ZOTANSEZota Health Care LImitedMediumNeutral
Announced Fri, 8 Aug · 19:25 IST

Zota Health Care LImited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor 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

Awaiting price reaction for this filing.

AI summary

Zota Health Care filed its Q1FY26 investor presentation showing consolidated revenue of ₹10,358 lakhs, up 84% YoY from ₹5,630 lakhs, driven by rapid store expansion and rising generic medicine demand. Davaindia, the company's retail pharmacy chain, grew to 1,745 active stores (986 COCO + 759 FOFO) with 163 new additions in the quarter, and quarterly footfall more than doubled to 35.35 lakhs. GMV rose 88% YoY to ₹8,778 lakhs, with same-store sales growth of 34.5% YoY. EBITDA swung positive to ₹483.4 lakhs (4.7% margin) from a loss of ₹124 lakhs (-2.2%) in Q1FY25, and gross margin improved to 56.4% from 53.2%. The company appointed actor Suniel Shetty as brand ambassador and highlighted COCO store rent rationalization from ₹82,000 to ₹32,000 per month.

Likely market impact

Strong revenue growth, expanding store network, and the swing to positive EBITDA signal improving business economics, which should support investor confidence. However, the company is still posting a net loss of ₹1,378 lakhs in the quarter with high depreciation, so profitability remains a work in progress for shareholders.