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#SME #QMS #QMSMedical #QMSMEDI
QMS Medical Allied Services Limited Q4 & FY26 Earnings Call Highlights
👉FY27 & Future Outlook:
▫️Revenue guidance maintained at ₹216 Cr for FY27 (~25% YoY growth), fully on track with earlier indications
💠Services segment (currently 31% of revenue) targeted to double to ~₹108 Cr, powered by new patient support programs (PSP), disease management initiatives, and GLP-1 drug launches requiring high patient engagement
💠Camps revenue expected to rise to ₹18-20 Cr (from ₹13 Cr in FY26) through higher-value and varied camp formats
💠Product segment to grow at a steady 10-15%, shifting overall revenue mix toward higher-margin, stickier services business
💠EBITDA margins projected at 18-19% for FY27 (vs. ~15% in FY26), with services delivering ~25% EBITDA margin and products at 10-12%; margin expansion driven by front-loaded investments now yielding revenue
👉Current projects, signed contracts & future pipeline:
▫️Full visibility and locked-in contracts on the services side with order pipeline for FY27 doubling
💠Multiple new patient service programs already signed (total 104 different PSP + camp programs currently active across therapy areas including diabetes, hypertension, respiratory, oncology, and GLP-1 therapies)
💠Key live programs include Humrahi (Lupin) — currently engaging >3.2 lakh patients — and My Aarambh (Emcure); several additional GLP-1 and chronic-disease programs slated for launch and ramp-up
💠Saarthi Healthcare (76% stake) fully integrated; technology platform now serves >1 million patients with real-time tracking, monitoring, analytics, counseling, reminders, and outcome tracking
💠Camps pipeline: 32,380 camps successfully executed in FY26; FY27 focus on scaling higher-revenue camp variants (e.g., combination screening, per-patient models, BMD, HbA1c + retinopathy) rather than just volume
👉Other notable points:
▫️FY26 Financials: Margin compression deliberate due to front-loaded investments in people (employee cost up to ₹15.2 Cr), software development, DPDP Act compliance, and ISO certification
💠Segment mix: Products 69% (~₹119 Cr), Services 31% (~₹54 Cr, of which camps ₹13 Cr)
💠H2 FY26 revenue moderated to ~₹70-74 Cr (vs. ₹91-92 Cr in H1) due to product-side supply chain disruptions and order delays; these issues largely alleviated for FY27
💠Hiring momentum — ~850 employees already onboarded (target 1,200 for one major program); all program-specific and fully recoverable through management fees charged to pharma clients
💠Business differentiation: QMS operates as an infrastructure partner for pharma companies — handling screening camps, patient onboarding, adherence support, diagnostics, tele-interventions, and outcome monitoring — addressing high drop-off rates (patients often discontinue chronic therapy after the first month)
💠Competitive positioning: Not a traditional distributor; focus on compliant, tech-enabled PSPs gives edge over pure-play online distributors or platforms like Practo (which management clarified does not dominate structured patient support programs)
💠Scale metrics: 130+ institutional clients (including 50+ leading pharma companies), 5,000+ serviceable pin codes, 900+ SKUs, and own Q Devices brand
💠Additional: NSE main-board migration approved; investments in data protection and ISO compliance also benefit pharma partners by ensuring regulatory adherence
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
Today's In Focus Stocks
1. #KPIGreen
2. #ArihantFoundation
3. #Exicom
4. #LamonTree
5. #Bondada
6. #GPTInfraprojects
7. #SameeraAgro
8. #Exhicon
9. #QMSMedical
10. AartiDrugs
Disc.: This is not Buy or Sell Recommendation only for educational purposes.
🏥 QMS Medical Allied Services Update:
🔹 Acquired 51% stake in Saarathi Healthcare
🔹 Acquisition cost: ₹450 million
#QMSMedical #SaarathiHealthcare #Acquisition
Ye kya jhol hai?
#QMS Medical has withdrawn its proposed Preferential Issue because company secured necessary funds through alternative sources.
#QMSMedical
#QMSMedical - CMP 149
Pref happened at 144
MARGIN OF SAFETY MUCH...?!
Medical devices companies like QMS MEDICAL ALLIED SERVICES LTD. in focus
#qmsmedi #qmsmedical #qmsmas
https://t.co/aPIkceFbZt
QMS Medical Allied Services Ltd. in focus : In a '1st', Maharashtra passes law for public medical purchases
The medical education and public health department jointly make purchases to the tune of Rs 1,800-2,000 crore annually.
#qmsmedical #qmsmedi
https://t.co/bEFC2PNX1J
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