Vasa Denticity Earnings Call Transcript: Key Takeaways
Revenue up 19.4% to ₹87.1 Cr; EBITDA ₹7.24 Cr, margin 8.31% vs 8.01%. Margin gain driven by opex cut; gross margin fell ~6 pts amid stock rebuild.
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Revenue up 19.4% to ₹87.1 Cr; EBITDA ₹7.24 Cr, margin 8.31% vs 8.01%. Margin gain driven by opex cut; gross margin fell ~6 pts amid stock rebuild.
Q2 FY27 revenue ₹87.10 Cr (+19.4% YoY), PAT ₹5.20 Cr (+8.8%), Op. EBITDA ₹7.24 Cr (+23.9%, 8.3% margin). Margin recovery driven by lower operating costs, not gross margin.
Management reports a repair quarter, successfully addressing inventory shortages in high-margin in-house brands to restore profitability.
Vasa Denticity (Dentalkart) reported a 'repair quarter' focusing on in-house brands and operational automation to improve gross margins and cost-to-serve for Q1 FY27.
Vasa Denticity (Dentalkart) Q1 FY27 consolidated revenue grew 37.4% YoY to ₹83.14 Cr with PAT rising 49.8% to ₹4.12 Cr. Strategy focuses on margin recovery via in-house brands and scaling digital dentistry.
Vasa Denticity delivered strong revenue growth but faced a severe margin collapse due to operational mismanagement and inventory stockouts.
Vasa Denticity reported FY26 total income of ₹283 crore with core growth of 33%. Management is shifting focus from aggressive expansion to core business optimization after missing guidance and facing margin compression.
Vasa Denticity (Dentalkart) FY26 Revenue grew 11.8% to ₹278.87 Cr, while EBITDA fell 37.9% to ₹15.43 Cr due to inventory stockouts and currency depreciation.