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Shalby Ltd

Q4 FY26Healthcare Services

Shalby Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹153
Market cap₹1.7K Cr
P/E42.0
Updated23 Aug 2026
Read4 min read

What the Q4 FY26 call signalled

1 of 3 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned

The short version

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.

Revenue & Sales Performance

Moderate growth
  • 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).

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Profitability & Margins

See what Shalby Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • 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.
  • Recent investments include heavy spend on oncology infrastructure (onco bunkers), robotics, radiation bunkers, and super specialty doctors recruitment.
  • Future capex in FY’27 is expected to be lower as heavy investment was done in FY’26.
  • Expansion plans include selective hospital bed additions meeting quality standards, and entering new MedTech markets such as Myanmar and Vietnam pending product approvals.
  • Focus on scaling MedTech business globally with continued innovation, regulatory groundwork, and manufacturing capacity.

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Top-ranked in Healthcare Services

Ranked on what management guided this quarter

Guidance-ranked
1Health X Platform
Rev 1Mar 1
2Chandan Healthca
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 2
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

The transcript of Shalby Limited's Q4 FY’26 earnings call does not explicitly mention the current or expected order book or pending orders. However, key insights related to business growth and demand include: - Continued exploration of profitable expansion opportunities both in hospitals and MedTech across markets like Myanmar, Vietnam, Vietnam, Malaysia, Nepal, Iraq, Argentina, and LatAm regions. - Positive momentum in international business despite geopolitical challenges (e.g., U.S.-Iran conflict), with growing patient inflows from CIS countries and Africa. - Strong confidence in growth driven by new product approvals and expansion in knee and hip implant categories. - Focus on strengthening surgeon networks and clinical partnerships to drive long-term demand.

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Shalby Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹287 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Shalby's management said in earlier quarters

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    Invicta Diagnostic Limited is deploying IPO funds (INR 21 crores raised) primarily towards: . Key concall takeaways from Invicta Diagnos.'s Q4 FY26 earnings…

  • KMC Speciality (Q4 FY26)

    Q4 FY’26 Revenue from Operations: INR 82.3 Cr, up 35.0% YoY from INR 60.9 Cr in Q4 FY’25 (Page 20) . Key concall takeaways from KMC Speciality Hospitals…

  • Star Imaging (Q4 FY26)

    Capex planned for FY27 is around INR 20 to 25 crores, mainly towards new centres and equipment. Key concall takeaways from Star Imaging's Q4 FY26 earnings call…

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🔎 Who's planning the most growth?

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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.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.