Zota Health Care LImited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Zota Healthcare's Q1FY26 results: Revenue up 84% YoY to INR 103.58 Cr, with DavaIndia's 111% growth driving 73% of sales. EBITDA turned positive at INR 4.83 Cr (4.7% margin). DavaIndia network hit 1,745 stores, adding 163 this quarter. GMV jumped 88% to INR 87.78 Cr. Suniel Shetty joined as brand ambassador. New B2C app launched PAN India. Mature stores show strong EBITDA margins (30% for 36+ months). Company expects strong profitability in 12-18 months as 600-700 stores mature. Management is confident in growth, meeting India's need for affordable healthcare.