Poly Medicure Limited · NSE:POLYMED
Poly Medicure — Shareholder Meeting (September 2026)
22 slides from Poly Medicure's shareholder meeting presentation, Sep 5, 2026
Slide 1: 31st Annual General Meeting Presentation
31st Annual General Meeting Presentation 5th Sep 2026 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Poly Medicure Limited (the "Company"), content of which was compiled from sources believed to be reliable for informational purposes only and are based on information regarding the Company and the economic, regulatory, market and other conditions as
Slide 3: Key Updates
Key Updates • Appointed Mr. Indranil Mukherjee as CEO – India & APAC (Ex. B Braun & Translumina) Strengthening 01 Leadership • Appointed Mr. Renato Rocha as CEO of Polymed Brazil (Ex Descarpack, B.Braun & GE Healthcare) • Appointed Abhimanyu Hooda as Head of Renal Business in India (Ex: Nipro, Frese
Slide 4: Updates regarding new facilities
Updates regarding new facilities Operational Facility Upcoming Facilities Palwal, Haryana Palwal, Haryana Palwal Plant is under construction and Phase-1 is expected to be operational by Mar’27 while Phase-2 by Dec’27 2nd Plant at Haridwar now commercially operational to augment capacity for domestic
Slide 5: Recent Key new products
Recent Key new products Cardiology Orthopaedics Critical Care Antimicrobial CVC Non-Stimulating PICC Line -1 Fr & 2 Fr Kit PNB Needle Drug-Eluting Ballon Intravascular Lithotripsy Estremo Ankle Estremo Ankle X-frame Machine Fusion nail Fusion nail asymmetric clamp Epidural kit (16G, 8G) Tearaway Int
Slide 6: Participation in Various Domestic Conferences
Participation in Various Domestic Conferences India Medtech Expo, TRANSCON, 11th National INS IPSC, Sep'25 Sep'25 Nov'25 Jan'26 Delhi Gurgaon Conference, Pune Hyderabad ACCMPLCON, India Live, CTV India, Jan'26 Mar'26 Aug'26 Lucknow Delhi Delhi 6
Slide 7: Participation in Various International Conferences
Participation in Various International Conferences Medical Fair, Medica, WHX, Sep'25 Nov'25 Feb'26 Thailand Germany Dubai Hospitalar, WHX, May'26 Jun'26 Brazil Miami 7
Slide 8: The Global Opportunity: A ~$680 Bn Market Growing ~5% a Year
The Global Opportunity: A ~$680 Bn Market Growing ~5% a Year Steady mid-single-digit growth across every segment — the market is set to cross ~$880 Bn by 2030 $680 Bn ~20% ~2% 2025F global market size APAC share of the global market India share of the global market GLOBAL MEDTECH SALES ($ Bn), BY SE
Slide 9: India Medtech: From Sunrise Industry to Inflection Point
India Medtech: From Sunrise Industry to Inflection Point Compounding at ~13% a year, with a fast-rising share now made in India. ~USD 16 Bn ~45% USD 4 Bn India MedTech market (FY2025) Domestic manufacturing share of India MedTech exports (FY2025) demand India MedTech market size (USD Bn) Rising loca
Slide 10: Polymed at a Glance
Polymed at a Glance Largest* Listed Medical Devices Player in India | Largest Exporter of Medical Consumables Figs in Rs. Crs unless specified PRODUCT PORTFOLIO Infusion 15 225+ 125+ Therapy Safety IV Prefilled Needle Free Three Way Stop Cock Closed Wound Manufacturing Medical Countries Endotracheal
Slide 11: Polymed Flywheel
Polymed Flywheel Integrated business model serving customers globally Clinical Engagement In-House Product R&D • 60+ clinical experts; • 390+ patents • 4,000+ annual customer • 30+ new products launches annually engagement programs globally • 90+ R&D professionals Distribution Network Manufacturing,
Slide 12: Moving up the value Chain
Moving up the value Chain From essential consumables to advanced Medical Technologies • Acquired Citieffe • Entered cardiology in 2024 • Overtime to create a • Launched DES in India in comprehensive portfolio 2025 • Initiated a 2000 patient Focused on products clinical trial in India and used in ICU
Slide 13: A 30 years compounding story – Growth Engine Just warming up
A 30 years compounding story – Growth Engine Just warming up Proven yesterday. Scaling today. Defining tomorrow. P O L Y MED 1.0 P O LYMED 2.0 P O LYMED 3.0 Foundation Inflection Ascent FY 1996–2020 FY 2020–2026 FY 2027 onwards • IPO 1996 (~Rs 5.4 crore)* • First Institutional Raise (Rs 1,400 Cr) •
Slide 14: Polymed 1.0 (1996 to 2020): Foundation
Polymed 1.0 (1996 to 2020): Foundation Resiliently built a global medical device platform with equity infusion of ~INR 54mn* ~25 years | Dedicated Focus | Bootstrapped From ~INR 5.4 Cr* IPO in 1996 built a globally competent infusion therapy platform Growth Funded by Internal Accruals Manufacturing
Slide 15: Polymed 2.0 (2021 to 2026): Inflection
Polymed 2.0 (2021 to 2026): Inflection The inflection: capital, capacity, categories, countries — all scaling in parallel INR 1,400 Cr Institutional Equity Raised | Portfolio Expansion Growth Capital utilized towards capacity expansion, deeper penetration in Renal & Critical Care, alongside venturin
Slide 16: Polymed 3.0 (2027 onwards): Ascent
Polymed 3.0 (2027 onwards): Ascent The next chapter isn’t incremental - it’s exponential ! 2.0x Revenue | Industry-leading margins | Globalization of the Business Model Climb the Tech Ladder Business Expansion • Double R&D spend • 2 upcoming plants • Globalize high-complexity verticals — • Infrastru
Slide 17: Updates on Subsidiaries
Updates on Subsidiaries Founded in 1995, Located in Founded in 2011, Located in Leek Founded in 1962, Located in Bologna, Amaro, Italy Netherlands Italy Integrated developer & seller of A Unique & One of the few A fully Integrated developer, long-term infusion devices, independent big players in man
Slide 18: Robust Financial Performance
Robust Financial Performance Margin% Revenue from operations (INR Cr) Gross Profit (INR Cr) 1,875 68.2% 1,670 66.7% 1,376 64.9% 1,278 1,115 63.6% 1,114 893 709 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Operating EBITDA (INR Cr) PAT (INR Cr) 24.4% 27.5% 19.2% 16.1% 26.2% 18.0% 500 459 458 450 23.9% 400
Slide 19: Diversified Segment and Geographic Mix
Diversified Segment and Geographic Mix Rising contribution from New Segments | Deepening Presence in the Indian Market Segmental Revenue Mix Figs in Rs. Crs unless specified PORTFOLIO MIX Particulars FY23 FY24 FY25 FY26 CAGR (23-26) 24% 37% Infusion Therapy 771 925 1,012 997 9% 7% 10% Renal 76 94 15
Slide 20: Balance Sheet Summary
Balance Sheet Summary Figs in Rs. Crs unless specified Consolidated Particulars As at March 31, 2026 As at March 31, 2025 Total Shareholders Funds 3,149.2 2,765.7 Equity Share Capital 50.7 50.7 Other Equity 3,055.5 2,715.0 Non Controlling Interest 43.1 - Total Debt 341.6 177.6 Long Term Borrowings 5
Slide 21: Towards our Commitment to a Sustainable World
Towards our Commitment to a Sustainable World SCOPE 2 EMISSIONS ➢ Reduced approx. 7547.77 tCO2e of Scope 2 emissions ➢ Enabled by greater utilization of solar power and renewable energy PPAs ENVIRONMENTAL MANAGEMENT ENERGY CONSUMPTION SYSTEM ➢ Approximately 15% of total energy ➢ Approx. 70% faciliti
Slide 22: Thank You
Thank YouThank You