India’s condom manufacturing industry, one of the largest in the world, is facing a serious operational and economic challenge as geopolitical tensions in the Middle East ripple through global supply chains. The sector, which produces billions of units annually and plays a vital role in public health and family planning, is now grappling with shortages of essential raw materials and sharply rising production costs.

At the center of the disruption is the ongoing conflict involving Iran and its strategic response to military actions by the United States and Israel. In retaliation, Iran has imposed restrictions on maritime traffic through the Strait of Hormuz, a crucial global shipping corridor. This development has significantly impacted the movement of petrochemical products, including silicone oil and ammonia, both of which are essential inputs in the production of condoms.

India’s condom industry operates on a high-volume, low-margin model, producing more than six billion units each year. According to recent data, the sector is valued at approximately 860 million dollars and contributes a substantial share to global supply. In 2024 alone, India produced about 6.4 billion condoms, accounting for nearly 17 percent of total worldwide output. This scale of production makes the industry highly sensitive to fluctuations in input costs and supply availability.

Silicone oil is used in condom manufacturing primarily as a lubricant and to enhance the durability and usability of the final product. Ammonia, on the other hand, plays a critical role in stabilizing raw........

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