| Revenue growth | 83% revenue contribution from Davaindia; 10% from domestic marketing. |
|---|---|
| Margins | Mature COCO stores reaching 25-30% EBITDA margins. |
| Demand visibility | Strong footfall growth to 44.2 lakhs in COCO stores. |
| Management confidence | High; appointing Suniel Shetty and M.S. Dhoni as brand ambassadors. |
Growth
Davaindia COCO stores achieved a 118% YoY GMV growth, reaching ₹11,569 lakhs in Q1FY27.
Outlook
Targeting accelerated COCO store rollouts with 350-500 sq. ft. efficient formats and ₹350 Cr QIP infusion.
Risks
High reliance on Davaindia retail segment; competition in generic medicine pricing.
Last quarter's promises, checked
Delivered
- Guided 200+ stores in Q1FY27 → delivered 246 stores (= BEAT)
- Guided 500-700 store additions for FY27 → on track with Q1 additions (= BEAT)
- Guided 25-30% SSG growth → delivered 25-30% EBITDA margins in mature stores (= BEAT)
Investor Presentation filed with NSE, NSE: ZOTA. Summary written with AI assistance from the document.
Zota Healthcare Ltd: key numbers
- Share price
- ₹1,336.60
- Market cap
- ₹4,629 Cr
- Revenue (annual)
- ₹538.7 Cr
- Net profit (annual)
- ₹-73.94 Cr
- P/E (TTM)
- -44.9×Sector 50.4×
- Promoter holding
- 49.38%+0.00% QoQ
- FII holding
- 7.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Zota Healthcare Ltd
All →Zota Healthcare Annual General Meeting
Zota Health Care responded to a proxy advisory firm's negative recommendations on upcoming AGM resolutions, defending proposed director remuneration and related party transactions with its subsidiary.
Zota Healthcare Management Change
Zota Health Care Limited announced the cessation of Mrs. Varshabahen Gaurang Mehta as an Independent Director effective September 09, 2026, upon the completion of her tenure.
Zota Healthcare Management Change
Zota Health Care Limited appointed Mr. Mahaveer Dhariwal as a Non-Executive Independent Director, effective September 3, 2026. The board approved this leadership appointment.
Zota Healthcare Annual General Meeting
Zota Health Care has fixed September 21, 2026, as the record date for its upcoming Annual General Meeting and final dividend payment.
Zota Healthcare Board Meeting Outcome
Zota Health Care Limited's board approved the Notice of the 26th AGM and set the record date for the final dividend. They also appointed a new Independent Director.
Zota Healthcare Earnings Call Transcript: Key Takeaways
Zota reported 67.6% YoY revenue growth in Q1 FY27, driven by Davaindia network expansion. Management expects EBITDA positivity to resume from Q2 and cash breakeven by Q1 FY28.