Sastasundar Ventures Limited — Investor Meet, 19-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SastaSundar Ventures has announced a board meeting to consider the financial results for the quarter and half-year.

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SastaSundar reported FY'25 revenue of INR1,085 Cr, led by RetailerShakti’s strong growth to INR941 Cr (almost doubling from INR489 Cr in FY'24) and early-stage SastaSundar B2C revenue of INR144 Cr post Flipkart exit. EBITDA was negative due to transition costs and fixed expenses; management expects RetailerShakti to be EBITDA positive by FY'26 Q4 and a blended 4-5% margin by FY'30, driven by scaled B2B and B2C platform efficiencies.

The company continues investing (~INR50 Cr annually) in technology, AI-driven health tools, and warehouse capabilities, targeting personalized healthcare via integrated diagnostics, medicine, and Quick Health initiatives for urgent care. Working capital days improved significantly from 35 to 23, with receivables at 7 days, reflecting operational efficiencies expected to sustain.

Management emphasizes scalable, capital-efficient expansion with a focus on quality generic medicines through the JITO channel and digital health education via podcasts. The Healthbuddy network is being rebuilt, with around 400 active partners expected by year-end. The outlook is positive but patient, given the company’s start-up phase and execution risks in a regulated, evolving digital pharmacy landscape.