ALFA Finder| Revenue growth | 20% YoY overall; US subsidiary revenue up 3x to INR 43.7cr. |
|---|---|
| Margins | Gross margin 59.8%; EBITDA margin increased from 37.7% to 38.4%. |
| Order book | Lack of capacity to fulfill current orders; expanding to new factories. |
| Demand visibility | Strong; currently booked out until February 2027. |
| Management confidence | High; described as a 'Jonathan Livingston Seagull' aiming for great heights. |
Growth
Overall revenue grew 20%, driven by 18% growth in conventional markets and 26% in US markets. PBT grew 22.1%.
Outlook
Expanding to 17 sterile lines within 3 years. Targeted contribution margins at 55%+, currently overachieving at 59.8%.
Risks
Potential supply chain disruptions from geopolitical tensions and raw material price volatility due to oil fluctuations.
Earnings Call Transcript filed with BSE, NSE: CAPLIPOINT. Summary written with AI assistance from the document.
Caplin Point Laboratories Ltd: key numbers
- Share price
- ₹2,557.80
- Market cap
- ₹19,442 Cr
- Revenue (annual)
- ₹2,187 Cr
- Net profit (annual)
- ₹641.2 Cr
- P/E (TTM)
- 29.2×Sector 43.8×
- 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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