ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Poly Medicure earnings call we streamed: the live audio and our summary of what management said.
Consolidated Q2 revenue rose 31%, but H1 organic growth was only 14%. Pendra Care is loss-making and Italy tenders are delayed. FY27 revenue guidance was reaffirmed and the standalone margin band raised.
Consolidated Q2 revenue rose 31%, but H1 organic growth was only 14%. Pendra Care is loss-making and Italy tenders are delayed. FY27 revenue guidance was reaffirmed and the standalone margin band raised.
FY27 consolidated revenue ₹2,300–2,400 Cr reaffirmed; standalone EBITDA margin band raised to 26–27.5%.
PolyMed Q1FY27 shows strong standalone margin performance beating guidance, but consolidated numbers are dragged by the Middle East crisis and pricing pressure in the renal segment from Chinese dumping.
Poly Medicure reported FY26 consolidated revenue of ₹1,875cr (up 12.3%) and standalone EBITDA of ₹446cr (26.8% margin). The company is transitioning from product-focused to therapy-focused segments like Cardiology and Renal.
Poly Medicure delivered solid revenue growth despite geopolitical and raw material headwinds, successfully pivoting towards high-margin oncology, renal, and cardiology segments while integrating key acquisitions.
Poly Medicure (Polymed) reported FY26 consolidated revenue growth of 12.3% YoY. The company is transitioning towards high-end technology segments like Cardiology and Orthopaedics through strategic European acquisitions (Citieffe, PendraCare).
Poly Medicure reported Q4 FY26 consolidated revenue growth of 21.3% YoY. The company is scaling via acquisitions like Citieffe and PendraCare while maintaining strong standalone ROIC above 20%.
Poly Medicure delivered strong FY26 performance with 12.3% consolidated revenue growth and significant gross margin expansion. Strategy focuses on high-end tech segments through Citieffe and PendraCare acquisitions.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.