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IndiaPulse

Medicamen Organics Ltd. (MEDIORG)

SME Cap

Pharma stocks · SME cap · NSE

Medicamen Organics Ltd. develops, manufactures, and distributes a broad range of generic pharmaceutical dosages including Tablets, Capsules, Oral Liquids, Ointments, and Dry powders. It operates a B2B contract manufacturing model for government and private institutions, marketing products in India, Africa, CIS, and Southeast Asian countries.

₹26.5
+0.85 · +3.31%
Quote04 Sept, 03:31 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage12/14 · 86%
Valuation2026-07-20 · Rf 6.8% · Pharma P/E 34.6 (n=184)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, management trust needs verification, price trend is neutral, and recent execution is weak.

Suggested next step
Verify management risk first
Do not let cheap valuation override weak Trust or governance evidence.
U-Score
OVERVALUED
14

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Weak Trust
49

low confidence · 0/0 claims checked

Technical
Bullish
64

Timing lens: price trend and sector relative strength.

Result consistency
weak
38

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 31 Mar 2026

Bad · 0/100

Rev -66% YoY · PAT -581% YoY · margin compression

Filed 31 Mar 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹4.8 Cr-65.7%-73.2%
EBITDA₹-7.2 Cr-286.2%-309.6%
Operating margin-150.0%-16784 bps-16916 bps
PAT₹-6.1 Cr-581.0%-397.1%
PAT margin-126.8%-13855 bps-13821 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-08-20T03:41:57.396Z
Management commentary snapshot

Medicamen Organics reported strong FY25 consolidated results with revenue up 51.11% YoY and PAT up 54.22% YoY. H2 FY25 saw even stronger growth, with revenue up 54.66% YoY and PAT doubling to 101.01% YoY, driven by robust top-line expansion and improved H2 margins.

The company delivered impressive top-line and bottom-line growth in FY25, with H2 FY25 showing accelerated momentum. Strategic international expansions and diversification into new product segments like cosmetics are underway, but their contribution and execution remain key monitoring points. The B2B contract manufacturing model appears scalable.

Growth engines

Geographic Expansion

INTACT

Presence in India, Africa, CIS, and Southeast Asian countries. New subsidiaries in Nepal (manufacturing), Rwanda, and Mauritius (marketing/distribution) are planned or established.

Product Portfolio Diversification

INTACT

Wide range of 84 products across multiple therapeutic areas. Entry into new segments like Cosmetics & Skin Care through subsidiary GEPL.

Contract Manufacturing (B2B)

INTACT

Operates a customer-centric, order-driven B2B model for contract/third-party manufacturing for government and private institutions.

Capacity and execution

Nepal Manufacturing Facility

INTACT

Investing ₹9 Crores in Medi Hub Organic Ltd. (30% equity) to establish a state-of-the-art CGMP pharmaceutical manufacturing facility, aiming for European quality benchmarks.

Rwanda Subsidiary

INTACT

Started a subsidiary in Rwanda (MOU signed July 15, 2024) for marketing and distribution, with plans to register ~100 products by December 2025.

Mauritius Subsidiary

INTACT

GEPL plans to start a subsidiary in Mauritius (MOU expected August) for marketing and distribution, initially focusing on medical disposables and cosmetics.

Tailwinds

Expanding International Markets

INTACT

Company is actively expanding its footprint in African, CIS, and Southeast Asian markets, with new ventures in Nepal, Rwanda, and Mauritius.

Diversified Product Offerings

INTACT

Broad product portfolio across various therapeutic areas and a new strategic entry into the growing beauty and personal care industry.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare YOY

The financial data provided in the presentation is exclusively on a Year-over-Year basis for both the full fiscal year (FY25 vs FY24) and the second half (H2 FY25 vs H2 FY24), making YoY the only applicable comparison.

Sector KPIs management disclosed

EBITDA Margin

UNDER_STRESS

FY25 EBITDA Margin: 17.45% (vs 18.80% in FY24). H2 FY25 EBITDA Margin: 18.06% (vs 16.79% in H2 FY24).

PAT Margin

INTACT

FY25 PAT Margin: 10.60% (vs 10.38% in FY24). H2 FY25 PAT Margin: 11.76% (vs 9.04% in H2 FY24).

Product Portfolio

INTACT

Product portfolio consists of 84 products across various therapeutic areas. Regularly engaged in R&D and launching new products.

Approvals/Certifications

INTACT

Approved by WHO GMP since 2011 (facility 1) and 2018 (facility 2). Obtained ISO 9001:2015 Certification.

Management forward view

Global Footprint Expansion

INTACT

Subsidiary GEPL is intended to serve as a platform for expanding the company’s footprint in overseas markets, including Nepal, Rwanda, and Mauritius.

New Product Segments

INTACT

Entered the beauty and personal care industry through GEPL, launching its first product line in Q1 FY25-26 with an initial investment of ₹3 Crores.

Product Registration Targets

INTACT

Plans to register around 100 products in Rwanda by December 2025.

Sales Projections from New Markets

INTACT

Projects USD 1.5 Million sales from Rwanda and approximately USD 0.5 Million from Mauritius for 2025-26.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Nepal Manufacturing Facility Progress₹9 Crores investment in MHOL for a new CGMP facility, aiming for European quality benchmarks.Timely commissioning, achievement of quality benchmarks, and initial production ramp-up.
Rwanda & Mauritius Sales ContributionProjected sales of USD 1.5M (Rwanda) and USD 0.5M (Mauritius) for 2025-26.Actual sales performance against projections and product registration progress in Rwanda.
Cosmetics & Skin Care Vertical PerformanceLaunched first product line in Q1 FY25-26 with ₹3 Crores initial investment, targeting Nepal, Mauritius, Rwanda, Brazil, and India e-commerce.Market acceptance, revenue contribution, and profitability of the new vertical.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

64Bullish

SMA20 +3.2% / mo · MACD + · sector +2.2pp vs Nifty (3M)

Stock trend: 68
Sector RS: 60
Sector 3M: +0.7% vs Nifty -1.5%

Technical chart

MEDIORGdaily · 1Y · AUTO+15.7%
Latest close ₹26.50 on 2026-09-04
Bar
+0.0%
RSI
58
MACD hist
0.18
52W pos
39%
2026-09-04O ₹26.50H ₹26.70L ₹26.50C ₹26.50Vol 44,000 sh
₹18.46₹22.00₹25.55₹29.10₹32.6552L26.502026-03VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Bullish setup

Trend is constructive — long-term uptrend intact. RSI 58.

  • Price above SMA200 (long-term uptrend) but mid-term MAs not aligned.
  • SMA20 rising (~3.1% over last month) — short-term momentum positive.
  • RSI(14) at 58 — rising, no extreme reading.
  • MACD above signal but histogram contracting — bullish momentum cooling.
  • 30% off 52W high · 39% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 14 · OVERVALUED · pillar breakdown, sector model, fair-value anchor

14U-SCORE
OVERVALUED

Fundamental score breakdown

OVERVALUED
Valuation5/30
Growth10/25
Quality0/20
Balance Sheet6/15
Cash Flow0/10
Piotroski
4/9 (+1)
Penalties
-8
Raw sum
14

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

14/100 · OVERVALUED

Positive drivers

  • Growth contributes 10/25 to the score.
  • Balance sheet contributes 6/15 to the score.
  • Valuation contributes 5/30 to the score.

Main drags

  • Penalty bucket subtracts 8 points.
  • Quality is weaker at 0/20; verify the latest quarterly trend.
  • Cash flow is weaker at 0/10; verify the latest quarterly trend.
Sector valuation model

Healthcare valuation: PE/EVEBITDA with regulatory and pipeline checks

Healthcare valuation needs both earnings quality and regulatory/pipeline context.

Pharma PE/EVEBITDA
Primary lens
PE and EV/EBITDA adjusted for product mix and R&D/pipeline quality.
Secondary checks
USFDA risk, launch pipeline, margin trend, domestic vs export mix.
Main risk check
Regulatory setbacks or one-off product cycles can distort valuation.
PE
PB
1.1
EV/EBITDA
ROE
-13.7%
ROCE
-10.7%
FCF Yield
Debt/Equity
0.5
MoS
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
14
Previous: 14
Verdict
OVERVALUED
Previous: OVERVALUED
Margin of safety
No stored baseline yet

Score history

12 stored score snapshots. Latest stored move: +3 points.

05 Sept 2026
v4.3-runtime-valuation
11
11
11
11
11
12
11
11
11
11
11
14

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
Growth-justified P/E
45.0
Growth-justified Value
— MoS
PEG

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
49Weak Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Weak Trust: Claim history is still being built. It ranks around the 6th percentile of the scored universe and 4th percentile within Pharma. Main check: cash conversion is weak at 28/100.

Mixed Trust Lite: Promoter pledge is zero. Key concern: Operating cash flow is negative at ₹-5 Cr.

Computed 05 Sept 2026
management-trust-v1
4 docs text-extracted · 2 concalls text-extracted
Score band
Weak Trust

Management or financial behaviour needs caution. Demand stronger valuation compensation.

Relative rank
6th percentile

overall median 67 · Pharma: 4th pctile, median 70 · SME: 6th pctile, median 64

Evidence depth
Financial-only

4 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Weak Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Needs extra due diligence; demand valuation comfort and recent improvement.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
70
acceptable · holding, pledge, alignment
Cash flow
28
weak · profit to cash conversion
Balance sheet
73
acceptable · leverage and solvency
Discipline
40
weak · capital discipline
Results
38
weak · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • Promoter holding increased 16.9%.

Trust risks

  • Operating cash flow is negative at ₹-5 Cr.
  • Promoter holding is only 16.9%.
  • Only 0 years of positive FCF.
  • ROCE is low at -10.7%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
P/B
1.12
EV/EBITDA
Market Cap
39.40Cr

Profitability

ROE
-13.70%
ROCE
-10.70%
ROA
-7.79%
Dividend Y

Growth (CAGR)

Revenue 5Y
-5.37%
EPS 5Y
54.58%
Revenue 3Y
3.00%
EPS 3Y
3.00%

Balance Sheet

Debt/Equity
0.50
Interest Coverage
-5.28×
Altman Z
1.88
Book Value
23.60

Cash Flow

FCF Yield
FCF Positive Y
0/5
OCF
-4.60 Cr
EPS TTM
-3.30

Shareholding

Promoter Hold
16.88%
Promoter Pledge
0.00%
Momentum 52W
39%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Pharma, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.