Poly Medicure Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Poly Medicure's Q1 FY27 standalone revenue grew 12.3% to 431 Cr, with EBITDA at 120.8 Cr (28% margin). Consolidated revenue rose 30.3% to 525 Cr, achieving a 24.1% EBITDA margin (126.7 Cr). Europe showed strong organic growth, while Middle East exports faced disruption. Management launched 'PolyMed 3.0' to double revenue by FY30 through organic and inorganic expansion, focusing on high-tech segments and direct global customer access. The company guides for FY27 consolidated revenue of 2,300-2,400 Cr and EBITDA margins of 23-25%. Cash reserves of 855 Cr are earmarked for strategic initiatives. The renal segment experienced pricing pressure. Management expresses confidence in future growth despite geopolitical challenges.