹3.8 crore from a loss of ₹5.8 crore. For the full year FY26, revenue declined 15.6% to ₹342.2 crore with EBITDA margin compressed to just 0.11% (vs 12.10% in FY25). Management attributed the Q4 recovery to cost rationalization, improved field force productivity, and operational efficiencies. The Hospital business is the major growth driver contributing 50% of revenue, while the API business showed healthy traction. The company maintained R&D investment at ~3% of revenue. Management expressed optimism on improving business momentum going forward.
The Q4 turnaround from losses to profits is a positive signal, but the full-year performance shows severe margin compression. The company is restructuring its Formulation business and focusing on higher-margin Hospital and API segments, which could support future recovery if execution improves.