Poly Medicure Limited — PPTs, 25-05-2026: Investor Presentation

Poly Medicure reported FY26 consolidated revenue of Rs 1,875.3 Cr, up 12.3% YoY, driven by strong domestic (+19.6%) and international (+9.3%) sales. Consolidated PAT slightly declined to Rs 320.7 Cr (-5.3%), with Q4 EBITDA margins impacted by recent acquisitions and one-time costs. Standalone performance showed stable revenue (+3.8%) and PAT (+1.4%). Renal and 'Others' segments showed robust growth.

The company is strategically expanding into high-growth areas like cardiology, orthopedics, and renal care through recent acquisitions (Citieffe, Pendracare, Medyneo). Poly Medicure plans to double R&D investment in 3-5 years, scale manufacturing with two new plants in India, and enhance automation for cost efficiency. India strategy focuses on import substitution, clinical engagement, and expanding its product portfolio with 25-30 new products annually.

Recent highlights include 35 new product launches in FY26, over 11K stent deployments, and sales of 450 dialysis machines. The company recorded Rs 296 Cr in Capex.

Management noted H2 FY26 revenue growth matched guidance and Return on Invested Capital (ROIC) remains above 20%. Expect revenue ramp-up from international strategies and new product approvals in FY27.