THEMISMEDNSEThemis Medicare Limited· PharmaceuticalsMediumNeutral
Announced Tue, 20 May · 21:55 IST

Themis Medicare Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

THEMISMED · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Themis Medicare shared its Q4 & FY25 results via an investor presentation. For FY25, consolidated revenue grew 6.22% to Rs. 405.52 crore, but PAT fell 31.46% to Rs. 29.83 crore with EPS at Rs. 3.24 vs Rs. 4.73 last year. Q4 FY25 was weak, with revenue dropping 27% YoY to Rs. 71.70 crore and a PAT loss of Rs. 9.66 crore, hurt by underperformance in a high-margin institutional business. The branded/trade business grew 39%, hospital segment grew 11%, and formulation business grew 20% for the full year. Management outlined a 3-year target of 35% CAGR for the hospital business and aims to maintain EBITDA margins above 25%, supported by cost optimization and expansion into new markets.

Likely market impact

The sharp YoY decline in Q4 profits and the full-year PAT contraction may weigh on near-term sentiment, though the long-term growth roadmap and margin guidance above 25% EBITDA could interest investors focused on the hospital and formulation businesses.