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Earnings Call

Shalby Earnings Call: Key Takeaways

Shalby delivered strong Q4 growth with EBITDA up 43.1% YoY, driven by operational efficiency and recovery in the implant business despite geopolitical headwinds in international segments.

Highlights
Revenue growth9.4% YoY growth; consolidate revenue at ₹295.5 Cr.
MarginsEBITDA margins expanded significantly to 12.7% YoY.
Demand visibilityStrong demand in domestic orthopedics and oncology segments.
Management confidenceHigh confidence in India business; cautiously optimistic on international recovery.

Growth

Revenue grew 9.4% YoY; EBITDA margins expanded to 12.7% from 9.7% via cost optimization and improved segment mix.

Outlook

Management guides for sustained 15% CAGR growth and intends to scale the implant business to ₹600-650cr by 2030.

Risks

International revenue dipped due to Middle East conflicts; rising debt from acquisitions remains a concern for leverage ratios.

Source

Earnings Call filed with NSE, NSE: SHALBY. Summary written with AI assistance from the document.

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Shalby Ltd: key numbers

Share price
₹147.12
Market cap
₹1,589 Cr
Revenue (annual)
₹1,141 Cr
Net profit (annual)
₹37.39 Cr
P/E (TTM)
40.4×Sector 57.8×
Promoter holding
74.33%+0.00% QoQ
FII holding
4.47%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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