NSEAnalysts/Institutional Investor Meet/Con. Call Updates20 Aug 2026 · 20 Aug 2026, 06:51 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Zota Health Care LImited · ZOTA

✦ AI Summary▲ PositiveResults

Zota Health Care Limited has informed the Exchange about the Transcript of Earnings Conference Call on financial results for the quarter ended June 30, 2026. The company has delivered robust growth across its operations, supported by a sustained expansion of the Davaindia Network and increasing consumer acceptance of affordable healthcare solutions. The company has added 264 new Davaindia stores, taking its total store strength to 2,825 stores across the country as of June 30, 2026. The company has also increased its investment in Davaindia Health Mart Limited through a right issue, further reinforcing its commitment towards scaling India's largest organized private-label pharmacy platform.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

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Full Announcement

Zota Health Care LImited has informed the Exchange about Transcript

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ZOTA_20082026185044_TranscriptEC20082026.pdf

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August 20, 2026 The Manager Listing Department, The National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai – 400051. Dear Sir/Madam, Trading Symbol: ZOTA Sub: Transcript of Earnings Conference Call on financial results for the quarter ended June 30, 2026 Ref.: Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 With reference to the captioned subject; we, Zota Health Care Limited (“the Company”), would like to inform you that the Transcript of Earnings Conference Call on financial results for the quarter ended June 30, 2026 hosted by the Company on August 14, 2026 to discuss Operational and Financial performance for the quarter ended June 30, 2026, is enclosed herewith. The same is available on the website of the Company and can be accessed at below mentioned link: https://www.zotahealthcare.com/wp-content/uploads/2026/08/Zota-Health-Care-Limited-Q1FY27- Earnings-Call-Transcript-.pdf This is for your information and record. Thanking you, Yours faithfully, For Zota Health Care Limited Ashvin Variya (Group Company Secretary & Compliance Officer) Place: Surat Encl.: a/a Registered Office: Zota House, 2/896, Hira Modi Street, Sagrampura, Surat-395002 Ph: +91 261 2331601 Email: info@zotahealthcare.com Web: www.zotahealthcare.com CIN: L24231GJ2000PLC038352 “Zota Health Care Limited Q1 FY’27 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. HIMANSHU ZOTA – FOUNDER AND WHOLE-TIME DIRECTOR, ZOTA HEALTH CARE LIMITED MR. MOXESH ZOTA – MANAGING DIRECTOR, ZOTA HEALTH CARE LIMITED DR. SUJIT PAUL – GROUP CHIEF EXECUTIVE OFFICER, ZOTA HEALTH CARE LIMITED Page 1 of 20 Zota Health Care Limited August 14, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Zota Health Care Limited Q1 FY27 Earnings Conference Call hosted by EY Investor Relations. As a reminder, all participant lines will be remain in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone telephone. I know had conference over ajit Mishra from EY Investor Relations. Thank you and over to you please proceed. Please note that this conference is being recorded. I will now hand the conference over to Mr. Ajit Mishra from EY Investor Relations for opening remarks. Thank you and over to you, sir. Ajit Mishra: Thank you to all the participants for joining Zota Health Care Limited Q1 FY27 Earnings Call. I am Ajit Mishra from EY Investor Relations. Before we proceed to the call, let me remind you that this discussion may contain forward-looking statements that may involve known or unknown risks, uncertainties, and other factors. It must be viewed in conjunction with our business risks that could cause future results, performance, or achievement to differ significantly from what is expressed or implied by such forward-looking statements. Please note that we have mailed the press release, presentations, results, and the same are available on the exchange and company website. In case if you have not received the same, you can write to us and we will be happy to send the same over to you. To take us through Q1 FY’27 results, business performance, and address your questions today, we have the top Management of Zota Health Care Limited represented by Himanshu Zota - Founder and Whole-Time Director, Moxesh Zota - Managing Director, and Dr. Sujit Paul - Group CEO. We will start the call with an opening remark on the brief overview of the performance for the quarter gone past, followed by question-and-answer session. With that said, I will now hand over the call to Moxesh Zota. Over to you sir. Thank you. Moxesh Zota: Thank you, Ajit and hello everyone. Thank you for joining us today. We appreciate your time and continued interest in the company. I hope you all had opportunity to review our Q1 FY’27 Financial Results, Press Release Update and detailed Investor Presentation which was uploaded yesterday. We are pleased to begin FY’27 on a strong note continuing the momentum built over the last two years. During the 1st Quarter we delivered robust growth across our operations, supported by a sustained expansion of the Davaindia Network and increasing consumer acceptance of affordable healthcare solutions. One of the key highlights of the quarter was the continued expansion of the retail footprint. During Q1 FY’27, we added 264 new Davaindia stores, taking our total store strength to 2,825 stores across the country as of June 30, 2026. While serving nearly 60 lakh customer footfalls during the quarter. Page 2 of 20 Zota Health Care Limited August 14, 2026 Importantly, this expansion is in line with the strategic milestone and the growth objective we had outlined, reflecting our ability to consistently execute on our commitments. This growth reflects the increasing relevance of our value proposition and our commitment to improving access of quality and affordable medicine nationwide. Beyond expanding our retail footprint, we continue to strengthen our underlying healthcare ecosystem that will support the company's next phase of growth During the quarter, we increased our investment in Davaindia Health Mart Limited through right issue, further reinforcing our commitment towards scaling India's largest organized private-label pharmacy platform. In parallel, we continue to support the growth of emerging healthcare and wellness platforms through investment in subsidiaries like KMHP Ventures Limited and Curexis Ventures Private Limited. These investments are aligned with our broader vision of creating a diversified healthcare ecosystem beyond traditional pharmacy retail. Through these initiatives such as UGO Generic and SKIA, we are building additional consumer touchpoints that can complete our existing retail network and create new long-term growth opportunities. While these businesses are currently in the initial rollout phase, we believe they can significantly expand our addressable market over time. While we remain excited about significant opportunities ahead, our approach continues to be focused on sustainable and disciplined growth. As previously communicated, we intend to moderate the pace of store expansion during Q2 FY’27 and focus on improving productivity, monitoring operation trends across recently added stores, and strengthening the store’s execution. This approach will ensure that growth remains healthy and scalable over the long term. We remain confident in the strength of our business model, the scale of opportunity in affordable generic healthcare, and our ability to create long-term value for our stakeholders. With that, I will now hand over the call to Mr. Himanshu, who will take you through financial and operational performance in greater detail. Thank you. Over to you Himanshu. Himanshu Zota: Thank you Moxesh. Now, let me talk through the key financial and operational highlights of Q1 FY’27: We started the year with a strong business momentum and delivered healthy growth across our core operations. During the quarter, revenue from operations grew to 67.6% Y-O-Y basis to INR 17,360 lakhs, driven primarily by expansion of the Davaindia network and growth in existing stores. Our gross profit stood at INR 10,756 lakhs, while gross margin improved to 61.96%, reflecting the strengths of our business model and product mix. From an operational perspective, the Davaindia network expanded to 2,825 stores, comprising 1,855 COCO stores and 970 FOFO stores. Page 3 of 20 Zota Health Care Limited August 14, 2026 During the quarter, we added 264 stores, including 201 COCO stores and 63 FOFO stores, while closing two COCO stores and 16 FOFO stores as a part of our regular business optimization process. So, we added a net 246 stores in this quarter. Customer engagement metrics also continued to improve quarterly footfall, increased to [Showing first 8,000 characters — download PDF for full document]