Pharmacy Retail industry
Q1FY271 earlier
3 companies · ₹15,920 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹15,920 crMedplus Health Services Ltd is 49.9% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
small 2micro 12 above ₹500 cr
Exhibit 5Coverage (3 of 3)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹7,905 cr
- P/E
- 63.0x
- EV/EBITDA
- 30.6x
- ROCE
- 13.6%
- Margin
- 4.5%
- Rev YoY
- +38.2%
Exhibit 6What managements said
from Retailing earnings calls · as of 2026-06-30headwindMulti-state minimum wage hikes are a structural, not transient, cost headwind7 managements
Seven managements cited Q1 FY27 minimum wage increases as a material cost driver. Medplus quantified Karnataka at +60% and Telangana at +25% effective June 1, noting the full…
- ETERNAL (Q1FY27): “There was some increase in the cost of doing business in the quarter because there were a…”
tailwind11 managementsheadwind6 managementsheadwind2 managementstailwind5 managementsheadwind2 managements
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Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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