Poly Medicure Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Poly Medicure reported FY26 standalone revenue of INR 1,662 Cr (+4% YoY) and consolidated revenue of INR 1,875 Cr (+12.3%). Standalone EBITDA margin was 26.8%. The company is transitioning to high-tech medical devices, expanding globally with acquisitions like Medyneo in Brazil to fast-track market entry. Management guides FY27 consolidated revenue to INR 2,300-2,400 Cr, driven by new products and international market penetration. Despite raw material price increases and logistics challenges, Polymed expects to maintain standalone EBITDA margins at 25-27% through strategic pricing and cost efficiencies, including a fully operational gamma plant. The outlook reflects a confident move towards higher-value segments.