Medplus Health Services Ltd (BOM:543427)

Q4 2026 MedPlus Health Services Ltd Earnings Call Transcript

May 21, 2026 / 10:30 AM GMT

Release Date Price: ₹954.65 (+2.21%)

Transcript

Key Points

Positve

Medplus Health Services Ltd (BOM:543427) achieved a net addition of 218 stores during the quarter, with plans to open 800 net new stores in FY27.
Revenue from pharmacy operations grew by 23.4% year-over-year, indicating strong sales performance.
The company reported a consolidated revenue of $18,644 million for the quarter, showcasing significant growth.
Private label sales constituted 22% of total revenues, with a focus on increasing this share in the future.
The diagnostics segment recorded a revenue growth to $347.8 million in the current quarter, with an operating EBITDA of $53.1 million, representing 15.3%.

Negative

The number of store closures is on an increasing trend, with 77 closures in the current quarter, including 13 franchisee outlet closures.
The on-time renewal rate for active plans decreased to 21% in quarter four from 23% in quarter three.
The inventory level for first-year stores was high at 112 days, compared to 36 days for stores older than 12 months.
There is uncertainty regarding the impact of GLP-1 launches on the company's performance, as it is not currently tracked.
The franchisee model, while profitable from day one, may not yield the same margins as company-owned stores, potentially affecting overall profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MEDP.NS - MedPlus Health Services Ltd
Q4 2026 MedPlus Health Services Ltd Earnings Call
May 21, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to SI 26 Q4 Runnings Call of MedPlus Health Services Limited.

As a reminder, all participant lines will be listened only more and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touch tone phone. Please note that this conference is being scouted.

I now hand the conference over to Mr. D. R. N. Srinivas.

Thank you and over to you, sir.

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Unidentified_2 [2]
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