ALFA Finder
The call ran from 4:31 PM to 5:36 PM IST (1 h 5 min).
Key takeaways
Revenue grew 18.3% with strong H1 margins, but Q2 margins softened q/q on freight, milestone timing and line upgrades. Management is confident but deflects US margin questions to a long-term horizon.
| Revenue growth | Revenue up 18.3% YoY, split across US and LatAm. |
|---|---|
| Margins | EBITDA 38.7% in H1; Q2 softer q/q, management calls it timing. |
| Demand visibility | CSU daily sales doubled to $61k; LatAm growth softer per analyst. |
| Management confidence | Confident but defensive on US margin and cash deployment questions. |
Growth
Revenue up 18.3% YoY across US and LatAm. Q2 margins fell q/q as B2B milestone income declines.
Outlook
US revenue guided 20-25% growth in FY27 despite line downtime. C OL2 completion by August 2027. CRO beds to 120 by FY-end.
Risks
FDA classification for Gumuri facility pending. Freight-driven cost rise, US line downtime, and C OL2 completion slip risk.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Caplin Point Laboratories Q2 FY27 Results: Net Profit ₹182.3 Cr, Up 13.8% YoY
Caplin Point Laboratories Ltd reported revenue from operations of ₹629.8 Cr (+17.9% YoY) and net profit of ₹182.3 Cr (+13.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹182.3 Cr · +13.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Expanding to 17 sterile lines within 3 years. Targeted contribution margins at 55%+, currently overachieving at 59.8%.
Growth they described
Overall revenue grew 20%, driven by 18% growth in conventional markets and 26% in US markets. PBT grew 22.1%.
Call details
| Company | Caplin Point Laboratories Ltd |
|---|---|
| NSE symbol | CAPLIPOINT |
| ISIN | INE475E01026 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 12 November 2026 |
| Time | 4:30 PM IST |
| Length | 1 h 5 min |
| Audio | Our stream on YouTube ↗ |
Caplin Point Laboratories Ltd: key numbers
- Share price
- ₹2,388.70
- Market cap
- ₹18,157 Cr
- Revenue (annual)
- ₹2,187 Cr
- Net profit (annual)
- ₹641.2 Cr
- P/E (TTM)
- 26.4×Sector 43.7×
- Promoter holding
- 70.57%+0.00% QoQ
- FII holding
- 5.72%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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