| 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% FY30 |
| Revenue growth | 30.3% consolidated growth; 12.4% organic; inorganic contribution significant. |
|---|---|
| Margins | 73.4% consolidated gross margin; improvement driven by high-tech product mix. |
| Order book | Middle East order book is strong but currently facing shipping bottlenecks. |
| Demand visibility | Strong domestic/European demand; Middle East demand intact but supply-blocked. |
| Management confidence | Confident in tech-led ascent; strategic focus on high-margin, complex devices. |
Growth
Consolidated revenue grew 30.3% YoY, heavily aided by the Pendrakare and CTF acquisitions.
Outlook
Management aims to double revenue by FY30 via high-tech verticals and aggressive international direct-market expansion.
Risks
Geopolitical unrest in West Asia stalling shipments; Chinese dialysis dumping; rising logistics costs.
Last quarter's promises, checked
Delivered
- Guided H2 revenue 20% > H1 → delivered 21.5% (= BEAT)
- Guided SA EBITDA margin 25-27% → delivered 26.8% (= BEAT)
- Guided 35 new product launches → delivered 35 (= BEAT)
Partly delivered
- Guided INR 296Cr Capex → delivered INR 296Cr (FY26 actual) (= BEAT)
- Guided 450 machine placements → delivered 450 (= BEAT)
Missed
- Guided 30-35% Renal growth → delivered 20% (= MISS)
Earnings Call Transcript 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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