Poly Medicure
Poly Medicure Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
What the Q1 FY27 call signalled
2 of 4 strong
The short version
The company aims to double its revenue by 2030, implying an 18% compounded annual growth over four years, with about 80% organic and 20% inorganic growth. Poly Medicure aims to double revenue by FY2030 with a CAGR of about 18%, comprising approximately 14-15% organic growth and 3-4% from acquisitions. - Stand-alone revenue guidance for FY27 is INR1,900-2,000 crores with domestic growth over 20% and international growth over 15%. - Stand-alone EBITDA margin expected between 25% to 27%, with consolidation margins slightly lower (23%-25%) due to acquisition integration. - Q1 EBITDA margin was at 28%, slightly above guidance, helped by price hikes and inventory adjustments. - Export growth drivers include Europe (17% organic growth in Q1) and Southeast Asia; Middle East expected to revive once logistical issues resolve. - New product pipeline includes approx.
From Poly Medicure's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- The company aims to double its revenue by 2030, implying an 18% compounded annual growth over four years, with about 80% organic and 20% inorganic growth.
- Domestic business is expected to grow over 20%, and international business over 15% for FY27.
- Europe and Southeast Asia markets are key growth drivers currently, with Europe showing 17%+ growth in Q1.
- Middle East orders are strong but delayed due to logistics; growth expected once regional situation improves.
- Approximately 25 new products are in the pipeline for CE marking, expected to launch in the next 3-4 months, augmenting export growth.
- Renal segment faced a slight de-growth (~3% in Q1) due to competition and pricing pressures but anticipates recovery post government antidumping actions.
2 more points from Poly Medicure's call on revenue
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Profitability & Margins
See what Poly Medicure said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Board has allocated funds for expansion both organic and inorganic, including the recent acquisition in Brazil to expand direct sales presence.
- Focus on technologies around three critical businesses: cardiology, oncology, and orthopedics, and adjacent technologies.
- Capex planned at two plants under construction: one in Faridabad and one in Noida for medical devices.
- Expected capex spend for FY27 is between INR 200 crores to INR 225 crores.
2 more points from Poly Medicure's call on capex
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Fundraising & Capital Structure
See what Poly Medicure said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The Middle East order book is described as "pretty strong," indicating robust demand.
- There is a current inability to ship products to the Middle East due to logistics and infrastructure bottlenecks related to the ongoing West Asia crisis.
- Orders are piling up at ports or in factories because of disrupted shipping schedules, especially container shortages for Middle East ports.
2 more points from Poly Medicure's call on order book
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Poly Medicure — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹535 Cr, net profit ₹65 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Poly Medicure's management said in earlier quarters
Others in Healthcare Equipment & Supplies this season
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Revenue from Operations for Q1 FY'27: ₹40.3 Cr . Key investor presentation takeaways from Nureca's Q1 FY27 investor presentation — and how it ranks against sect
- Avience Biomedi. (Q1 FY27)
New manufacturing facility has capacity to support peak revenue of around ₹250–265 crore, subject to product mix and approvals. Key concall takeaways from…
- Fischer Medical (Q1 FY27)
The provided pages of the investor presentation do not contain any specific revenue, sales, or volume figures for the quarter, nor details on year-on-year…
- Molbio Diagnosti (Q1 FY27)
Capacity utilization currently at ~58% for test kits and ~42% for devices; automation capex will double revenue capacity with minimal new investment. Key…
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Poly Medicure Q1 FY27 results?
The company aims to double its revenue by 2030, implying an 18% compounded annual growth over four years, with about 80% organic and 20% inorganic growth. Poly Medicure aims to double revenue by FY2030 with a CAGR of about 18%, comprising approximately 14-15% organic growth and 3-4% from acquisitions. - Stand-alone revenue guidance for FY27 is INR1,900-2,000 crores with domestic growth over 20% and international growth over 15%. - Stand-alone EBITDA margin expected between 25% to 27%, with consolidation margins slightly lower (23%-25%) due to acquisition integration. - Q1 EBITDA margin was at 28%, slightly above guidance, helped by price hikes and inventory adjustments. - Export growth drivers include Europe (17% organic growth in Q1) and Southeast Asia; Middle East expected to revive once logistical issues resolve. - New product pipeline includes approx.
What is Poly Medicure share price analysis?
Poly Medicure currently shows a below-average growth signal. The stock trades at a P/E of 50.5 with a market cap of ₹16,155 Cr. Investors should review the full earnings analysis for detailed insights.
Is Poly Medicure planning capital expenditure?
Board has allocated funds for expansion both organic and inorganic, including the recent acquisition in Brazil to expand direct sales presence.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.