Which ASX All Ords stock is jumping on record quarter?

This stock reported record sales during the past three months.

| More on:

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Orthocell Ltd (ASX: OCC) shares are starting the month on a positive note.

In morning trade, the ASX All Ords stock is up 7% to $1.26.

Man drawing an upward line on a bar graph symbolising a rising share price.

Image source: Getty Images

Why is this ASX All Ords stock jumping?

The catalyst for today's gain has been the release of a sales update from the regenerative medicine company.

According to the release, the ASX All Ords stock delivered record revenue of $2.73 million for the fourth quarter ended 30 June 2025. This represents a 22.8% on the previous record of $2.22 million in the March 2025 quarter.

Impressively, this revenue result was achieved prior to any contribution from its Remplir product in the United States. Sales in this key market are expected to ramp up during the first half of FY 2026, which management believes underscores its commercial momentum and growing penetration in existing markets of the flagship nerve repair product.

Remplir is a collagen wrap used in nerve repair surgery to assist surgeons to improve outcomes in the repair and regeneration of damaged nerves.

What was the driver of this strong result?

The driver of its record result was strong demand for Remplir in Australia. Management believes this reflects continued traction with surgeons due to "the superior, consistent and predictable outcomes surgeons can achieve using Orthocell's products."

It highlights that Remplir is now being used by over 200 surgeons across over 165 hospitals and continues to consistently grow.

This number could increase significantly in the next 12 months. With US FDA approval and a network of 14 specialist nerve distributors in the US market, management is very optimistic on its prospects. It notes that it "anticipates that US sales will gather pace in the coming months as more surgeons and healthcare professionals gain familiarity with Remplir."

The ASX All Ords stock's CEO and managing director, Paul Anderson, was rightfully pleased with the quarter. He said:

Achieving a record of $2.73 million in revenue for the June quarter reflects the continued strong market response to our market leading products Striate and Remplir. This outstanding result is driven by growing demand from surgeons in our existing markets and lays a solid foundation for our US expansion which we expect to ramp up in the first half of FY26.

We're seeing our commercialisation strategy in Australia starting to bear fruit and we are confident this will be replicated on a much larger scale in the US. With our highly experienced US distributors appointed and our first surgical use completed after achieving FDA clearance, we are well-positioned to accelerate growth in the US$1.6 billion nerve repair market over the coming months.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Orthocell. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Healthcare Shares

Young girl shows hearing aid while smiling.
Healthcare Shares

3 reasons to buy Cochlear shares in June

After a brutal sell-off, the stock may be gearing up for a recovery.

Read more »

patient with doctor, medical company, medical insurance
Cheap Shares

CSL shares trade at just 12 times forecast earnings. Here's why they could be the buy of the decade

The ASX 200 healthcare giant is down more than 60% since August 2025.

Read more »

Falling pills in a blue background.
Healthcare Shares

Sigma Healthcare shares are surging. What does Macquarie say they're worth?

A possible deal has fallen over, which investors appear to like.

Read more »

Middle age caucasian man smiling confident drinking coffee at home.
Healthcare Shares

CSL shares: bargain or value trap?

Let's see if now is a good time to buy this biotech giant's shares.

Read more »

Three businesswomen collaborate around a table.
Healthcare Shares

Sigma Healthcare withdraws from Boots sale process

The ASX 200 healthcare company cited strategic and capital investment objectives.

Read more »

Young businesswoman sitting in kitchen and working on laptop.
Healthcare Shares

Up 15% in a week, is it too late to buy rebounding CSL shares?

CSL shares trade on roughly 13 times forecast FY26 earnings and offer a good dividend yield.

Read more »

A woman leans forward with her hand behind her ear, as if trying to hear information.
Broker Notes

Down 60%, are Cochlear shares now a bargain buy?

A leading analyst provides his outlook for Cochlear’s beaten-down shares.

Read more »

Young woman thinking with laptop open.
Healthcare Shares

Why are Sigma Healthcare shares in the spotlight this week?

Is the latest sell-off overdone?

Read more »