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Generic drug maker exporting formulations directly through its own distribution network in Latin America and Africa.
Generic drug maker exporting formulations directly through its own distribution network in Latin America and Africa.
Sells through its own distribution companies across Latin America, so it keeps the distributor margin, supplying pharmacies and hospitals directly. In recent years the US sterile-injectable business, built through its Caplin Steriles unit, has become a second leg.
In one line: A niche emerging-markets generics exporter with owned distribution.
Moat: narrow (distribution, regulatory licence). Owned last-mile distribution in Latin America is unusual and hard for rivals to replicate quickly.
Headquarters: Chennai, India · Founded: 1990 · Employees: 5,455
Size Caplin Point Laboratories (CAPLIPOINT.NS) is an India Health Care company (Pharmaceuticals: Major) with a market value of $1.92B, the 380th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹2,382 on 6 Nov 2026.
Performance Over six months the shares gained 27.6%, against -8.7% for the median peer and 0.0% for the India market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 15.0% over the last twelve months (peer median +9.4%); the operating margin is 31.4% (peer median 12.3%).
Valuation It trades at 24.6× forward earnings against a peer median of 20.4× (6th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 29% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.8 points above its cost of capital (14.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹22.9B | ₹21.7B | ₹19.2B | ₹16.8B | ₹14.5B |
| Revenue growth | — | +13% | +15% | +15% | — |
| Gross profit | ₹10.9B | ₹9.49B | ₹8.22B | ₹6.82B | ₹5.58B |
| EBITDA | ₹7.97B | ₹7.58B | ₹6.41B | ₹5.41B | ₹4.34B |
| Net income | ₹6.65B | ₹6.41B | ₹5.36B | ₹4.57B | ₹3.76B |
| Free cash flow | n/a | ₹3.25B | ₹2.92B | ₹2.16B | ₹1.04B |
| Capital expenditure | n/a | ₹2.48B | ₹1.92B | ₹1.46B | ₹1.93B |
| Total debt | n/a | ₹46.1M | ₹50.2M | ₹19.7M | ₹54.8M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Caplin Point Laboratories CAPLIPOINT.NS | $1.92B | +28% | +15% | 31% | 24.6× | 29.3% |
| NATCO Pharma NATCOPHARM.NS | $1.68B | -30% | -21% | 25% | 18.8× | 15.3% |
| Strides Pharma Science STAR.NS | $973M | -13% | +11% | 14% | 15.5× | 18.1% |
| Marksans Pharma MARKSANS.NS | $1.45B | +50% | +24% | 20% | 24.2× | 31.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CAPLIPOINT.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.1% | -0.1% | 5th lowest of 21 |
| 6-month return | +27.6% | -8.7% | 5th highest of 21 |
| Distance from 52-week high | -20.3% | -27.8% | 8th highest of 21 |
| Revenue growth (TTM) | +15.0% | +9.4% | 7th highest of 21 |
| Operating margin | 31.4% | 12.3% | 3rd highest of 21 |
| Forward P/E | 24.6× | 20.4× | 6th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 29.3% | 9.1% | 3rd most demanding of 18 |
| Growth delivered (Del g) | +15.7% | +7.4% | 5th highest of 18 |
| Hurdle (Req g minus delivered) | +13.6 pp | -0.2 pp | 6th most demanding of 18 |
| ROIC minus cost of capital | +0.8 pp | -0.4 pp | 10th highest of 21 |
| EV / EBITDA | 22.7× | 14.7× | 3rd most expensive of 9 |
| Net debt / EBITDA | -1.3× | -0.1× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Caplin Point Laboratories CAPLIPOINT.NS | India | $1.92B | +28% | +15% | 31% | 24.6× | 29.3% | +15.7% |
| Alivus Life Sciences ALIVUS.NS | India | $1.92B | +32% | +8% | 31% | 24.4× | 20.4% | +6.2% |
| Shenyang Xingqi Pharmaceutical 300573.SZ | China | $1.91B | -25% | +17% | 33% | 13.7× | 6.0% | +29.1% |
| Harmony Biosciences HRMY | United States | $1.93B | +7% | +20% | 22% | 8.6× | -10.9% | +40.3% |
| Maze Therapeutics MAZE | United States | $1.90B | +29% | +700% | -728% | n/a | n/a | n/a |
| OneSource Specialty Pharma ONESOURCE.NS | India | $1.94B | -12% | +11% | 6% | 45.0× | n/a | n/a |
| Shenzhen Hepalink Pharmaceutical 9989.HK | Hong Kong | $1.89B | -18% | -1% | 8% | 8.3× | 0.4% | -0.2% |
| Tibet Rhodiola Pharmaceutical 600211.SS | China | $1.95B | 0% | +13% | 27% | 13.0× | -0.5% | +16.7% |
| Sarepta Therapeutics SRPT | United States | $1.88B | -11% | -20% | -3% | n/a | 11.9% | +32.4% |
| Shilpa Medicare SHILPAMED.NS | India | $1.95B | +113% | +28% | 21% | 62.1× | n/a | n/a |
| Pfizer PFIZER.NS | India | $1.87B | -19% | +12% | 34% | 21.5× | 11.2% | +2.4% |
| Sino Biological 301047.SZ | China | $1.98B | +50% | +20% | 17% | 63.8× | 36.8% | -15.1% |
| ApicHope Pharmaceutical 300723.SZ | China | $1.99B | -28% | -28% | -50% | 25.7× | 14.0% | -11.0% |
| China National Accord Medicines 000028.SZ | China | $1.85B | -4% | 0% | 2% | 11.1× | -9.4% | +4.2% |
| Guobang Pharma 605507.SS | China | $1.84B | -8% | +3% | 12% | 15.9× | -5.8% | +7.4% |
| United Laboratories International 3933.HK | Hong Kong | $2.00B | -19% | -13% | 5% | 14.5× | 3.7% | +7.8% |
| BrightGene Bio-Medical Technology 688166.SS | China | $2.00B | -51% | +14% | 7% | 87.6× | 38.5% | +9.2% |
| Anhui Anke Biotechnology (Group) 300009.SZ | China | $2.01B | -9% | -9% | 30% | 19.3× | 9.1% | +9.3% |
| Alembic Pharmaceuticals APLLTD.NS | India | $2.01B | +24% | +20% | 12% | 24.4× | 25.0% | +6.5% |
| Grand Pharmaceutical 0512.HK | Hong Kong | $2.01B | -27% | +7% | 13% | 9.8× | 1.2% | +14.1% |
| Qingdao Baheal Medical 301015.SZ | China | $2.02B | +4% | -6% | 8% | 23.5× | 11.9% | +5.0% |