Sai Life Sciences Limited has informed the Exchange about Investor Presentation
SAILIFE · price
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Sai Life Sciences reported strong FY26 results with revenue of ₹2,192 Cr, up 29% YoY, driven by 33% growth in CDMO (₹1,417 Cr) and 24% growth in CRO (₹775 Cr). EBITDA surged 56% to ₹661 Cr with margin expanding 508 bps to 30%, while PAT more than doubled to ₹355 Cr. 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 by FY27, with 62% allocated to CDMO and 38% to CRO/capabilities. The company reaffirmed confidence in sustaining 28-30% EBITDA margins over the next 2-3 years and targeting 15-20% revenue CAGR over 3-5 years. Middle East geopolitical tensions have increased input and logistics costs, though the company has initiated customer discussions for cost revisions.
Strong execution with margin expansion and doubled PAT signals operational leverage from the integrated CRDMO model. The significant FY27 capex commitment indicates management's confidence in sustained demand, though it may create near-term working capital pressure. The 28-30% margin guidance provides earnings visibility for investors.