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Anondita Medicare Ltd

Q4 FY26Personal Products

Anondita Medicare Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Anondita Medicare Ltd Q4 FY26 key numbers

Revenue
Anticipates doubling revenue to INR 1,000 crores within the next 2 years.

As stated in Anondita Medicare Ltd's Q4 FY26 earnings call transcript · published 26 Sept 2026. Reported figures, not investment advice.

Price₹1,150
Market cap₹2.1K Cr
P/E62.1

The short version

Company expects major revenue growth driven by increased capacities and international market expansion. Revenue is expected to reach INR1,000 crores within the next 2 years, implying around 100% year-on-year growth.

From Anondita Medicare Ltd's Q4 FY26 earnings-call transcript · updated 26 Sept 2026.

Revenue & Sales Performance

Strong growth
  • Company expects major revenue growth driven by increased capacities and international market expansion.
  • Total manufacturing capacity increased from 562 million to 806 million condoms annually, with initial utilization expected around 75%.
  • Anticipates doubling revenue to INR 1,000 crores within the next 2 years.
  • Expects 25% capacity addition to contribute INR 325 crores turnover in the coming year.
  • Focus on export markets including South Africa (1 billion pieces tender over 5 years), Brazil, and others, to drive volume growth.
  • Plans to launch innovative products (spiral condoms, non-latex male condoms, female condoms) to capture market share.
  • Government business expected to grow moderately (~5-10%), but primary focus on own brand "Cobra" and exports with higher margins.

2 more points from Anondita Medicare Ltd's call on revenue

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Profitability & Margins

See what Anondita Medicare Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • The company undertook significant capex in FY 2026, adding to property, plant, and equipment, with CWIP also increased.
  • Total capex done last year was approximately INR 62 crores; out of that, INR 24 crores was already spent, expanding capacity to 307 million units.
  • Additional capacity under WIP is expected to increase capacity by 250 million units, aiming for a turnover of around INR 325 crores from this expansion.
  • The capex was completed by end of December, so depreciation expense impact in FY 2026 was limited to one quarter.
  • The company has patented in-house manufacturing machines, which facilitate faster and lower-cost capacity expansion compared to competitors.

2 more points from Anondita Medicare Ltd's call on capex

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Top-ranked in Personal Products

Ranked on what management guided this quarter

Guidance-ranked
1Recode Studios
Rev 1Mar 3
2Emami
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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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 Anondita Medicare Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Order book rising
  • Current unexecuted order book stands at approximately INR137 crores, which remains intact from the previous year.
  • The company has secured a single rate contract as the sole L1 supplier to the Government of India National AIDS Control Society, ensuring continuous government orders.
  • Registered in South Africa for the next five years with a requirement of 1 billion pieces annually; expects to execute about 25% of that order this year, leading to significant revenue jump.
  • Order pipeline includes international orders from countries like Kenya, Uzbekistan, Brazil, and South Africa under their own brand "Cobra."

2 more points from Anondita Medicare Ltd's call on order book

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What the Q4 FY26 call signalled

4 of 4 strong

RevenueStrong growth
MarginMargins up
CapexCapex planned
Order bookOrder book rising

What Anondita Medicare's management said in earlier quarters

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Frequently Asked Questions

What were Anondita Medicare Ltd Q4 FY26 results?

Company expects major revenue growth driven by increased capacities and international market expansion. Revenue is expected to reach INR1,000 crores within the next 2 years, implying around 100% year-on-year growth.

What is Anondita Medicare Ltd share price analysis?

Anondita Medicare Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 62.1 with a market cap of ₹2,077 Cr. Investors should review the full earnings analysis for detailed insights.

Is Anondita Medicare Ltd planning capital expenditure?

The company undertook significant capex in FY 2026, adding to property, plant, and equipment, with CWIP also increased.

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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.