Shalby Ltd (NSE:SHALBY)

Q4 2025 Shalby Ltd Earnings Call Transcript

May 31, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Shalby Ltd (BOM:540797) reported a consolidated revenue growth of 16.9% year-over-year, driven by contributions from Sunar Hospital and implant sales.
The company maintains a strong balance sheet with a low gearing ratio of 0.28 and a positive cash position.
Shalby Medtech, the company's orthopedic implant division, achieved a 138% year-over-year revenue growth in Q4 FY25.
The company is expanding its global footprint with strategic partnerships and plans to launch two new products in the upcoming year.
Shalby Ltd (BOM:540797) continues to invest in high-end procedures and super specialty work, hiring 40 doctors in Q4 FY25 to enhance its service offerings.

Negative

EBITDA margins have decreased significantly from 17.6% in Q4 of the previous year to 9.7% in the current quarter.
The company did not declare a dividend despite having a board meeting with an agenda for it, raising concerns among investors.
Standalone hospital business growth was only 1.7% year-over-year, indicating stagnation in this segment.
The occupancy rate at Sunar Hospital remains low at 23%, with a heavy reliance on international patients.
The franchisee business has not expanded as initially planned, with the company becoming more selective in partnerships.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHAY.NS - Shalby Ltd
Q4 2025 Shalby Ltd Earnings Call
May 31, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 and F 525 earnings conference call of Shelby Limited, hosted by Elara Securities India Private Limited. As a reminder, all participant lines 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 then 0 on your touchstone phone. Please note that this conference is recorded. I now hand the conference over to Mr. Kashish from Elara Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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