| Management target | EBITDA Margin 20.0% FY27 |
|---|
| Revenue growth | 11.6% YoY revenue growth led by hospital and MetLife segments. |
|---|---|
| Margins | Consolidated EBITDA margins down to 14.5% due to expansion costs. |
| Demand visibility | Strong traction in orthopedic implants and international medical tourism. |
| Management confidence | Balanced; optimistic on MetLife scaling and hospital margin recovery. |
Growth
Revenue grew 11.6% YoY to ₹338.6 Cr; PAT grew 36% to ₹10.5 Cr.
Outlook
Management guides for 20% EBITDA margins for the full FY27 year.
Risks
Hospital margins compressed 320bps; heavy reliance on government schemes potentially lengthening receivables cycles.
Last quarter's promises, checked
Delivered
- Guided MedTech EBITDA breakeven → delivered ₹3.7 Cr positive EBITDA (= BEAT)
- Guided 15% long-term hospital CAGR → delivered 11.6% revenue growth (= PARTIAL)
- Guided new tax regime benefit → delivered PAT growth of 36% (= BEAT)
Partly delivered
- Guided inventory reduction → delivered efficiency improvements but net debt rose to ₹463 Cr (= PARTIAL)
Missed
- Guided hospital margin stability → delivered 320bps margin compression (= MISS)
- Guided reduction in government business → delivered 32% payor mix (= MISS)
Earnings Call Transcript filed with BSE, NSE: SHALBY. Summary written with AI assistance from the document.
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.
More from Shalby Ltd
All →Shalby Management Change
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Shalby Annual General Meeting
Shalby Limited held its 22nd Annual General Meeting on September 10, 2026. The meeting covered adoption of financial statements and appointment of a whole-time director.
Shalby Investor Presentation: Key Takeaways
Shalby Limited reported Q1 FY27 consolidated revenue of ₹3,386 mn, up 11.6% YoY, and PAT of ₹105 mn, up 36.7% YoY. Focus remains on orthopedic leadership and expanding implant business.
Shalby Q1 FY27 Results: Net Profit ₹10.5 Cr, Up 36.4% YoY
Shalby Ltd reported revenue from operations of ₹331.2 Cr (+11.7% YoY) and net profit of ₹10.5 Cr (+36.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹10.5 Cr · +36.4% YoY
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.
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.