Vasa Denticity Ltd
Vasa Denticity Q2 FY26: Revenue ₹50 Cr
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting ₹500–600 crore revenue by FY27, broadly on track with directional targets. The company targets revenue of ₹500–600 crore by FY27 and ₹800–1,200 crore by FY29, viewing these as directional aspirations rather than firm guidance.
From Vasa Denticity Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting ₹500–600 crore revenue by FY27, broadly on track with directional targets.
- Aspirational revenue range of ₹800–1,200 crore by FY29, though dependent on execution factors.
- Growth levers include increasing active customers (e.g., from 60,000 to 100,000 monthly) and increasing wallet share per customer (e.g., from 15% to 40%).
- Emphasis on deepening market penetration and wallet share rather than just short-term growth.
- Smileworks lab is on a path to break-even with potential to exceed ₹50 crore revenue in the long term, though timeline is uncertain.
- Delivery timeline improvements (targeting same-day in Tier I cities and average below 48 hours nationwide) aimed to support revenue growth.
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Profitability & Margins
See what Vasa Denticity Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No major capex plans have been decided for FY27 as of now.
- If any changes occur regarding capex, the company will communicate them appropriately.
- Significant fixed-cost investments have already been made in warehousing during H1, enabling operating leverage going forward.
- Tech investments have largely been completed with a revamped app and website; future upgrades will be continuous but not capital-intensive.
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Top-ranked in Healthcare Equipment & Supplies
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders.
- Focus is on improving delivery timelines, expanding product coverage, and strengthening service quality to convert more demand into revenue.
- Current delivery time averages around 4 days; the company aspires to reduce this below 48 hours across Tier I cities.
- The firm prioritizes having enough inventory to avoid stockouts, even if it leads to temporarily higher inventory days (currently expected to stabilize at 120–150 days).
- Investments in warehouses and inventory imply readiness to handle growing order volumes.
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Vasa Denticity Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹72 Cr, net profit ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Vasa Denticity Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Vasa Denticity Ltd Q2 FY26 results?
Targeting ₹500–600 crore revenue by FY27, broadly on track with directional targets. The company targets revenue of ₹500–600 crore by FY27 and ₹800–1,200 crore by FY29, viewing these as directional aspirations rather than firm guidance.
What is Vasa Denticity Ltd share price analysis?
Vasa Denticity Ltd currently shows a neutral. The stock trades at a P/E of 62.4 with a market cap of ₹673 Cr. Investors should review the full earnings analysis for detailed insights.
Is Vasa Denticity Ltd planning capital expenditure?
No major capex plans have been decided for FY27 as of now.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.