Shalby Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 14 Jun 2026 | Healthcare Services | Market Cap: ₹1.7K Cr
Long-term sustainable growth expected at a minimum 15% CAGR in hospital and pharma business with existing infrastructure supporting 40%-50% upside (Page 13). Revenue Growth**: Expecting sustainable minimum 15% CAGR over the long term driven by hospital and pharma business with existing infrastructure supporting 40-50% upsides.
From Shalby Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹153
Market Cap
₹1.7K Cr
P/E Ratio
42.0
Revenue Rank
Margin Rank
How does Shalby Ltd rank in Healthcare Services?
Compare Shalby Ltd against every Healthcare Services company this quarter on revenue, margins and earnings-call signals.
Shalby Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹287 Cr, net profit ₹18 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Long-term sustainable growth expected at a minimum 15% CAGR in hospital and pharma business with existing infrastructure supporting 40%-50% upside (Page 13).
- →Expansion plans include selective hospital bed additions and MedTech product approvals in new countries like Myanmar and Vietnam, enhancing both hospital and MedTech growth (Page 16).
- →Commercial expansion ongoing across India, US, Japan, Southeast Asia, with new markets including Vietnam, Malaysia, Nepal, Iraq, Argentina, and LatAm regions targeted (Page 5).
- →Oncology and specialty services investments expected to contribute to revenue growth (Pages 11, 14).
- →Increased doctor additions and new therapies to start contributing from Q1/Q2 FY’27, strengthening revenue base (Page 14).
- →MedTech implant business projected to reach INR 600-700 crores revenue by 2030 with double-digit EBITDA (Page 13).
📈 Profitability & Margins
Rank 3- →**Revenue Growth**: Expecting sustainable minimum 15% CAGR over the long term driven by hospital and pharma business with existing infrastructure supporting 40-50% upsides.
- →**EBITDA**: Improvement anticipated from ongoing strategic measures such as doctor recruitment, specialty expansions, capex investments (robotics, oncology bunkers), and government scheme rate revisions.
- →**Profitability**: Significant improvement seen with standalone PAT margin at 23.3% in Q4 FY’26; recurring benefit from lower tax rate (25% vs earlier 35%).
- →**International Business**: Recovering from U.S.-Iran conflict impact, with growth in African and CIS markets; MedTech business showing positive EBITDA and working towards double-digit margins.
- →**Capex**: Heavy investment (~INR160 crores in FY’26), with limited capex planned for FY’27 supporting growth without significant cash outflow.
- →**EPS & PAT**: PAT substantially improved in FY’26 (INR34.7 crores vs INR1.9 crores in FY’25), expecting continued profitability gains.
🏗️ Capital Expenditure Plans
Yes💰 Fundraising & Capital Structure
No information- →There is no indication of any significant new fundraising through debt in the near term.
- →Borrowings in recent years were mainly due to two acquisitions (in the U.S. and Gurugram).
- →The company expects debt-to-equity ratio to remain healthy and improve over time.
- →The MedTech business has reached breakeven internationally, reducing urgency for more borrowings.
- →Recent quarters saw an equity infusion of approx. INR 60 crores into international hospital increasing equity share from ~87% to 91%.
- →Future capex spending is anticipated to be lower than FY'26 (INR 160 crores), suggesting limited need for immediate large fundraising.
- →Overall, focus is on improving cash flows and profitability rather than raising new funds.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Continue your research
What Shalby's management said in earlier quarters
Others in Healthcare Services this season
- Apollo Hospitals Enterprise Ltd (Q4 FY26)
30% growth currently driven by top 5 markets; expansion planned into new markets. Key concall takeaways from Apollo Hospitals Enterprise Ltd's Q4 FY26 earnings…
- Health X Platform (Q4 FY26)
Northeast operations growing 50%+ year-on-year and Northern India 25–30%, with plans for 5–7% market share in 2-3 years (Page 10). Key concall takeaways from…
- Park Medi World (Q4 FY26)
Total planned capex for the next two years is around INR 500 crores. Key concall takeaways from Park Medi World's Q4 FY26 earnings call — and how it ranks…
- Vimta Labs (Q4 FY26)
. Key concall takeaways from Vimta Labs Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
Frequently Asked Questions
What were Shalby Ltd Q4 FY26 results?
Long-term sustainable growth expected at a minimum 15% CAGR in hospital and pharma business with existing infrastructure supporting 40%-50% upside (Page 13). Revenue Growth**: Expecting sustainable minimum 15% CAGR over the long term driven by hospital and pharma business with existing infrastructure supporting 40-50% upsides.
What is Shalby Ltd share price analysis?
Shalby Ltd currently shows a below-average growth signal. The stock trades at a P/E of 42.0 with a market cap of ₹1,652 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shalby Ltd planning capital expenditure?
FY’26 capex was approximately INR 160 crores, focused largely on LINAC bunkers in Surat and Krishna units, oncology/radiation, robotics, PET CT, and related technological advancements.
Keep Shalby Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.