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My Thread on #CaplinPointLab

Sales Growth 3 years CAGR 40%,
Profit Growth 3 years CAGR 56% but

Stock price 3 years CAGR -14%!

Do you see value?

Because 10 Year Stock CAGR is 67%.

The company has grown from 15 Cr Mcap in 2010 to 3500 Cr today with negligible debt.
Always expanding through internal accruals. Negligible debt between 2011-15 and debt-free from 2015.

This is a well-known multi-bagger of last pharma bull run till 2015.

So let's focus on what has changed in the last 5 years when stock corrected to half from peak. (2)
Key transformations in last 5 years:

1. Entered regulated market in 2018 (US, UK, EU)
2. Shift from generic to branded generic (25% revenue currently)
3. Entered high margin injectable & Ophthalmic segment
4. 400 Cr Capex to serve US business through internal accruals (3)
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