Shalby Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shalby's Q1 FY26 consolidated revenue hit a record ₹303 Cr, up 5.1% YoY, with EBITDA at ₹48.5 Cr (16% margin) and PAT at ₹7.7 Cr. Hospital ARPOB improved, though occupancy dipped to 45% due to doctor transitions and geopolitical impact on Delhi's Sanar hospital. Shalby MedTech (implants) saw revenue jump 74% YoY to ₹30.8 Cr, with standalone EBITDA turning positive at ₹1.2 Cr. The company aims for 20-25% implant margins in 4-5 years via global expansion and cost cuts. Management anticipates 12-15% top-line growth for FY26, driven by higher-margin focus and strategic talent onboarding.