Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

SAIPARENT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+0.3%1-day move

₹483.00

prior close

₹483.00

base price

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AI summary

Sai Parenterals Limited released its Q4 & FY26 investor presentation. Standalone FY26 revenue grew 31% YoY to ₹162 crore with PAT up 64% to ₹17 crore, though EBITDA margin compressed from 22% to 20%. Consolidated FY26 revenue stood at ₹381 crore including the first full-quarter contribution from Noumed Pharmaceuticals (acquired November 2025). CDMO revenue surged over 250% YoY, driven by deeper customer engagement and long-term contracts. The company expanded its portfolio by 93 dossiers in FY26 (88 regulated/emerging market + 5 TGA Australia) and has 67 dossiers under development targeting FY27 export growth. Multiple facility upgradation projects are underway, with EU-GMP upgrades for Unit I, II, and IV targeted by January 2027, and a new Adelaide facility (tablets, liquid orals, nasal sprays) on track for Q4FY27. The IPO raised ₹285 crore primarily for capacity expansion and R&D.

Likely market impact

Strong standalone growth and a 250%+ CDMO surge signal operational momentum, but compressed standalone EBITDA margins (22% to 20%) warrant monitoring. The Noumed consolidation adds scale but has dragged consolidated margins lower, with full-year synergies expected to improve going forward.