Zota Health Care Limited has informed the Exchange about Transcript of Earnings Conference Call on financial results for the fourth quarter and year ended March 31, 2026.
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Zota Health Care reported FY26 consolidated revenue of INR 538.65 crores, up 83.86% YoY, driven primarily by Davaindia retail expansion contributing 77% of revenue. The company added 997 new stores taking total network to 2,579 stores. Gross margin expanded significantly to 60.28%, up 714 bps, with COCO store margins at 70%+. The company achieved positive EBITDA of INR 2,597 lakhs (4.82% margin), a turnaround from losses in FY25. Same-store growth remained robust at 24% for mature stores (2-5 year vintage). Management guided for FY27 store additions of 500-700 stores while focusing on improving store-level profitability over the next 1-2 quarters with moderated expansion pace in Q2-Q3. The long-term target remains 5,000+ Davaindia stores by FY29.
The company demonstrated strong execution with near-doubling of revenue and margin expansion, turning EBITDA positive. The shift to focus on profitability over aggressive expansion signals improving unit economics. The disclosed multi-year store targets and confident SSG outlook of 25-30% even without new additions are positive for long-term investors.