ZOTANSEZota Health Care LImitedMediumNeutral
Announced Sat, 23 May · 18:50 IST

Zota Health Care LImited has informed the Exchange about Investor Presentation

Promoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ZOTA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.7%1-day move
₹1190.00
prior close
₹1190.00
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AI summary

Zota Health Care Limited submitted its FY26 investor presentation reporting consolidated revenue of ₹53,866 lakhs (84% YoY growth), with Davaindia retail pharmacy contributing ₹41,741 lakhs (73% of revenue). The company expanded to 2,579 Davaindia stores (1,656 COCO + 923 FOFO) across 23 states, adding 997 stores in FY26—the highest single-year addition in pharma retail. EBITDA turned positive at ₹2,598 lakhs (4.8% margin) compared to -₹366 lakhs in FY25. Q4FY26 showed sequential improvement with EBITDA at ₹1,191 lakhs (7.3% margin). Management indicated it will moderate expansion pace for two quarters to focus on profitability and operating efficiency. Long-term target is 5,000+ stores by FY29. Recently completed QIP raising ₹350 Cr and acquired 100% stake in Curexis.

Likely market impact

Strong revenue growth and EBITDA turnaround signal improving unit economics. The moderation in store expansion suggests management is prioritizing profitability over rapid scaling, which could improve margins in FY27. Recent capital raise strengthens balance sheet for sustained growth.