Update shared on 27 Nov 2025
Fair value Decreased 4.16%Analysts have revised their price target for Poly Medicure downward by approximately ₹95. This change is based on updated expectations for higher revenue growth, balanced by a slightly lower profit margin and an increased discount rate.
What's in the News
- Poly Medicure provided guidance for the second half of 2026 with a revenue target between INR 10,800 million and INR 10,900 million, which represents approximately a 25% increase over the first half (Corporate Guidance).
- The Board of Directors approved the incorporation of "RisoR Holdings B.V" in Amsterdam, Netherlands, as a wholly owned step down subsidiary (Business Expansions).
- Approval was granted for RisoR Holdings B.V to acquire ordinary shares of Pendracare Holdings B.V. and Welling Medical B.V. (PendraCare Group). Following the acquisition, Poly Medicure is set to own 90% of the economic rights (Business Expansions).
- The company scheduled a board meeting on November 8, 2025 to consider and approve the unaudited financial results for the second quarter and half year ended September 30, 2025 (Board Meeting).
- Approval was granted for Poly Medicure B.V, a wholly owned subsidiary in Amsterdam, to acquire shares of Medistream SA, Switzerland, including its subsidiaries in Italy, the USA, and Mexico (Board Meeting).
Valuation Changes
- Consensus Analyst Price Target: Reduced from ₹2,277.33 to ₹2,182.67, reflecting a modest decrease.
- Discount Rate: Increased slightly from 13.83% to 14.00%.
- Revenue Growth: Increased from 17.87% to 21.14%.
- Net Profit Margin: Decreased marginally from 20.04% to 19.65%.
- Future P/E: Declined significantly from 69.71x to 55.70x.
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