Medplus Health Services Limited — Investor Meet, 24-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

MedPlus Q1 FY27 consolidated revenue reached 1,879.6 Cr, with operating EBITDA at 65.1 Cr (3.5% margin). All capex, including food park and wellness projects, is on hold following market feedback; focus shifts to core pharmacy expansion. The company targets 800 net new stores in FY27, largely through its experimental franchisee model. Private label sales were 20% of revenue but saw a mix decline; management plans to rebuild this with 0.3-0.5% quarterly growth. Employee costs rose due to wage hikes. Management is confident in margin recovery via discount adjustments and private label focus, while evaluating options for cash utilization.