Here's a concise summary of the investor presentation: **Business Performance:** Themis Medicare's Q1 FY27 consolidated revenue dipped 10.9% YoY to ₹86.96 Cr, mainly due to API business headwinds.
Despite this, profitability saw a significant turnaround.
PAT surged to ₹24.6 Cr from a ₹14.2 Cr loss in Q1 FY26, yielding a strong 28.3% margin, primarily from one-off gains.
EPS turned positive at ₹2.67. **Growth Drivers & Strategy:** TML is focused on strengthening profitability and sustainable growth.
Strategies include rigorous cash flow management, working capital optimization, and cost efficiencies.
R&D (8% of revenue) targets differentiated products.
The Hospital business, 56% of Q1 revenue, is a key growth pillar, aiming for market leadership.
International expansion into CIS, LatAm, GCC is planned, with EU/USA on the horizon. **Recent Developments:** Critical Care business registered growth.
API and institution segments show promising signs for a healthy recovery this fiscal year. **Management Outlook:** Management is optimistic on improving business momentum, expecting support from operational efficiencies, enhanced productivity, cost optimization, and gradual recovery in core segments.
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