Q4 2025 Poly Medicure Ltd Earnings Call Transcript
Key Points
- Poly Medicure Ltd (BOM:531768) reported a 16.5% growth in consolidated revenue for Q4 FY25, reaching INR440 crores.
- The company's operating EBITDA improved significantly from INR96.5 crores to INR119.5 crores, with EBITDA margins increasing from 25.5% to 27.1%.
- The renal business experienced substantial growth, increasing by 60% for the year, and is expected to grow by 50% in FY26.
- Poly Medicure Ltd (BOM:531768) has a strong liquidity position with INR1,220 crores as of March 2025, and is exploring M&A opportunities.
- The company has launched over 30 new products in FY25, showing a strong commitment to innovation and expansion in new verticals like cardiology and critical care.
- The company anticipates potential headwinds in the export business, with a conservative growth estimate of 12% to 15% due to geopolitical uncertainties.
- There is a slowdown in the European market, particularly in Southern Europe, due to supply chain disruptions and tariff uncertainties.
- The renal business, while growing, faces competitive pressure from established players and lower-priced Chinese competitors.
- Margins in the renal business are currently lower as the company is still building scale and market presence.
- The company's dividend payout ratio has decreased from previous years, reflecting a focus on conserving cash for CapEx and potential M&A activities.
Ladies and gentlemen, good day and welcome to the Poly Medicure Q4 and FY25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Himanshu Baid. Thank you.
And over to you, sir.
Thank you very much for hosting the call. Again, good evening to everyone who's in the call and I'll take you through the quarterly highlights, quarter 4 highlights and also the annual numbers for next 15, 20 minutes. And again, I'm sure you have seen the presentation, which we have posted already for all our investors on our website. So just to highlight the numbers once again. For the quarter ended March '25, we have consolidated revenue performance of INR440 crores.
That is around 16.5% growth over last year. And also operating EBITDA for the whole quarter is around INR119.5 crores against INR96.5 crores over last year's performance. And overall EBITDA has also improved from 25.5% to 27.1% for the quarter.
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