Poly Medicure Limited — PPTs, 07-08-2026: Investor Presentation

Poly Medicure kicked off FY27 strong! Q1 consolidated revenue surged 30.3% YoY to 525.4 Cr, driven by robust international sales (+36.7%) and steady domestic growth (+16.2%). Infusion Therapy still leads (50% revenue), but Cardiology exploded +897% thanks to strategic acquisitions and domestic push. Renal segment saw pricing challenges.

Strategy-wise, Polymed is on track for 'Polymed 3.0', targeting 2x revenue and top-tier margins by 2030. They're scaling high-tech verticals, deepening market reach (30+ new products for Europe), expanding in the US, and integrating recent M&As like PendraCare and Citieffe.

Recent wins include new leadership hires, 13K+ stent deployments, 1,100 dialysis machine installations, and 6 new product launches this quarter. ESG is a focus too, with an 18% cut in scope 2 emissions.

Financially, Q1 consolidated Operating EBITDA hit 126.7 Cr (24.1% margin). PAT came in at 85.3 Cr (EPS 8.5). Management highlighted 854.7 Cr liquidity for future strategic moves and confirmed margins are within or exceeding guidance, signaling confidence in their growth trajectory.