Vasa Denticity Limited — Investor Meet, 11-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vasa Denticity reported FY26 total income of ₹283 Cr, with core business up 33%. Q4 gross margins compressed to 23.7% due to own-brand stockouts and forex, deemed a "one-off" by management. Focus for FY27 is on core business, restoring product availability, and improving inventory. Management targets doubling top line every 3-4 years and mid-teen EBITDA within 3-4 years. The IDS Denmed acquisition was abandoned due to cultural differences. Future plans include exploring 20-25 smaller warehouses for faster 2-day delivery in tier-2 cities. Sentiment is forward-looking, emphasizing learning from past operational challenges and strong market opportunity.