Q4 2026 Shalby Ltd Earnings Call Transcript
Key Points
- Shalby Ltd (BOM:540797) reported a 9.4% year-on-year growth in consolidated revenue for Q4 FY26, reaching INR295.5 crores.
- EBITDA improved significantly by 43.1% year-on-year, with margins increasing from 9.7% to 12.7%.
- The company achieved a consolidated PAT of INR18.5 crores, a substantial improvement from a loss of INR12.2 crores in Q4 FY25.
- Shalby MedTech reported a strong growth of nearly 45% in revenue year-on-year for Q4 FY26, with a positive EBITDA for the second consecutive quarter.
- The company has successfully completed 70 transplants in FY26, including 51 kidney and 19 liver transplants, showcasing its clinical excellence.
- Shalby International's revenue declined due to geopolitical tensions in the Middle East, impacting international patient inflows.
- Standalone EBITDA margin decreased from 17.7% in Q4 FY25 to 16.1% in Q4 FY26.
- The number of operational beds decreased year-on-year due to the closure of two units, Rajkot and Lucknow, which were EBITDA negative.
- Gross margin decreased from 90% to 85% due to increased costs associated with new doctor recruitment and oncology treatments.
- The international business, particularly in the US, is still facing challenges, impacting overall profitability.
Ladies and gentlemen, good day, and welcome to Shalby Limited's Q4 and financial year 2026 earnings call hosted by Elara Securities Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Kashish Thakur from Elara Securities. Thank you, and over to you, sir.
Thank you, [Iqra]. Good evening, everyone. We welcome all the participants to Shalby Limited Q4 and FY26 earnings call hosted by Elara Securities. Today, we have with us senior management representatives from Shalby.
We will start with the performance highlights from Group CFO of Shalby Limited, Mr. Amit Kumar; and Mr. Deepak Anand, Chief Executive Officer of Shalby MedTech. After that, we will open the floor for question and answer for all the participants. I will now hand over the call to Mr. Jigar Todi for important disclaimers regarding any forward-looking statements that may be made in today's call.
Over to you, Jigar.
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