ZH

Zota Health Care Ltd

Q1 FY27Pharmaceuticals & Biotechnology

Zota Health Care Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price1,077
Market cap₹3.8K Cr
Updated26 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueRank 2
MarginRank 3
CapexYes

Not discussed on this call: fundraise, order book.

The short version

EBITDA margin for FY27 is expected to be higher than FY26 on a full-year basis. EBITDA margin for FY27 is expected to be higher than FY26 on a full-year basis.

From Zota Health Care Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Rank 2
  • EBITDA margin for FY27 is expected to be higher than FY26 on a full-year basis.
  • Aggressive store expansion planned from Q3 and Q4 FY27, with around 650 store additions targeted for the full year.
  • Mature stores (850+ stores) contribute significantly to profitability, offsetting new store expansion impact.
  • Stores typically reach maturity within 12-18 months, with mature stores generating INR4.13 lakh+ GMV/month.
  • Same-store sales growth (SSG) remains strong, with some cohorts showing 30%+ annualized growth.
  • The company expects to become fully cash positive by end of Q4 FY27 or Q1 FY28.
  • Marketing initiatives and brand-building expected to drive demand and penetration, supporting revenue growth.
  • Significant headroom in market penetration as India has ~18-19 lakh pharmacies, while Davaindia has ~2,800 stores currently.
  • Expect meaningful improvement in overall profitability and higher EBITDA margins than FY26 levels going forward.

Profitability & Margins

See what Zota Health Care Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Zota Health Care Limited made strategic investments in SKIA and UGO Generics, investing INR 2 crores each; both are in early stages with pilot rollouts beginning and expected progress from next quarter onward.
  • The company acquired Globotask IT Consultancy to strengthen internal IT capabilities, enhance data security, reduce reliance on external IT vendors, and achieve cost benefits long-term.
  • No explicit mention of immediate large-scale capital expenditure or capex plans; however, store expansion continues with planned addition of 600-650 stores in the current financial year, indicating ongoing investment in retail footprint and operations.
  • Emphasis on brand building and marketing investments, including brand ambassadors, suggests continued strategic capital allocation toward marketing rather than heavy physical asset investments.

Top-ranked in Pharmaceuticals & Biotechnology

Ranked on what management guided this quarter

5x potential
1Accretion Pha.
Rev 1Mar 2
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Zota Health Care Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript from Zota Health Care Limited's earnings call does not explicitly mention details about the company's current or expected order book or pending orders. The discussion focuses primarily on store performance, expansion plans, profitability, marketing expenses, and industry penetration. No specific information about order book size or pending orders is disclosed in the transcript.

Zota Health Care Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹163 Cr, net loss ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Zota Health Care Ltd Q1 FY27 results?

EBITDA margin for FY27 is expected to be higher than FY26 on a full-year basis. EBITDA margin for FY27 is expected to be higher than FY26 on a full-year basis.

What is Zota Health Care Ltd share price analysis?

Zota Health Care Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of N/A with a market cap of ₹3,766 Cr. Investors should review the full earnings analysis for detailed insights.

Is Zota Health Care Ltd planning capital expenditure?

Zota Health Care Limited made strategic investments in SKIA and UGO Generics, investing INR 2 crores each; both are in early stages with pilot rollouts beginning and expected progress from next quarter onward.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.