Vasa Denticity Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vasa Denticity's H1 FY26 earnings call detailed deliberate investments impacting short-term growth and EBITDA margins. Management emphasized building a stronger foundation for 5-10x scale, focusing on warehouse expansion, 20,000 SKUs inventory, tech upgrades, and new products. Slower growth is a necessary phase for long-term dominance, not due to weak demand. Inventory days are expected to stabilize at 120-150, aiming below 100 days. The IDS Denmed acquisition awaits NSE approval, enhancing offline presence. The company is boosting ARPU via a membership program and improving return policies. Long-term revenue targets for FY27 (₹500-600 Cr) and FY29 (₹800-1,200 Cr) remain directional aspirations. Management expressed confidence, prioritizing long-term value over short-term metrics.