JomY

[Wegro App @wegro_app]

Lippi Systems announced an increase in authorized share capital from ₹10 Cr to ₹15 Cr. The Board approved the issuance of 65,00,000 warrants convertible into equity shares on a preferential basis at ₹56.84 per warrant, aggregating ₹36.95 Cr. This is linked to a Share Purchase Agreement where promoters are selling 50.97% equity to a new group, triggering an Open Offer. The company also fixed May 15, 2026, as the relevant date for warrant issuance.

📊 LIPPI SYSTEMS LTD | 🏷️ Amendments to Memorandum & Articles of Association

🌐 Details: https://t.co/iZwvvoSRg9

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[JomY @JomiM]

@VargheseEzhuthu I am sending dm from the past 1 month...then it seems...messages are not getting delivered at ur end...here its showing as sent...if possible can u pls dm me...

[JomY @JomiM]

@samisosa1234 @Brookfi45866113 Which brand?

[JomY @JomiM]

@DrBhavin6 @nileshkurhade How u evaluate spml results

[STR @sachprat07]

#ANONDITA #SME #AnonditaMedicare

Anondita Medicare Limited H2 FY26 Concall Highlights

👉 FY27 & Future Outlook:

▫️Aggressive scaling in female condoms (latex & non-latex) is the primary growth driver.
💠Trial production on patented in-house fabricated machines is complete; capacity to ramp from current 5 million pieces to 120 million latex + 120 million non-latex in FY27.
💠Priority being ~60–70% revenue growth by FY27

💠Even at 25% order capture (limited global competition — mainly FC2 and Cupid), this segment alone is projected to deliver ~₹330 Cr revenue and ~₹150 Cr profit in FY27
💠Backed by high in-house margins from backward-integrated packaging, foil lamination, and raw material processing.

▫️Male condom capacity expanded to 806 million pieces annually (from 562 million).
💠Initial utilisation of new capacity expected at ~75%, driving overall revenue to ₹250–500 Cr range in FY27.

💠Longer-term target: ₹1,000 Cr within 2–3 years, supported by international certifications and own-brand expansion.

▫️Domestic business (GoI Nirodh single-rate contract + Cobra brand) expected to grow 5–10%.
💠Major incremental revenue from exports, especially South Africa (target 250 million pieces in FY27 under 5-year, 1 billion pieces/annum tender).

💠Margins expected to expand further due to in-house machine fabrication, eco-friendly non-electric heating, raw material optimisation, and higher own-brand/export mix; targeting ~30% EBITDA.

👉 Current Order Book / Projects and Future Pipeline:

▫️GoI/Nirodh business: Single-rate contract secured; company remains sole/L1 supplier.
💠Previous year’s order book base (~₹137 Cr) intact with 5–10% uplift expected.

▫️Cobra brand: Launched in 8+ states (Rajasthan, Maharashtra, Karnataka, UP, Assam, Bihar, Jharkhand, West Bengal, Odisha etc.) with 4,569+ retailers, 195 distributors, and field force.
💠Further state-wise penetration underway.

▫️South Africa: Certification achieved; 5-year government approval secured.
💠Purchase orders expected shortly for meaningful FY27 volumes.

▫️ Registrations secured in 15 countries. Initial orders received from Kenya, Uzbekistan, Africa, and Brazil on Cobra brand. MDSAP certification opens Brazil, South Africa, Canada, US, and Australia.

▫️Female condom breakthrough: Claims to be World’s first company to register both latex and non-latex female condoms in Brazil (uploaded on government portal).
💠Clinical trials successful; product registered in India.

▫️UN/WHO certification: Application advanced; early hearing secured in Geneva (16–17 June 2026).
💠UN inspection anticipated by July 2026, expected to unlock large global tenders.

▫️Capex & capacity projects: D2/D3 expansion completed in FY26; additional machines under WIP will add male + female capacity during FY27.
💠All machines fabricated in-house for faster, lower-cost rollout.

👉 Other Notable Points:

▫️FY26 performance (Consolidated): H2 FY26 PAT margin expanded to 25.54% (+256 bps YoY).
💠Condoms contributed ~₹118 Cr; balance from gloves and other sexual wellness products.

▫️Working capital & cash flow:
💠Q4 seasonality and government receivables (120+ days) impacted operating cash flow.
💠Management expects significant improvement via higher exports (advances/LCs), better margins, and government incentives.

💠Focus on shifting incremental capacity to exports for faster realisation and higher margins.

▫️Capex & expenses:
💠Significant capacity addition in FY26 (PPE + CWIP).
💠Depreciation impact limited as major additions came towards year-end.
💠Other expenses rose due to new facilities (rent), certifications, IPO costs, advertising, and travel — largely strategic/one-time in nature.

▫️Product & brand strategy:
💠Own-brand (Cobra) mix ~58% in FY26 with superior margins vs. government business (~42%).
💠New variants (spiral, non-latex male, flavoured/textured) and improved packaging planned to strengthen market position.
💠All products ISO 4074/WHO compliant.

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

In this video we will discuss how a new investor should start his investing journey. We will discuss how you can apply your learning practically and build a base in this stock market.

#Learning vs #Tips

#Selfconviction vs #Dependency

#stockmarketinvesting #leaning #selfconviction

https://t.co/sHVEod1DXp via @YouTube

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

Not all companies available below 10 PE are good investments.

Sometimes power banks sold by roadside vendors are also cheap but everybody knows how they perform.

So if something is really cheap think twice before buying.

[JomY @JomiM]

@DrBhavin6 @srir54 🤣🤣🤣

[JomY @JomiM]

@SureshKBN Sir...are u tracking anondita medicare.... today is the result date

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

In this video we will discuss whether you should diversify or play concentrated while investing. Also we will discuss what happens when you invest in overvalued companies and once you are stucked in such companies how it becomes really tough to get out of it.

#stockmarketinvesting #longterminvesting #diversified #investing #microcaps

https://t.co/4AsP3HOQtS via @YouTube

[JomY @JomiM]

@VargheseEzhuthu I m holding...pls check dm sir

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

In this video I have discussed potential sectors of the next bull market once the geopolitical factors normalise.

Kindly like, subscribe and press the 🔔 icon. Also kindly retweet for the benefit of the investing community.

https://t.co/sofXm1lX0U via @YouTube

[JomY @JomiM]

@DeependraS79157 @VargheseEzhuthu Today zero volume

[JomY @JomiM]

@srir54 Also are you tracking anondita?

[JomY @JomiM]

@srir54 Any block deal today? Stock moved LC to UC

[JomY @JomiM]

@Ryustacey How u evaluate entering anondita at this late stage...unable to grab at lower levels... but promoter purchase at four digits giving me some confidence ... looks like interesting days are ahead for the co

[Aditya Aggarwal @equitybyaadi]

Radhe Radhe 🙏

How to play stocks in cyclical sector. Which sector is looking good?

https://t.co/MzjpGzcblx via @YouTube

[JomY @JomiM]

@TheAlpha10X Are u tracking spml....whats ur opinion about this stock n its valuation

[JomY @JomiM]

@srir54 At what level do u expect a revival if it goes to esm2 from tomorrow