Poly Medicure Limited — PPTs, 05-02-2026: Investor Presentation

Poly Medicure posted solid Q3 FY26 consolidated revenue growth of 16.4% to Rs 493.7 Cr, with 9M FY26 revenue up 9.1% to Rs 1340.7 Cr. Domestic revenue soared 16.2% in Q3, while international revenue also saw robust growth, notably 25.7% in Europe. The 'Others' segment led overall growth, jumping 40.6% in Q3.

The company is strategically focused on innovation and market expansion. They've launched 19 products this fiscal year, advanced their RisoR stent clinical study, and secured regulatory approvals for new medical devices. Recent acquisitions like PendraCare and Citieffe are also significantly boosting their market presence. Favorable trade deals with the US and EU, alongside a supportive national budget, are expected to provide strong tailwinds for MedTech growth.

Consolidated Operating EBITDA for Q3 grew 2.8% to Rs 119.4 Cr (24.2% margin), while 9M EBITDA grew 2.7% to Rs 345.3 Cr, aligning with margin guidance. Q3 PAT declined 16.9% to Rs 70.8 Cr, mainly due to one-time expenses of Rs 13.3 Cr from the Revised Labour Code and acquisition costs. Liquidity remains strong at Rs 839.8 Cr.