CAPLIPOINT / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Caplin Point Laboratories · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

10

Answered directly

50%

Numeric claims

0

Consistency

Question ledger

What was answered, and how?

CA Gervid Goyel · Serene Alpha

evasive

Why is the oncology facility delayed again from Q1 FY27 to Q3 FY27?

Delay yes it happened but in the current context what is important actually is not the delay is not totally denied actually it's not a denied opportunity today it is fully completed...

CA Gervid Goyel · Serene Alpha

partial

Why is top-line growth slowing despite doubling fixed assets?

We've been very consistent with our messaging that the next 18 to 24 months is going to be a gestation and consolidation phase for us... our US business which is gaining much more traction is showing growth of almost 25 30% also.

CA Gervid Goyel · Serene Alpha

partial

Is there further scope for margin improvement?

I think we're at a path of 27 28%. I'm not sure if there are too many peers within this range... once we start firing on these newer initiatives there is a potential for that to go up as well.

Ahmed Madha · Unifi Capital

partial

What was paid for oncology ANDAs, timelines, and market share potential?

Some of this information is of confidential nature. So I won't be able to go into too much details... any acquisition of an ANDA that we do is always equal to or lower than the cost of actually filing that and itself.

Ahmed Madha · Unifi Capital

direct

How far from meaningful topline in Mexico and Chile?

When it comes to again Mexico and Chile, I would still put the same timelines. At about 18 to 24 months is when we can start to see it firing on all cylinders.

Ahmed Madha · Unifi Capital

partial

Why are operating costs stable despite new plants and topline growth?

Couple of years back when we were in the same meeting we were asked for this lower turnover and in return cost he has built the infrastructure they built the as the employees have all been recruited for the enhanced capacity...

Sinja Mittal · MS Capital

direct

What is the EBITDA for Caplin Steriles?

For the quarter end December 2025 the bida for CSL consolidated is 31.09 crores.

CA Gervid Goyel · Serene Alpha

direct

Any material update on inorganic acquisitions?

Nothing nothing to report at this point. So if there is something material definitely we will update as and when necessary but nothing is at very late stages or anything like that at this point.

Richa · Equity Masters

partial

How much of the Rs 1000 crore capex has been spent and expected asset turns?

What we have capitalized thus far is about 153 crores and 121 crores is in WAP. This is adding up to about 280 290 cr and what we have further advanced about 88.54 crores. About 100 crores 385 crores is already spent. The rest is to be spent in the next over the next 12 to 18 months.

Richa · Equity Masters

direct

What is the expected tax rate going forward?

Tax place we have been telling that about we have some revenues and we are at about 20 21%age. We expect that to be around that in the coming years as well.

Ketan · Individual Investor

evasive

Can you provide Chile market revenues for 9 months?

Chile market what is happening there is as has been so told actually by Ve this is a market where I know it's all tender heavy like 75 to 80% is tender and 20% is private market...

Ketan · Individual Investor

partial

Will US margins inch up in the next few quarters?

Coming to business I would like to say something afterwards is it will actually bring the host... when we have 13 14 15 lines your expenses start to cap out after a bit and every additional revenue that you have will be a direct impact to the bottom line positively.