QMS Medical Allied Services Limited — Q1FY27 Earnings Call Summary

QMSMEDI · Q1FY27 · Filed 21 Aug 2026

Key Takeaways

• Q1 FY27 consolidated revenue INR56.9 Cr, +22% y-y; EBITDA INR8.3 Cr, +27% y-y; PAT INR4 Cr, +25% y-y
• EBITDA margin improved to 14.6% vs 14.1% in Q1 FY26 and 13.3% in Q4 FY26
• Saarathi Healthcare 76% owned; full acquisition expected by Q2 FY27
• Q Devices revenue INR3 Cr in Q1; targeting 10-15% contribution in FY27 and 20-25% of product revenue in 3 years
• FY27 service revenue guidance INR90-100 Cr; total revenue guidance ~INR220 Cr maintained
• Employee expenses increased due to PSP hiring; expected stable run rate with possible increases on new contracts
• Q1 revenue up 28% q-q; EBITDA +41% q-q; PAT more than doubled q-q
• Gross margin expansion driven by higher services revenue share (40% in Q1 vs 30% last year)
• PSP revenue INR17.6 Cr; B2B health camps revenue INR6.4 Cr with 11,497 camps in Q1
• Contract renewals at 60-70%; price hikes of 5-12% annually in PSP agreements

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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.