Zota Health Care LImited — PPTs, 08-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 revenue surged 84% YoY to ₹103.58 Cr, with gross profit margin improving to 56.4%. EBITDA turned positive at ₹4.83 Cr. However, the quarter recorded a net loss of ₹13.78 Cr. Davaindia’s Gross Merchandise Value reached ₹87.78 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Davaindia's rapid expansion added 163 new stores in Q1 FY26, totaling 1,745 outlets. Their focus on private-label generics offers substantial consumer savings. The Everyday Herbal Group acquisition strengthens the OTC portfolio and backward integration.

**3. Business Developments:**

The Davaindia network now includes 986 COCO and 759 FOFO stores. A new B2C online portal and mobile app enhance delivery options. Supply chain is outsourced, and 80% repeat customers highlight strong loyalty.

**4. Market Position & Competitive Advantage:**

Zota Health Care aims for leadership as India’s largest private generic pharmacy chain. Its direct-to-consumer model cuts costs, ensuring affordability. Quality is maintained through certified manufacturing, with a 60% chronic category share indicating stable market presence.

**5. Investor Implications:**

Strong revenue and EBITDA growth reflect positive operational momentum from Davaindia's expansion. Persistent net losses suggest execution risk warrants monitoring. The affordable generics focus offers considerable growth potential in the Indian healthcare sector.