| Management target | EBITDA Margin 20.0% FY27 |
|---|
| Revenue growth | 11.6% YoY revenue growth led by hospital and MetLife segments. |
|---|---|
| Margins | Consolidated EBITDA margins down to 14.5% due to expansion costs. |
| Demand visibility | Strong traction in orthopedic implants and international medical tourism. |
| Management confidence | Balanced; optimistic on MetLife scaling and hospital margin recovery. |
Growth
Revenue grew 11.6% YoY to ₹338.6 Cr; PAT grew 36% to ₹10.5 Cr.
Outlook
Management guides for 20% EBITDA margins for the full FY27 year.
Risks
Hospital margins compressed 320bps; heavy reliance on government schemes potentially lengthening receivables cycles.
Last quarter's promises, checked
Delivered
- Guided MedTech EBITDA breakeven → delivered ₹3.7 Cr positive EBITDA (= BEAT)
- Guided 15% long-term hospital CAGR → delivered 11.6% revenue growth (= PARTIAL)
- Guided new tax regime benefit → delivered PAT growth of 36% (= BEAT)
Partly delivered
- Guided inventory reduction → delivered efficiency improvements but net debt rose to ₹463 Cr (= PARTIAL)
Missed
- Guided hospital margin stability → delivered 320bps margin compression (= MISS)
- Guided reduction in government business → delivered 32% payor mix (= MISS)
Earnings Call Transcript filed with BSE, NSE: SHALBY. Summary written with AI assistance from the document.
Shalby Ltd: key numbers
- Share price
- ₹135.00
- Market cap
- ₹1,458 Cr
- Revenue (annual)
- ₹1,141 Cr
- Net profit (annual)
- ₹37.39 Cr
- P/E (TTM)
- 37.1×Sector 53.1×
- Promoter holding
- 74.33%+0.00% QoQ
- FII holding
- 4.47%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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