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Earnings Call

Shalby Earnings Call: Key Takeaways

Shalby Limited reported Q4 FY26 consolidated revenue growth of 9.4% YoY. Key focus on MedTech turnaround with positive EBITDA and expansion in oncology services.

Highlights
Revenue growthFY26 grew 4.8% YoY; MedTech segment grew 46% YoY.
MarginsConsolidated EBITDA margin 14.5% in FY26; MedTech achieved positive EBITDA.
Demand visibilityStrong comeback in international patient volumes in April-May 2026.
Management confidenceHigh confidence in short-term EBITDA breakeven for Shalby International.

Growth

FY26 Consolidated Revenue up 4.8% to ₹1,168.2cr; Q4 PAT ₹18.5cr vs ₹12.2cr loss YoY.

Outlook

Guided minimum 15% CAGR for hospitals; MedTech revenue target ₹600-700cr by 2030 with >15% EBITDA.

Risks

Geopolitical conflict in Middle East impacting international patient inflows at Gurugram; doctor attrition during H1 FY26.

Source

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

Read the document ↗

Shalby Limited: 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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