Analysts/Institutional Investor Meet/Con. Call Updates

Zota Health Care reported strong Q1 FY27 revenue of ₹173.60 Cr (up 67.6% YoY) and gross profit of ₹107.56 Cr (61.96% margin). The company added 264 Davaindia stores, taking the total to 2,825, and recorded a GMV of ~₹164.02 Cr.

Management noted temporary gross margin pressure due to input costs but expects normalization and a return to EBITDA positivity next quarter.

Cash breakeven is targeted by Q4 FY27/Q1 FY28. FY27 marketing spend is projected at ₹40-45 Cr, focusing on brand building with ambassadors.

The company remains confident in sustainable growth and expanding affordable healthcare access.