Caplin Point Bets Big on US Injectables With 10 ANDA Acquisition

SYNOPSIS: Caplin Point has acquired 10 approved ANDAs targeting a $473.2 million market, strengthening its US injectables and ophthalmic portfolio while paving the way for oncology launches and global expansion.

During Thursday’s trading session, shares of a fully integrated pharmaceutical company with a leading market position in Latin America surged nearly 7 percent on BSE, after it announced the acquisition of 10 approved ANDAs for injectable and ophthalmic products targeting a $473.2 million addressable market.

With a market cap of Rs. 13,712 crores, shares of Caplin Point Laboratories Limited hit an intraday high at Rs. 1,870 on BSE, up by around 2 percent, as against its previous closing price of Rs. 1,841.2. The stock has delivered negative returns of around 28 percent in one year, and has fallen by over 5 percent in the last one month.

According to the latest disclosures filed with the stock exchanges, Caplin Point Laboratories Limited, through its subsidiary Caplin Steriles Limited and Caplin One Labs Limited, has acquired 10 approved ANDAs (Abbreviated New Drug Application) for Injectable and Opthalmic products from a leading multinational generic product manufacturing company. The acquired portfolio addresses a market opportunity of $473.2 million over the 12-month period ended August 2025.

Commenting on the development, Chairman C. C. Paarthipan said the US market remains a key growth driver for the company and that the acquisition significantly accelerates its expansion strategy by strengthening its product portfolio in the region. He added that the portfolio includes select oncology injectables, which will be transferred to and commercialised from the company’s new dedicated oncology facility in Kakkalur. Over time, Caplin Point also plans to roll out these products in other regulated markets, including Mexico, Canada, the European Union, and Brazil.

Caplin Point Labs reported a marginal growth in revenue from operations, experiencing a year-on-year increase of around 11 percent, from Rs. 483 crores in Q2 FY25 to Rs. 534 crores in Q2 FY26. Likewise, its net profit increased during the same period from Rs. 131 crores to Rs. 160 crores, representing a significant rise of more than 22 percent YoY.

During H1 FY26, the company’s revenue mix remained largely tilted toward emerging markets, with Latin America and Africa contributing about 80 percent, while the US accounted for the remaining 20 percent. Meanwhile, as of 30th September 2025, inventories stood at Rs. 329 crore, with 53 percent stocked at warehouses closer to customers, 14 percent in transit, and the remaining 33 percent held in India. 

Caplin Point Laboratories Limited is engaged in the business of pharmaceuticals for producing, developing and marketing a wide range of generic formulations and branded products and exporting to overseas markets. Its principal research and development facilities are located in Tamil Nadu (India), with its principal manufacturing facility in Puducherry (India). 

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