Notes from management interaction
09.03.2023 CNBC
• Consistently gaining market share in launched products
• Caplin Steriles will cross 200 cr. in FY23 and can potentially reach 300 cr. in FY24
• Prices have bottomed out for several products in US, seeing pricing increase in some products
• EBITDA margin in US (ex of R&D) is already approaching parent level EBITDA margins
• Have not been audited by FDA since 2019
Disclosure: Invested (position size here, bought shares in last-30 days)