Stockrabit · Analysts
Questions across 6 calls

Aditya Pal

MSA Capital Partners

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Sep25.pdf · 2025-11-06
Thank you so much for the opportunity. First of all, I want to congratulate Mr. Vivek and also would like to extend my congratulations to Mr. Ashok for becoming Vice Chairperson in the company. Going to the question part. So my main doubts were mainly around Caplin One Labs. So now that our injectable facility is also online in oncology, how should one read the asset turns and increase in revenue, say, over the next two years from that facility? And also, when you're answering, if you can also touch upon how are we in terms of the regulatory time lines getting this facility audited?
No, I completely understand, and I also understand the broader business. My question was more to do with the oncology facility, because if I see, the oncology facility has come online, we are already doing OSD doses and now our injectables have also come online. We are targeting both the existing markets as well as regulated markets. We have a very good g loss block over there, close to around INR 96 crores with around.
Caplin Point Laboratories Limited CC-Mar25.pdf · 2025-05-15
Thank you so much for the opportunity. Sir, just wanted to quickly understand hopping on the point that other participants were asking. So , growth has fallen at least in the ex -U.S. market. We have fallen from what we were doing 16%, 17% to sub 13%. When do you think , because we have also launched a Caplin One Platform where we are supplying oncology products and there are new capacities that are coming to cater to these markets , when do you see revenues from these geographies picking up?
No, sir, this is pretty clear. And the other question is for Vivek. So, when we are seeing a couple of quarters back that our aim is to achieve $100 million run rate in our Caplin Steriles platform, do we still think that is achievable or is it now , say, postponed by 15 to 18 months because of different strategies that are deploying there or different market pressures that you are facing on the ground?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Nov25.pdf · 2025-10-30
Congratulations for great set of numbers. Sir, I'm a bit new to the company, just started company recently. Wanted to have a quick understanding on our 3 segments that is Spec Chem, HPP and the CDMO segment. CDMO segment is entirely contractual. If I were to understand what would be the percentage of contractual revenue of HPP and Spec Chem? Contractual revenue is what?
No, that's quite alright because I was not getting the percentage. So I read your previous con calls, I was not getting the percentage of revenues. So that's why I asked this question.

Gland Pharma Limited

Gland Pharma Limited CC-Mar25.pdf · 2025-05-20
Just wanted to quickly understand the thought process on Cenexi. So , what I can understand is Cenexi is largely a generic CDMO business. But I do not understand why the employee benefit expenses are 60%, 65% of revenue and have we over-invested in people where now that we scale up from here, the margin will flow to directly the bottom-line? So that is question one from my side.
Sir, a couple of questions, both are interlinked with each other. In your presentation, you said that we are planning to spend close to 60 odd million euros over the next three years in Cenexi. So one is that when will we achieve a double -digit EBITDA margin in this business, that is Cene xi and what will be the ROCE of this business? Because if we are investing 60 million euros over the next three years, and the base business can do a 25%-26% ROCE comfortably, and if you are not able to achieve that, it does not make sense to judiciously use the cash flows in investing for a land-based business. So that is the thought process that I want to understand from the management.