Zota Health Care LImited — PPTs, 26-11-2024: Investor Presentation

**Financial Highlights:**

Zota Health Care Ltd. reported a total revenue of ₹61,019.7 lakhs for FY24, representing substantial growth driven by increased demand across various segments. The company achieved an EBITDA of ₹871.0 lakhs, reflecting an EBITDA margin of 4.8%. Davaindia's expansion accelerated, reaching 1,165 operational stores as of October 2024.

**Strategic Initiatives and Growth Drivers:**

Davaindia's business model emphasizes affordable generic medications, positioning it favorably against traditional pharmacies. With a strategic focus on chronic therapies and a diverse portfolio approaching 2,000 SKUs, the company aims to tap into India's growing healthcare expenditure. Initiatives include launching 133 new stores in Q2 FY25 to fortify network presence.

**Business Developments:**

The acquisition of a 56% stake in Everyday Herbal Group enhances Zota’s product portfolio, especially in the over-the-counter segment. This positions the company for robust growth in high-margin areas.

**Market Position and Competitive Advantage:**

Zota Health Care stands as a market leader with a 63% revenue contribution from Davaindia, underpinned by a direct-to-consumer approach that eliminates intermediaries, yielding price savings of 30%-90% compared to branded counterparts.

**Investor Implications:**

The growth trajectory signals a positive outlook for Zota Health Care. Increased footfall, rising average spend per visit, and strategic expansions present compelling long-term viability for investors, especially given the anticipated demand in the generic medicine market.