Q1 2027 Zota Health Care Ltd Earnings Call Transcript

Aug 14, 2026 / 06:00 AM GMT

Release Date Price: ₹1131.3 (-8.86%)

Transcript

Key Points

Positve

Revenue from operations grew 67.6% YoY to INR 17,360 lakhs in Q1 FY27, driven by network expansion and existing store growth.
Gross margin improved to 61.96%, reflecting a strong business model and favorable product mix.
Retail network expanded to 2,825 stores with 264 new Dawa India stores added, serving nearly 60 lakh customer footfalls.
Customer engagement metrics improved, with quarterly footfalls increasing to ~60 lakh from ~35 lakh in the prior year.
Management expects to achieve EBITDA breakeven at the company level by Q4 FY27 or Q1 FY28, with mature stores showing strong store-level EBITDA margins.

Negative

Employee expenses increased significantly due to store expansion, with costs aligned to store additions.
Other expenses rose to 33% of revenue (from 21% in Q1 FY26) due to higher marketing and brand-building costs, including brand ambassadors.
Marketing expenses are expected to remain elevated at INR 40-45 crores for FY27, pressuring near-term profitability.
Gross margin dropped by 1.5% sequentially due to raw material cost impacts and MRP adjustments, with recovery expected only in 1-2 quarters.
The company is moderating store expansion in Q2 FY27 to focus on productivity, indicating potential slower growth in the near term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ZOTA.NS - Zota Health Care Ltd
Q1 2027 Zota Health Care Ltd Earnings Call
Aug 14, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Zoota Healthcare Limited Q1 FY27 Earnings Conference Call hosted by EY Investor Relations.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone.

I now hand the conference over to Mr. Ajit Mishra from EY Investor Relations.

Thank you and over to you sir. Please proceed.

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Unidentified_2 [2]
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