Caplin Point Laboratories

Caplin Point delivered a strong FY26 with revenue doubling over five years to ₹2,300 croreCurrent reported value: ₹2,300 crore. No comparable prior figure is available in the source record. and liquid assets tripling to ₹2,726 croreCurrent reported value: ₹2,726 crore. No comparable prior figure is available in the source record.. PAT grew 20%Current reported value: 20%. No comparable prior figure is available in the source record. ahead of revenue growth of 13%Current reported value: 13%. No comparable prior figure is available in the source record., reflecting operating leverage. The US subsidiary (CSL) posted EBITDA margins of 30%Current 30%. Reported change: +200bps YoY. for FY26, with own-label revenue nearing ₹100 croreCurrent ₹100 crore. Reported change: +100% YoY (first full year). in its first full year. Management guided for 25-30% growth in CSL next year and aims to double own-label sales to ~₹200 crore. Key drivers include 17 injectable lines coming online over 2-3 years, expansion in Latin America (Chile, Mexico), and a strong pipeline of 60Current 60. Reported change: +25 YoY (10 approvals + 15 acquisitions). ANDAs. Risks include execution delays in capacity expansion and potential margin pressure from input cost inflation, though management believes its anti-fragile inventory model mitigates disruptions.