ZOTA: Zota Health Care Limited has informed the Exchange about Transcript of Earnings Conference Call on Q2FY26 Results.
ZOTA · price
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Awaiting price reaction for this filing.
Zota Health Care reported Q2 FY26 consolidated revenue of ₹128.95 crore, up 92% year-on-year, with gross profit rising 112% to ₹76.50 crore. The company turned EBITDA positive for the second consecutive quarter at ₹7.96 crore versus a ₹32 lakh loss last year, driven mainly by its Davaindia retail chain which contributed 74% of revenue. The store network has expanded to 2,055 outlets (1,207 COCO + 848 FOFO), and the company is on track to open 800 new COCO stores in FY26, with 355 already added. The Board has approved a ₹500 crore QIP fundraise to accelerate Davaindia expansion, while M.S. Dhoni has been onboarded as brand ambassador alongside Suniel Shetty. Management indicated margins will keep improving as more stores mature, with major operating leverage benefits expected from FY28.
Strong revenue growth, improving margins and aggressive store expansion are positive, but the ₹500 crore QIP signals potential equity dilution. Near-term profitability may stay under pressure due to rapid expansion costs, though long-term operating leverage looks promising as the store base matures.