Sai Life Sciences Limited has informed the Exchange about Investor Presentation
SAILIFE · price
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Sai Life Sciences reported a strong Q1FY26 with total revenue of ₹496 crore, up 77% year-on-year, driven by 113% growth in CDMO (₹314 Cr) and 38% growth in Discovery/CRO (₹182 Cr). EBITDA jumped 305% YoY to ₹125 crore, with margins expanding 14 percentage points to 25%, and the company swung to a profit of ₹60 crore versus a loss of ₹13 crore a year ago. The company invested ₹134 crore in capex during the quarter as part of its ₹700 crore FY26 plan, which is expected to nearly double manufacturing capacity by FY27. Management guided for 15-20% revenue CAGR over the next 3-5 years and 28-30% EBITDA margins over the next 2-3 years, supported by 160 active programs in the pipeline and growing presence in new modalities like peptides, ADCs, and oligonucleotides.
Strong Q1 performance with sharp margin expansion and clear multi-year growth and margin guidance should be viewed positively by investors. The aggressive capex plan signals confidence in long-term demand but may keep near-term free cash flows under pressure.