Poly Medicure Ltd (NSE:POLYMED)

Q3 2025 Poly Medicure Ltd Earnings Call Transcript

Feb 3, 2025 / 11:00 AM GMT

Release Date Price: ₹2283.05 (-6.20%)

Transcript

Key Points

Positve

Poly Medicure Ltd (BOM:531768) reported a significant revenue growth of 24.9% in Q3 FY25 compared to the previous year.
The company's return on capital employed (ROCE) is strong at 23.9%, indicating efficient use of capital.
Net cash available is substantial at approximately 1,074 crores, providing a solid financial foundation for future investments.
The company has expanded its workforce, adding 64 new employees in sales, particularly in the cardiology and critical care divisions.
Poly Medicure Ltd (BOM:531768) received the CII Industrial Innovation Awards 2024 and the CII International Intellectual Property Awards 2024, highlighting its commitment to innovation.

Negative

The company faces challenges in the dialysis business, with installation targets not being met as expected.
Gross margins have seen a decline, attributed to changes in revenue mix, which could impact profitability.
The company has minimal hedging on foreign exchange, which could expose it to currency fluctuations.
The new product lines in cardiology and critical care are still in early stages and may take 2-3 years to significantly impact revenue.
There is uncertainty regarding the impact of potential US tariffs on Chinese and Mexican exports, which could affect market dynamics.

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

PLMD.NS - Poly Medicure Ltd
Q3 2025 Poly Medicure Ltd Earnings Call
Feb 03, 2025 / 11:00AM 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 the Poly Medicare Q3 FY25 earnings conference call hosted by CS Securities. As a reminder, all participant lines will be in the listen-only mode 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 star then zero on a touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr Abdul Kazer Puranwala from IC A Securities. Thank you and over to you, sir.

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Unidentified_2 [2]
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