Shalby Limited (SHALBY) Earnings Call Transcripts

Shalby Limited's Latest Earnings Call - Q4 FY2026

Shalby Limited reported its Q4 and FY 2026 results with a notable improvement in profitability metrics. For Q4 FY 2026, revenue increased by 9.4% YoY to INR 295.5 crores, and EBITDA surged by 43.1% YoY to INR 37.4 crores, with margins improving to 12.7%. The company reported a PAT of INR 18.5 crores, a significant turnaround from a loss in the previous year. For the full fiscal year, revenue grew by 4.8% to INR 1,168.2 crores, with EBITDA margins slightly improving to 14.5%. Management highlighted the impact of a new tax regime on profitability and signaled continued operational improvements. The stock may be positively influenced by the strong profitability turnaround and operational efficiencies, despite geopolitical challenges affecting international operations.

Reported metrics

Guidance from management

Management expects continued profitability improvements due to operational efficiencies and a new tax regime. No specific revenue or EBITDA guidance was provided.

What management said

Thanks, Kashish. Good evening, everyone. Our investor presentation is uploaded on the stock exchange website and our company website, shalby.org. We do hope you have already had the opportunity to go through the presentation. Please note that some of the statements made in today's call may be forward-looking in nature and may involve risks and uncertainties. Kindly refer to Slide #2 of the investor presentation for a...

So implant business is already -- if you look at it the second consecutive quarter of having a positive EBITDA, right? So we have come out of that whole challenge of having where we were hitting at EBITDA levels. We still have some distance to go to get it into a double-digit EBITDA as well as convert the cash flow to be positive, which we are working towards it. We should start seeing better results quarter-on-quart...

What analysts pressed on

Analysts expressed concerns about the profitability of the international business, particularly due to geopolitical tensions affecting patient inflows. There were also questions about the sustainability of growth given the recent slowdown in revenue expansion.

Main topics on the call

• Revenue Growth — Consolidated revenue for Q4 FY 2026 was INR 295.5 crores, up 9.4% YoY. Management cited operational improvements and strategic initiatives as key drivers.
• Profitability Improvement — EBITDA for Q4 FY 2026 increased by 43.1% YoY to INR 37.4 crores, with margins improving from 9.7% to 12.7%. PAT was INR 18.5 crores, reversing a loss from the previous year.
• International Business Challenges — Revenue from Shalby International declined due to geopolitical issues in the Middle East, but management expects recovery through other regions.
• MedTech Business Performance — Shalby MedTech reported a 45% YoY revenue growth for Q4 FY 2026, with EBITDA turning positive, marking a significant operational turnaround.

Read the full Shalby Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Shalby Limited earnings call transcripts on record, spanning February 4, 2020 to August 13, 2026. Based on this history, Shalby Limited reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHALBY

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

28

First call

February 4, 2020

Most recent

August 13, 2026

Reporting cadence

quarterly