Themis Medicare Limited has informed the Exchange about Investor Presentation
THEMISMED · price
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Themis Medicare reported Q4 FY26 revenue of ₹76.5 crore, up 6.7% YoY, with EBITDA turning positive at ₹3.8 crore (vs loss of ₹5.8 crore in Q4 FY25) and PAT of ₹8.9 crore (vs loss of ₹9.7 crore in Q4 FY25). However, full-year FY26 performance shows significant decline: revenue fell 15.6% to ₹342.2 crore, EBITDA dropped 99.2% to just ₹0.4 crore, and PAT declined 96.2% to ₹1.14 crore. Management attributed Q4 recovery to cost rationalization, improved field force productivity, and operational efficiencies. The company is restructuring its Formulations business under new leadership while API business shows healthy traction. Hospital business (50% of revenue) is focused on expanding in chain hospitals with higher-margin products. R&D investment remained at ~3% of revenue. Management expressed optimism on improving business momentum going forward.
While Q4 FY26 shows sequential recovery with return to profitability, the full-year performance reflects severe margin compression with EBITDA margin at just 0.11%. Shareholders should note the significant revenue decline and near-zero EBITDA for FY26, though recent quarterly trends suggest stabilization may be underway.