Poly Medicure Ltd
Poly Medicure Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY '27 consolidated revenue guidance: INR 2,300 to 2,400 crores, up from INR 1,875 crores in FY '26. - Stand-alone revenue guidance: INR 1,900 to 1,950 crores, with domestic business expected to grow over 20% and international business over 15%. - Export growth expected to recover with new product launches in the U.S. The company expects consolidated revenue of INR 2,300-2,400 crores in FY '27, up from INR 1,875 crores in FY '26, indicating ~25% growth. - Standalone revenue guidance is INR 1,900-1,950 crores, with domestic business growing over 20% and international business over 15%. - Standalone EBITDA margin is expected to be between 25%-27%, consistent with FY '26. - Consolidated EBITDA margin guidance is 23%-25%. - Growth drivers include ramp-up of high-technology products in cardiology, orthopedics, oncology, and renal care. - Focus on import substitution and innovation with over 399 patents underpin future profitability. - Export growth will benefit from easing logistics, increased presence in U.S.
From Poly Medicure Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '27 consolidated revenue guidance: INR 2,300 to 2,400 crores, up from INR 1,875 crores in FY '26.
- Stand-alone revenue guidance: INR 1,900 to 1,950 crores, with domestic business expected to grow over 20% and international business over 15%.
- Export growth expected to recover with new product launches in the U.S. and added distributors in Europe.
- Strategic focus on higher-priced segments like orthopaedics, cardiology, neonatology, oncology, and renal care expected to improve margins and revenue mix.
- Expect a sustained shift from infusion therapy revenue share decreasing to around 50%, with higher technology segments exceeding 50% revenue contribution.
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Profitability & Margins
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Capital Expenditure Plans
- Poly Medicure Limited plans capex of INR 200 crores to INR 225 crores for FY '27, which is lower than last year's INR 296 crores.
- Most capex projects from previous years are getting ready and operational.
- Current focus is on automation to mitigate wage revisions and improve efficiencies.
- The company is heavily investing in infrastructure and product development in areas like cardiology, orthopedics, oncology, and renal care.
- New product launches include indigenously developed drug-eluting balloons and high-value products priced between INR 1 lakh to INR 10 lakh.
- Strategic acquisitions (Citieffe, PendraCare, and a Brazil-based storage/distribution company) are in process with plans to integrate global supply chains and manufacturing.
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Top-ranked in Healthcare Equipment & Supplies
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Poly Medicure Ltd — Quarterly revenue & net profit
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.
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What Poly Medicure Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Poly Medicure Ltd Q4 FY26 results?
FY '27 consolidated revenue guidance: INR 2,300 to 2,400 crores, up from INR 1,875 crores in FY '26. - Stand-alone revenue guidance: INR 1,900 to 1,950 crores, with domestic business expected to grow over 20% and international business over 15%. - Export growth expected to recover with new product launches in the U.S. The company expects consolidated revenue of INR 2,300-2,400 crores in FY '27, up from INR 1,875 crores in FY '26, indicating ~25% growth. - Standalone revenue guidance is INR 1,900-1,950 crores, with domestic business growing over 20% and international business over 15%. - Standalone EBITDA margin is expected to be between 25%-27%, consistent with FY '26. - Consolidated EBITDA margin guidance is 23%-25%. - Growth drivers include ramp-up of high-technology products in cardiology, orthopedics, oncology, and renal care. - Focus on import substitution and innovation with over 399 patents underpin future profitability. - Export growth will benefit from easing logistics, increased presence in U.S.
What is Poly Medicure Ltd share price analysis?
Poly Medicure Ltd currently shows a neutral. The stock trades at a P/E of 52.9 with a market cap of ₹17,317 Cr. Investors should review the full earnings analysis for detailed insights.
Is Poly Medicure Ltd planning capital expenditure?
Poly Medicure Limited plans capex of INR 200 crores to INR 225 crores for FY '27, which is lower than last year's INR 296 crores.
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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.