Else Nutrition Secures Five-Year Renewal of Israel's Largest Health Fund Tender for Baby Feeding Solutions
Rhea-AI Summary
Else Nutrition (OTC: BABYD) announced it was re-awarded a five-year tender by Israel's largest Health Fund to supply sterile and non-sterile baby bottles and disposable nipples to hospitals and maternity wards nationwide, securing continued institutional supply through 2030. The renewal covers institutional distribution and represents approximately 7% of Else's 2024 revenue, removing a potential revenue risk from its Israeli business unit. Production is handled by established third-party manufacturers in Europe and Asia and shipments use independent logistics providers. The company framed the renewal as confirmation of its hospital-grade quality and reliability.
Positive
- Five-year contract renewal through 2030
- Contract equals ~7% of 2024 revenue, reducing revenue risk
- Continued nationwide hospital supply in Israel
Negative
- Reliance on third-party manufacturers in Europe and Asia for production
- Contract concentration: ~7% of 2024 revenue tied to one national health fund
News Market Reaction – BABYD
On the day this news was published, BABYD gained 17.22%, reflecting a significant positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
No peer stocks or sector momentum data were provided, indicating the move in BABYD appears stock-specific rather than part of a broader sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Investor conference | Positive | +8.6% | CEO presentation and 1x1 investor meetings at virtual summit. |
| Dec 02 | Contract renewal | Positive | +17.2% | Five-year renewal of major Israeli Health Fund baby feeding tender. |
| Nov 24 | Convertible financing | Negative | -16.6% | Convertible security funding and warrants for up to US$1,280,000. |
Recent news events, whether positive commercial wins or dilutive financing, have all seen price reactions aligned with the news tone.
Over recent weeks, Else Nutrition announced a convertible funding agreement for up to US$1,280,000, which coincided with a -16.65% move, consistent with dilution concerns. The current tender renewal secures a contract representing about 7% of 2024 revenue, and historically, commercial wins have aligned with positive price reactions, as seen with a 17.22% move on this same renewal headline. Participation in an investor conference on Dec 9, 2025 also aligned with a positive 8.57% reaction, underscoring sensitivity to visibility and funding news.
Market Pulse Summary
The stock surged +17.2% in the session following this news. A strong positive reaction aligns with the contract’s importance, as the renewed tender represents about 7% of 2024 revenue and removes a stated revenue risk from the Israeli unit. Past news flow showed aligned reactions: commercial wins and visibility events drew positive moves, while funding with convertibles saw declines. Investors could have focused on contract visibility versus prior dilution, though continuation of earlier financing overhangs might have limited how far enthusiasm extended.
AI-generated analysis. Not financial advice.
Winning Five-Year Health Tender Reinforces Else's Leadership in Hospital-Grade Infant Feeding Accessories
The tender renewal eliminates potential revenue risk from Else's Israeli business unit and secures a contract representing approximately
"This renewal underscores the trust placed in Else's quality, reliability, and standards of care," said Hamutal Yitzhak, Co-Founder and CEO of Else Nutrition. "We are proud to continue serving Israeli hospitals and families at the earliest and most critical moments of life."
Else's baby feeding accessories are produced through established third-party manufacturing partners in
About Else Nutrition Holdings Inc.
Else Nutrition Holdings Inc. (TSX: BABY) (OTCQX: BABYF) (FSE: 0YL) is a food and nutrition company in the international expansion stage focused on developing innovative, clean, and plant-based food and nutrition products for infants, toddlers, children, and adults. Its revolutionary, plant-based, non-soy formula is a clean-ingredient alternative to dairy-based formulas. Since launching its Plant-Based Complete Nutrition for Toddlers, made of whole foods, almonds, buckwheat, and tapioca, the brand has received thousands of powerful testimonials and reviews from parents, gained national retailer support, and achieved rapid sales growth.
Awards and Recognition:
- "2017 Best Health and Diet Solutions" award at
Milan's Global Food Innovation Summit - #1 Best Seller on Amazon in the Fall of 2020 in the New Baby & Toddler Formula Category
- "Best Dairy Alternative" Award 2021 at World Plant-Based Expo
- Nexty Award Finalist at Expo West 2022 in the Plant-Based lifestyle category
- During September 2022, Else Super Cereal reached the #1 Best Seller in Baby Cereal across all brands on Amazon
- In May 2024 Else Nutrition's Ready-to-Drink Kids Vanilla Shake Named Among the Best in Family-Friendly Products by the Prestigious Mom's Choice Awards®
TSX
Neither the TSX nor its regulation services provider (as that term is defined in the policies of the TSX) accept responsibility for the adequacy or accuracy of this release.
Caution Regarding Forward-Looking Statements
This press release contains statements that may constitute "forward-looking statements" within the meaning of applicable securities legislation. Forward-looking statements are typically identified by words such as "will" or similar expressions. Forward-looking statements in this press release include statements with respect to the anticipated dates for filing the company's financial disclosure documents. Such forward-looking statements reflect current estimates, beliefs, and assumptions, which are based on management's perception of current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. No assurance can be given that the foregoing will prove to be correct. Forward-looking statements made in this press release assume, among others, the expectation that there will be no interruptions or supply chain failures as a result of COVID-19 and that the manufacturing, broker, and supply logistic agreement with the company does not terminate. Actual results may differ from the estimates, beliefs, and assumptions expressed or implied in the forward-looking statements. Readers are cautioned not to place undue reliance on any forward-looking statements, which reflect management's expectations only as of the date of this press release. The company disclaims any obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
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SOURCE Else Nutrition Holdings Inc.
FAQ
What did Else Nutrition (BABYD) announce on December 2, 2025?
How material is the Israel health fund contract to Else Nutrition (BABYD)?
How long will Else Nutrition supply hospitals under the renewed tender?
Where are Else Nutrition's baby feeding accessories manufactured for the Israel contract?
What categories of products does the Else Nutrition tender cover (BABYD)?
