ZOTA

What Zota Health Care promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 5 delivered 1 missed 8 open
  • COCO Store Additions delivered said Q4 FY25 Promised: 800 to 900 more COCO stores in FY26 Q1 FY27: Promise relates to FY26 and was achieved. No new updates.
  • Marketing Spend % of Sales missed said Q4 FY26 Promised: Marketing spend as a percentage of sales to remain broadly in a similar range going forward. Q1 FY27: Marketing spend was INR 15-17 cr in Q1 alone (vs INR 18 cr for all of FY26), causing other expenses as a % of sales to jump significantly from 21% to 33%. This contradicts the guidance of maintaining the ratio.
  • Gross Margins at risk said Q4 FY25 Promised: Expect our gross margins to improve steadily Q1 FY27: Gross margin compressed QoQ to 61.96% due to rising input costs. Management states this is a temporary issue and expects margins to revert and improve in 1-2 quarters.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Zota Health Care — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens