Poly Medicure Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Poly Medicure reported standalone Q1 FY27 revenue of INR431 crores, up 12.3%, with consolidated revenue at INR525 crores, up 30.3% including contributions from the PendraCare and Citieffe acquisitions. Standalone EBITDA margin came in at 28%, above the guided range of 25% to 27%, while consolidated EBITDA margin was 24.1%, within the guided 23% to 25% range. Management outlined a five-year strategic plan called PolyMed 3.0 targeting a doubling of revenue by FY30, alongside commentary on Middle East logistics disruptions, renal segment pricing pressure from Chinese imports, and new leadership appointments.
Poly Medicure reported FY26 standalone revenue of around Rs 1,662 crore, up about 4%, and consolidated revenue of Rs 1,875 crore, up 12.3%, with standalone EBITDA margin of 26.8%. Management described FY26 as a year of transition toward high-technology segments, including the acquisitions of PendraCare, Citieffe, and Medyneo in Brazil. The company guided FY27 consolidated revenue of Rs 2,300-2,400 crore and standalone revenue of Rs 1,900-1,950 crore, while flagging raw material cost pressure and Gulf-region shipping disruptions.