Shalby Ltd (NSE:SHALBY)

Q1 2026 Shalby Ltd Earnings Call Transcript

Aug 14, 2025 / 06:30 AM GMT

Release Date Price: ₹203.2 (-2.48%)

Transcript

Key Points

Positve

Shalby Ltd (BOM:540797) reported a consolidated revenue of 303 crores for the quarter, marking a 12.3% increase quarter-on-quarter and a 5.1% increase year-on-year.
The company achieved a significant milestone by crossing 300 crores in quarterly performance for the first time in its history.
Shalby Ltd maintains a strong balance sheet with a low gearing ratio of 0.38, indicating financial stability.
The implant business, Shalby Medtech, showed a year-on-year revenue growth of 74.2%, driven by robust domestic volumes and improved channel partner engagement.
The company is focusing on strategic growth initiatives, including product innovation, customer segment focus, cost reduction, and supply chain excellence, to drive future growth.

Negative

EBITDA margin decreased to 16% from 19% year-on-year, indicating a decline in profitability.
The company's occupancy rate decreased to 45% this quarter, down from 669 occupied beds in the same quarter last year.
Revenue from the international business remained flat, with geopolitical issues in the Middle East affecting patient inflow.
The implant business, despite growth, still reported a negative EBITDA on a consolidated basis.
The company faces challenges in reducing receivable days from government schemes, which average around 180 days, impacting cash flow.

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

SHAY.NS - Shalby Ltd
Q1 2026 Shalby Ltd Earnings Call
Aug 14, 2025 / 06:30AM 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 Shalby Limited 1 F 526 earnings conference call 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 this conference call, please signal an operator by pressing, then 0 on a touchtone phone. Please note that this call is being recorded.

With this, I now hand the conference over to Mr. Kashish Thakur for his opening remarks.

Thank you and over to you, sir.

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Unidentified_2 [2]
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