Shalby Limited has informed the Exchange about Investor Presentation
SHALBY · price
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Awaiting price reaction for this filing.
Shalby Limited filed its Q1 FY2026 investor presentation. Consolidated revenue grew 5.1% YoY to ₹3,034 mn, but EBITDA fell 11.6% to ₹485 mn and PAT dropped 47.9% to ₹77 mn, with margins contracting to 16% from 19%. Standalone performance was steadier with revenue up 0.7% to ₹2,422 mn, EBITDA at ₹524 mn, and a net cash position of ₹101 mn. Operationally, hospital occupancy declined to 45% (from 48%), though ARPOB improved 5.3% to ₹45,673 and surgery volumes rose 1.5% to 9,013. The implant business showed strong momentum with Shalby MedTech revenue up 74.2% YoY to ₹308 mn. Management outlined a multi-phase global expansion roadmap for the implant business targeting USD 100 mn revenue, plans for new hospitals in Nashik and Mumbai, and a stated goal of doubling ROCE.
Mixed signals for shareholders — top-line growth and improving ARPOB are positive, but margin compression and a sharp PAT decline highlight cost pressures at the consolidated level. The expansion roadmap and strong implant business growth provide longer-term optionality, though near-term profitability concerns may weigh on the stock.