| EBITDA Margin: guided vs achieved | 28.00% achieved Guided 25.00%–27.00%, 3.7% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 100.0% 2030 |
| Revenue growth | 30.3% YoY Consolidated; 12.3% YoY Standalone. |
|---|---|
| Margins | Standalone EBITDA margins improved 154 bps YoY to 28.0%. |
| Demand visibility | Strong growth in domestic cardiology and international trauma implants. |
| Management confidence | High; citing 'Polymed 3.0' exponential growth phase. |
Growth
Consolidated Revenue grew 30.3% YoY to ₹525.4 Cr. Standalone Operating EBITDA grew 18.8% YoY with 28% margins.
Outlook
Vision 2030 targets 2x revenue with industry-leading margins; 2 upcoming plants and 25-30 new product launches planned.
Risks
West Asia crisis caused 32% degrowth in Middle East markets; domestic renal business faces Chinese pricing pressure.
Last quarter's promises, checked
Delivered
- H2 revenue 20% above H1 → delivered 21% (= BEAT)
- Standalone EBITDA margin 25-27% → delivered 26.8% (= BEAT)
- Placing 450 dialysis machines → delivered 450 (= BEAT)
Partly delivered
- Launch 35 new products → delivered 35 including acquisitions (= PARTIAL)
Missed
- Standalone revenue growth mid-teens → delivered 4-5% (= MISS)
Investor Presentation filed with BSE, NSE: POLYMED. Summary written with AI assistance from the document.
Poly Medicure Ltd: key numbers
- Share price
- ₹1,599.50
- Market cap
- ₹16,213 Cr
- Revenue (annual)
- ₹1,875 Cr
- Net profit (annual)
- ₹322.1 Cr
- P/E (TTM)
- 51.5×Sector 53.1×
- Promoter holding
- 62.42%+0.00% QoQ
- FII holding
- 5.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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