Poly Medicure Ltd (NSE:POLYMED)

Q2 2026 Poly Medicure Ltd Earnings Call Transcript

Nov 10, 2025 / 12:00 PM GMT

Release Date Price: ₹1862.3 (-1.66%)

Transcript

Key Points

Positve

Poly Medicure Ltd (BOM:531768) has successfully closed the acquisition of Italy-based CTFE Group, expanding its market into the orthopedic trauma space.
The company reported a year-on-year revenue growth of approximately 5.3% for H1 FY26, with a gross profit margin of 69%.
Domestic revenue showed strong growth, increasing by 17-18% year-on-year, reflecting effective execution of strategy and rising local demand.
The company launched the Parliament Academy of Clinical Excellence to enhance engagement with key opinion leaders through advanced medical device training.
Poly Medicure Ltd (BOM:531768) was recognized as the Emerging Medical Device Company of the Year in the cardiology segment at the VOI Healthcare Awards 2025.

Negative

The company's operating EBITDA margin slightly decreased to 26.8% in Q2 FY26, down from 26.76% the previous year.
International business faced challenges, particularly in Europe, with slower growth due to high inventory levels and geopolitical uncertainties.
The renal business segment experienced lower-than-expected growth due to inventory realignment caused by GST changes.
US market expansion is hindered by current tariff situations, affecting the company's ability to capitalize on opportunities in this region.
The company's guidance for overall revenue growth for FY26 was revised down to 15-16%, lower than the initial projection of 20%.

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

PLMD.NS - Poly Medicure Ltd
Q2 2026 Poly Medicure Ltd Earnings Call
Nov 10, 2025 / 12:00PM 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 Limited Q2 and H1FY26 earnings conference call hosted by ICICI Securities Limited. 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, then 0 on your touchtone phone.

Please note that this conference is being recorded. I now hand the conference over to Miss Nasha Shetty from ICICI Securities.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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