Shaftesbury Capital PLC (SHC) Earnings Call Transcripts

Shaftesbury Capital PLC's Latest Earnings Call - Q1 FY2026

Sotera Health Company reported a strong start to fiscal year 2026 with Q1 revenue increasing by 10% to $280 million, or 6.5% on a constant currency basis, compared to Q1 2025. Adjusted EBITDA grew by 10.5% to $135 million, with margins expanding over 20 basis points. The company reaffirmed its full-year 2026 guidance, expecting total revenue to range between $1.23 billion and $1.25 billion, and adjusted EBITDA to range from $632 million to $641 million. The reaffirmation of guidance and strong Q1 results could positively influence the stock.

Reported metrics

Guidance from management

Sotera Health reaffirmed its 2026 guidance, expecting total revenue between $1.23 billion and $1.25 billion, and adjusted EBITDA between $632 million and $641 million, representing 5% to 6.5% constant currency growth.

What management said

Yes. Thanks, Tom. That's something that we're focused on as an organization. As we look at our cross-business unit activity and our strategic selling activity, we're focused on key segments. In the quarter, Sterigenics put up 1.6% volume and mix growth. And then remember, we also had an impact from weather. So we're happy. The first quarter beginning of the quarter started off slow with the weather, which we kind of ...

Yes. We saw a nice quarter out of Sterigenics. We'd like to see it a little bit better, but obviously, we can't control the weather. Last year, we had a significant second quarter, as we've talked about in the past. So we'll see a good quarter here in the second quarter, consistent with the guide that we've just provided you. We're expecting similar growth to the first quarter in constant currency. And Med Device had...

What analysts pressed on

Analysts expressed concerns about the impact of weather on Sterigenics volumes and sought clarity on capacity utilization and the potential effects of regulatory changes on ethylene oxide emissions. There were also questions about the sustainability of pricing and margin improvements.

Main topics on the call

• Revenue Growth — Revenue increased by 10% to $280 million, or 6.5% on a constant currency basis. Sterigenics delivered 6.1% constant currency revenue growth, while Nordion achieved 25.8% growth.
• Adjusted EBITDA Growth — Adjusted EBITDA grew 10.5% to $135 million, with a 6.9% increase on a constant currency basis. Margins expanded by over 20 basis points.
• Legal Developments — The Georgia State Court dismissed the remaining 5 bellwether cases related to personal injury claims, which management believes underscores the lack of reliable scientific support for remaining claims.
• Leadership Transition — Michael Petras announced his transition to Executive Chair, with Alton Shader appointed as the new CEO effective May 26, 2026.

Read the full Shaftesbury Capital PLC transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 62 Shaftesbury Capital PLC earnings call transcripts on record, spanning February 26, 2020 to July 29, 2026. Based on this history, Shaftesbury Capital PLC reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SHC

Exchange

LSE

Country

GB

Sector

Real Estate

Industry

Diversified REITs

Calls on record

62

First call

February 26, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly