BSECompany Update7 Aug 2026 · 7 Aug 2026, 04:51 pm

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Poly Medicure Ltd · 531768

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Poly Medicure Ltd has submitted its unaudited financial results for the first quarter ended June 30, 2026, as part of its investor presentation.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Poly Medicure Ltd - 531768 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Poly Medicure Limited »|POLYMED Regd. Office: 232 B, 3rd Floor, Okhla Industrial Estate, Phase-lll, New Delhi - 110 020 (INDIA) T:491-11- 33550700, 47317000 E: info@polymedicure.com W: polymedicure.com CIN: L 40300DL1995PLC066923 Date: 07t August, 2026 Scrip Code: - 531768 Scrip Code:- POLYMED The Manager The Manager, BSE Limited, National Stock Exchange of India Limited Department of Corporate Services, Exchange Plaza, Plot No. C/1-Block-G Bandra Kurla Complex, Bandra(E), Phirozee Jecjeebhoy Towers, Dalal Street, Mumbai- 400001. Mumbai-400051. Sub: Submission of Investor’s Presentation Dear Sir/Madam, Pursuant to Regulation 30 and other applicable provisions of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor’s Presentation with respect to Unaudited Financial Results (Standalone & Consolidated) for First Quarter ended on June 30, 2026. The same is also available on the website of company i.e. www.polymedicure.com . Request you to take the same on records. Thanking You, Yours Sincerely For Poly Medicure Limited () & Avinash Chandr. Company Secretaty>: 20, M.No.A32270 QWK Plants : Plot No.104-105 & 115-116-117, Sector-59, HSIIDC Industrial Area, Ballabgarh, Faridabad - 121004, Haryana (INDIA) Plot No. 33-34, Sector-68, IMT, Faridabad-121004, (Haryana) INDIA T: +91-1 29-4287000, 3355070 (}" Scanned with OKEN Scanner Investor Presentation : Financial Results - Q1 FY27 August 7, 2027 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 in effect on the date hereof. Subsequent developments may impact the information contained in this presentation, which neither the Company nor its advisors or representatives are under an obligation to update, revise or affirm. Contents in the Presentation do not constitute or form part of an offer or invitation for sale or subscription of or solicitation or invitation of any offer to buy or subscribe for any securities, nor shall it or any part of it form the basis of or be relied on in connection with any contract, commitment or investment decision in relation thereto in India, the United States or any other jurisdiction. Prospective and existing investors should make their own evaluation of the Company as the information provided here does not purport to be all inclusive or to contain all of the information a prospective or existing investor may desire. Interested parties shall conduct their own due diligence and investigation on the information, before relying and acting thereon. Company makes no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed or implied) regarding information contained in, or for any omissions from, this information or any other written or oral communications transmitted to the recipient in the course of its evaluation of the Company. This presentation may contain certain "forward looking statements", which are based on certain assumptions and expectations of future events. Actual future performance, outcomes and results may differ materially from those expressed in forward looking statements as a result of a number of risks, uncertainties and assumptions. Though such forward looking statements are based on reasonable assumptions, it can give no assurance that such expectations will be met. Neither the Company nor any of its advisors or representatives assumes any responsibility to update forward-looking statements or to adapt them to future events or developments. Company Overview Polymed at a Glance 2nd Largest Medical Devices Player in India | Largest Exporter of Medical Consumables Figs in Rs. Crs unless specified PRODUCT PORTFOLIO 15 225+ 125+ Infusion Therapy Manufacturing Medical Countries Safety IV Prefilled Needle Free Three Way Stop Cock Closed Wound Endotracheal Fistula Cannula Nebulizer Mask Cannula Saline Syringe Connectors with Extension Tube Suction Unit Tubes Plants Devices Across 5 countries Renal Care 1000+ 390+ Dialysis Machine Dialyzer Blood Lines Hemodialysis Peritoneal Fistula Needle Transducer Catheter Dialysis Set Protector Distributors across Patents Granted India & Globally Cardiology DES Diagnostics Catheter Hydrophilic Guidewire PTCA Ballon PTCA Ballon DEB IVL GEOGRAPHIC MIX Dilation Catheter SC Dilation Catheter NC 687 1,875 Critical Care 46% Peripherally Inserted PICC Ports Safety Huber Needle Arterial Catheter Central Venous Mini Mid Lines LA Line Umbilical Catheter Central Catheter Catheters Orthopaedic 31% Xframe Xfix Knee, Elbow & Wrist Dolphix Eba One, Eba2, DT Rondo Atlas Joint Omero FY 2020 FY 2026 India Europe RoW Transfusion Systems ACD Bag Multiple Blood Bag Leuko Depletion Filter Transfer Bag Umbilical Cord Bag Hemodraw Bedside Filter Rising Contributions from Domestic and European Markets 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 Manufacturing, Packaging and Distribution Network Sterilization • 1000+ distributors globally; • Supplying across 125+ countries • 15 plants in 5 countries • Significant investment in backward integration, Automation and sterilization Sales & Marketing Strong Quality and Regulatory • 590+ direct-sales reps in India, US, Capability Italy, and Mexico; • 200+ Quality & Regulatory professionals • Expanding presence in other key • Product registration in 100+ countries markets 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 FY20 FY 22 FY 24 FY26 CAGR (20-26) Infusion Therapy 466 555 925 997 14% Renal 26 60 94 187 39% Towards Portfolio 53% Others 196 308 356 691 23% Diversification Total Operating Revenue 687 923 1,376 1,875 18% FY 2020 FY 2026 Infusion Therapy Renal Care Others Geographical Revenue Mix Figs in Rs. Crs unless specified Particulars FY20 FY 22 FY 24 FY26 CAGR (20-26) India 187 303 418 582 21% Europe 202 294 454 597 20% RoW 299 325 504 696 15% Total Operating Revenue 687 923 1,376 1,875 18% # basis consolidated financial statements 6 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 2025 comprehensive portfolio • Initiated a 2000 patient clinical trial in India and Europe in 2025 Focused on products used in ICU, Neonatology and Oncology Global Leadership First Indian Company to 3rd largest IV cannula indigenously manufacture manufacturer globally dialysis products EXPANDING TAM STRONGER CREATING LONG- PORTFOLIO TERM VALUE GREATER IMPACT A 30 years compounding story – Growth Engine Just warming up Proven yesterday. Scaling today. Defining tomorrow. POLYMED 1.0 POLYMED 2.0 POLYMED 3.0 Foundation Inflection Ascent FY 1996–2020 FY 2020–2026 FY 2027 onwards • IPO 1996 (Rs 55 Lakhs) • First Institutional Raise (Rs 1,400 cr) • Unlocking value via organic & inorganic expansion; • Compounding quietly on internal • Multifold capacity expansion; accruals; • Leverage tech for scaling high • Incubated new segments such as complexity verticals globally; • Built global leadership in Infusion Cardiology, Critical Care, and Therapy Orthopedics • Deepen direct customer access • Strong Balance Sheet & Liquidity (Rs ~850 cr cash) 2000 2010 2020 2026 Revenue Revenue Revenue Revenue 10 137 687 1,875 EBITDA EBITDA EBITDA EBITDA Figs in Rs. Crs unless specified 2 29 166 458 Polymed 1.0 (1996 to 2020): Foundation Resiliently built [Showing first 8,000 characters — download PDF for full document]