Investor Presentation for the quarter and year ended 31 March 2026.
SAILIFE · price
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Sai Life Sciences reported strong FY26 results with revenue of ₹2,192 Cr, up 29% YoY, driven by robust growth in both CDMO (₹1,417 Cr, +33%) and CRO (₹775 Cr, +24%) segments. EBITDA surged 56% to ₹661 Cr with margin expanding by 508 bps to 30.1%, while PAT more than doubled to ₹355 Cr. The company declared a confident margin outlook of 28-30% EBITDA over the next 2-3 years and targets 15-20% revenue CAGR over 3-5 years. Management announced a front-loaded capex plan of ₹1,100-1,300 Cr for FY27 (vs ₹633 Cr in FY26) to nearly double manufacturing capacity, with 70% allocated to capacity expansion and 30% to new technologies like peptides, ADCs, and AI. The company also noted it has no meaningful impact from tariffs so far and is in discussions with customers on cost revisions due to rising input costs from geopolitical tensions.
Sai Life Sciences delivered exceptional FY26 earnings with margin expansion and strong cash generation, signalling operational leverage is kicking in. The aggressive FY27 capex guidance signals confidence in long-term demand but will require close monitoring of execution and debt levels.