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Earnings Call

Anondita Medicare Earnings Call: Key Takeaways

Anondita Medicare reported strong FY26 results with revenue growing 78% YoY to ₹137.42cr and PAT rising 107% to ₹34.30cr. Strategy focuses on high-margin female condoms and international market expansion.

Why this was an Alfa AlertFuture growth guidance >50%: Management explicitly guides to reach ₹1,000cr revenue within 2 years from a base of ₹137cr.
Highlights
Revenue growth78.48% YoY growth in FY26 revenue.
MarginsEBITDA margin 37.5%; expansion driven by in-house lamination and packaging.
Order book₹137cr intact; 25% of South African 1B piece tender expected.
Demand visibilityStrong; South Africa 1B piece annual tender; global female condom shortage.
Management confidenceHigh; citing niche product status and patented in-house machinery.

Growth

FY26 revenue ₹137.42cr (+78.48% YoY). H2FY26 revenue ₹83.32cr (+82.77% YoY). Net profit ₹34.30cr (+107% YoY).

Outlook

Guidance to reach ₹1,000cr revenue within 2 years. Capacity expansion to 806M male condoms and 240M female condoms.

Risks

Government payment realization cycles (120+ days); raw material (latex) price volatility during monsoon seasons.

Source

Earnings Call filed with NSE, NSE: ANONDITA. Summary written with AI assistance from the document.

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Anondita Medicare Limited: key numbers

Share price
₹1,150.25
Market cap
₹2,191 Cr
Revenue (annual)
₹137.4 Cr
Net profit (annual)
₹33.45 Cr
P/E (TTM)
65.5×Sector 43.4×
Promoter holding
62.40%
FII holding
3.40%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Anondita Medicare Annual General Meeting

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