POLYMED (Poly Medicure Ltd) vs BSE Sensex 30 Comparison

POLYMED

BSE Sensex 30

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POLYMED

BSE Sensex 30

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POLYMED

BSE Sensex 30

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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BSE Sensex 30

POLYMED

7741

ALC

COLO B

ALGN

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1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Poly Medicure Ltd
Glance View

Market Cap

289B INR

Industry

Health Care

Poly Medicure Ltd., an Indian manufacturer of medical devices, is a compelling narrative of innovation driving tangible impact in healthcare. It embarked on its journey in the late 1990s, seizing on the escalating demand for high-quality medical consumables. The company carved its niche by producing a wide array of disposable medical devices like catheters, infusion therapy systems, and wound closure products, essential in medical facilities worldwide. By establishing a robust manufacturing infrastructure and leveraging economies of scale, Poly Medicure ensures competitive pricing while adhering to global quality standards. A dedication to research and development undergirds their operation, constantly pushing the envelope of modern medical technology. Revenue streams flow primarily from the sale of these innovative products to hospitals, healthcare institutions, and distributors across more than 100 countries. The company's strategic positioning in the industry is further reinforced by its commitment to sustainability and stringent adherence to regulatory compliance, which helps in sustaining long-term contracts and partnerships. The expansion of its product range and the adoption of automated manufacturing processes don't just meet but often forecast sector demands. By keeping its pulse on global health trends, Poly Medicure ensures not only stable growth in its financial graphs but also cements its authority as a cornerstone entity in the medical supplies marketplace.

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POLYMED Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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JP		Hoya Corp TSE:7741	Select
CH		Alcon AG SIX:ALC	Select
DK		Coloplast A/S CSE:COLO B	Select
US		Align Technology Inc NASDAQ:ALGN	Select
KR	H	HLB Inc KOSDAQ:028300	Select
CN		Shenzhen New Industries Biomedical Engineering Co Ltd SZSE:300832	Select
US		Lantheus Holdings Inc NASDAQ:LNTH	Select
CA		Bausch + Lomb Corp NYSE:BLCO	Select
UK		ConvaTec Group PLC LSE:CTEC	Select
US		Merit Medical Systems Inc NASDAQ:MMSI	Select

JP		Hoya Corp TSE:7741	Add
CH		Alcon AG SIX:ALC	Add
DK		Coloplast A/S CSE:COLO B	Add
US		Align Technology Inc NASDAQ:ALGN	Add
KR	H	HLB Inc KOSDAQ:028300	Add
CN		Shenzhen New Industries Biomedical Engineering Co Ltd SZSE:300832	Add
US		Lantheus Holdings Inc NASDAQ:LNTH	Add
CA		Bausch + Lomb Corp NYSE:BLCO	Add
UK		ConvaTec Group PLC LSE:CTEC	Add
US		Merit Medical Systems Inc NASDAQ:MMSI	Add

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IN		Jio Financial Services Ltd NSE:JIOFIN	Add

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POLYMED

vs

BSE Sensex 30

Stocks Performance
POLYMED vs BSE Sensex 30

Performance Gap
POLYMED vs BSE Sensex 30

Performance By Year
POLYMED vs BSE Sensex 30

Competitors Performance
Poly Medicure Ltd vs Peers

Poly Medicure Ltd
Glance View

Company

Help

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POLYMED vs BSE Sensex 30

Stocks Performance POLYMED vs BSE Sensex 30

Performance Gap POLYMED vs BSE Sensex 30

Performance By Year POLYMED vs BSE Sensex 30

Competitors Performance Poly Medicure Ltd vs Peers

Poly Medicure Ltd Glance View

Company

Help

Tools

Stocks

POLYMED

vs

BSE Sensex 30

Stocks Performance
POLYMED vs BSE Sensex 30

Performance Gap
POLYMED vs BSE Sensex 30

Performance By Year
POLYMED vs BSE Sensex 30

Competitors Performance
Poly Medicure Ltd vs Peers

Poly Medicure Ltd
Glance View