Poly Medicure Limited — Important, 08-08-2025: General Updates

Poly Medicure reported Q1 FY26 revenue of Rs. 403.2 Cr, up 4.8% YoY, with PAT increasing 25.5% to Rs. 93.1 Cr. Domestic revenue surged 20.1%, while international saw a slight dip. Operating EBITDA margin was 26.3%. The company maintains strong liquidity with Rs. 1,248.6 Cr net cash. Key developments include launching 7+ new products, successful implantation of 1350+ stents, and initiating a 2,000-patient clinical trial for a new stent. Renal care sales grew 46.2%, driven by ~130 dialysis machine sales. Polymed expanded globally with a new Brazil subsidiary, signed new contract manufacturing deals, and is enhancing AI usage in operations.