Themis Medicare Limited — PPTs, 13-08-2026: Investor Presentation

Here's a concise summary of the investor presentation:

**Business Performance:** Themis Medicare's Q1 FY27 consolidated revenue dipped 10.9% YoY to ₹86.96 Cr, mainly due to API business headwinds. Despite this, profitability saw a significant turnaround. PAT surged to ₹24.6 Cr from a ₹14.2 Cr loss in Q1 FY26, yielding a strong 28.3% margin, primarily from one-off gains. EPS turned positive at ₹2.67.

**Growth Drivers & Strategy:** TML is focused on strengthening profitability and sustainable growth. Strategies include rigorous cash flow management, working capital optimization, and cost efficiencies. R&D (8% of revenue) targets differentiated products. The Hospital business, 56% of Q1 revenue, is a key growth pillar, aiming for market leadership. International expansion into CIS, LatAm, GCC is planned, with EU/USA on the horizon.

**Recent Developments:** Critical Care business registered growth. API and institution segments show promising signs for a healthy recovery this fiscal year.

**Management Outlook:** Management is optimistic on improving business momentum, expecting support from operational efficiencies, enhanced productivity, cost optimization, and gradual recovery in core segments.