THEMISMED · Themis Medicare Ltd · Major Drugs
THEMISMED · Themis Medicare Ltd · Major Drugs
As of 06 Nov close
52-week range
28.0% below 52-week high
52-week range: as of 06 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 15 Sep 2026 · the company's own latest record is 53 days old
Revenue (latest Q)
₹87 Cr
Revenue YoY
PAT YoY
+273.1%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
2.8
P/S (TTM)
3.6
Sector P/E
36.3
Dividend yield
+0.4%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| THEMISMED (this stock) | 25.2 | 2.8 | +12.1% | +10.0% | 0.25 | +0.4% |
| Aurobindo Pharma | 24.7 | 2.9 | +10.6% | +9.8% | 0.21 | 0.0% |
| Neuland Laboratories | 64.3 | 12.6 | +18.0% | +21.4% | 13.9 | +0.2% |
| Pfizer | 27.6 | 5.1 | +28.6% | +17.5% | 0.02 | +1.9% |
Promoter
stable
FII
falling 1q
MF
Not available from data source
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
No bulk/block deals in the last 12 months.
News timeline
No related news.
Concalls & investor presentations
AI-generatedKey takeaway: Themis Medicare Limited reported its investor presentation for the quarter ended June 30, 2026. Management stated that consolidated revenue for Q1 FY27 was ₹86.96 crore, with a significant improvement in profitability, as Profit Before Tax (PBT) reached ₹38.6 crore compared to a loss of ₹14.1 crore in Q1 FY26. Profit After Tax (PAT) was ₹24.6 crore, resulting in a PAT margin of 28.3%. The critical care business experienced growth due to focused brand promotion, while the API and institution business showed promising recovery. Management emphasized the importance of cash flow management and cost optimization. R&D investments were reported at around 8% of revenue, reflecting a commitment to product development. The presentation outlined a strategic focus on enhancing profitability and cash flow through operational efficiencies and a stronger presence in hospital and API businesses.
Management highlighted improvements in profitability and growth in key business segments.
Sourced from an exchange-filed presentation, dated 13 Aug 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Themis Medicare Limited's investor presentation reported a gradual recovery in profitability during Q4 FY26, with consolidated revenue reaching ₹76.5 crore, a 6.7% year-on-year increase. EBITDA improved significantly to ₹3.8 crore, compared to a loss of ₹5.8 crore in Q4 FY25, resulting in an EBITDA margin of 4.9%. Consolidated PAT for the quarter was ₹8.9 crore, reversing a loss of ₹9.7 crore in the same quarter last year. The presentation highlighted ongoing strategic restructuring in the Formulation business and improvements in operational efficiency. For FY26, total consolidated revenue was ₹342.2 crore, down from ₹405.5 crore in FY25, with a marginally positive EBITDA of ₹0.4 crore. The company maintained R&D investments at around 3% of revenue, emphasizing its commitment to product development. Management expressed optimism about improving business momentum through operational efficiencies and cost optimization initiatives.
The presentation provided a balanced overview of financial performance and strategic initiatives without strong emphasis on growth or challenges.
Sourced from an exchange-filed presentation, dated 28 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Themis Medicare Limited's investor presentation reported a positive turnaround in profitability for Q3 FY26, despite facing top-line pressure. Management noted that the API business more than doubled year-on-year, while the Trade and Hospital segments also showed improvement. The presentation highlighted ongoing disruptions in a significant business line, which are under regulatory review, with anticipated positive developments. Management emphasized a focus on operational efficiency, cost optimization, and a strong R&D pipeline, allocating 3% of revenue to R&D. Consolidated revenue for the quarter was ₹90 crore, with EBITDA growing 15% year-on-year to ₹9.8 crore, reflecting improved margins due to cost rationalization. The document outlined the company's strategic focus on becoming a leader in the hospital business and expanding its presence in various markets, including new regions and regulated markets.
Management emphasized a positive turnaround in profitability and growth in key business segments.
Sourced from an exchange-filed presentation, dated 13 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedThemis Medicare Limited's FY2025-26 annual report highlights the company's resilience amid macroeconomic challenges, emphasizing strategic restructuring in its Formulations business, growth in the Hospital segment, and strong performance in the Trade segment. The report notes continued investment in R&D, particularly in process improvements like the Lovastatin to SAS process, and adherence to corporate governance and sustainability practices. The company also outlines its compliance with regulatory requirements and highlights the Indian pharmaceutical sector's growth potential driven by domestic demand and international exports.
- Strategic restructuring in the Formulations business to improve market positioning and operational efficiency
- Focus on expanding the Hospital segment with higher-margin products and increased presence in chain hospitals
- Continued investment in R&D and process improvements, including the Lovastatin to SAS process
- Commitment to corporate governance, sustainability, and compliance with labor and environmental regulations
- Management has stated a positive outlook for the Indian pharmaceutical sector with growth driven by domestic demand and global exports
Key takeaway: Themis Medicare Limited is focusing on strategic restructuring, R&D investment, and expansion in high-margin segments while navigating macroeconomic challenges and maintaining compliance with regulatory and sustainability standards.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
No item of a kind that needs attention was stored for this company.
Contingent Liability
2 occurrencesRecent (last 12 months)
The Ministry of Chemicals & Fertilizers, Government of India has a claim against the company not acknowledged as debt.
Earlier (1-3 years ago)
The Ministry of Chemicals & Fertilizers, Government of India has raised a demand for INR 126.08 lakhs related to price differences for bulk drugs, and the company has been directed to deposit INR 34.80 lakhs as principal liability, with appeals pending in the High Courts of Gujarat and Bombay.
Related-Party Transaction
2 occurrencesRecent (last 12 months)
The company sought member approval for material related party transactions with Themis Distributors Private Limited, Vividhmargi Investments Private Limited, Gujarat Themis Biosyn Limited, and Dr. Sachin D. Patel up to Rs. 130 crores involving promoter inter-se transfer of equity shares.
Earlier (1-3 years ago)
The company approved material related party transactions with Themis Distributors Private Limited for the financial years 2024-25 and 2025-26 through postal ballots.
Promoter Share Pledge
1 occurrenceRecent (last 12 months)
30.37% of promoter holding pledged (quarter 2026-Q3 as of 2026-07-18). Change vs the previous disclosure: increasing.