India · Delayed Price · Currency is INR Poly Medicure Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw 16.4% YoY revenue growth, strong gross margins, and robust domestic and international expansion, driven by acquisitions and new product launches. Guidance for FY27 targets 20%+ consolidated revenue growth, with continued margin strength and significant CapEx for capacity expansion.
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Q2 and H1 FY26 saw steady revenue and margin growth, with strong domestic performance and recovering international markets. Two European acquisitions are expected to boost annual revenue, while guidance for FY26 is revised to 15%-16% growth and 25%-27% EBITDA margin.
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Q1 FY26 saw 5% revenue growth, strong gross margins, and robust domestic expansion, while international business faced headwinds from tariffs and European market disruptions. Guidance for domestic growth remains at 30%, with international revised to 5%-10% and EBITDA margin at 25%-27%.
Fiscal Year 2025
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The acquisition secures a leading position in the orthopedic trauma and extremity market, with CTFE's strong product portfolio and direct sales presence in key geographies. The deal is valued at €31 million enterprise value, with significant growth and synergy potential, especially through portfolio expansion and leveraging global distribution.
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The acquisition of a European cardiology business supports global expansion, offering high-margin products, regulatory approvals, and significant synergy potential. Integration will consolidate operations, improve efficiency, and enable faster product launches in regulated markets.
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Q4 and FY25 saw strong revenue and margin growth, with annual revenue up 21.5% and EBITDA margin at 27.1%. FY26 guidance targets 20% revenue growth, led by robust domestic and retail expansion, while export growth is conservatively guided amid global uncertainties.
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Q3 FY25 saw 24.9% revenue growth and improved margins, with strong performance in infusion and renal segments. CapEx and new product launches are on track, and guidance for 20%+ growth and margin expansion remains intact. Exports and domestic business both contribute to robust outlook.
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Revenue grew 23% in H1 FY25, with EBITDA margin rising to 28.06% and PAT up to ₹87.22 crore. Export sales, especially to Europe, and domestic growth remain strong, while new capacity and QIP-funded expansion support future growth.
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Q1 FY25 saw 20% revenue and EBITDA growth, with exports now 70% of sales and strong gains in renal, cardiology, and critical care segments. Capacity expansion and new plants support 22%-24% annual growth guidance, while CapEx and margin improvements remain on track.