Q2 2025 Shalby Ltd Earnings Call Transcript
Key Points
- Shalby Ltd (BOM:540797) reported a 12.9% year-over-year increase in consolidated revenue for Q2 FY25, reaching 275 crore.
- The company maintains a healthy balance sheet with a low gearing ratio of 0.2x.
- Shalby Ltd's implant business showed significant growth, with a 90% year-over-year increase in revenue.
- The company successfully completed 28 transplants in the current quarter, showcasing its clinical excellence.
- Shalby Ltd plans to expand its capacity from 130 beds to 200 beds in its international hospital, indicating future growth potential.
- EBITDA margin decreased from 23.9% in Q2 FY24 to 14.4% in Q2 FY25, indicating a decline in profitability.
- The standalone revenue for the hospital business decreased by 2.4% year-over-year due to a reduction in surgeries.
- Heavy rainfall and flooding in Gujarat and Rajasthan led to postponed elective surgeries, impacting revenue.
- The company's tax rate is high at 35%, partly due to being under the Minimum Alternate Tax (MAT) regime.
- Occupancy levels at some hospitals remain low, with the Delhi hospital operating at only 25% occupancy.
Ladies and gentlemen, good day and welcome to shall be Limited Q2 Financial year 25 earning call as a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.
Please note that this conference is being recorded. I now hand the conference over to Mr. Kashish from Elara Security Private Limited. Thank you and over to you, sir.
Thank you, Nivedita.
Good evening, everyone. We welcome all the participants to the Shalby Ltd. due to FY25 earnings call hosted by Elara Securities. Today we have senior management representing Shelby among the senior management the participants. We have Doctor Vikram Shah, Chairman and managing director, Mr Shanay Shah, President, Miss Nisita Shukla, our Chief Operating Officer, Mr Amit Pathak, Chief Financial Officer, Mr Deepak
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