ALFA Finder
The call ran from 11:01 AM to 11:57 AM IST (56 min).
Key takeaways
Q2 revenue up 23% YoY, H1 up 17%, EBITDA margin steady at 28%. Management deflected on H2 figures, capacity timing and revenue visibility.
| Revenue growth | Q2 +23% YoY; H1 +17%. Growth led by pharma and integrated discovery. |
|---|---|
| Margins | EBITDA margin 28% in Q2 and H1; in line with trajectory. |
| Demand visibility | Biotech inquiries recovering; pharma demand steady; visibility numbers avoided. |
| Management confidence | Balanced to confident; declined numeric guidance on H2 and new capacity. |
Growth
Q2 revenue +23% YoY (CDMO +20%, CRO +28%); H1 +17%. Growth attributed to pharma mix and integrated discovery, not quantified.
Outlook
No numeric guidance; H2 'stronger' than H1, unquantified. FY27 capex ₹1,100–1,300 Cr; ₹621 Cr spent in H1.
Risks
Second 225 KL block slipped to Q3 FY28. Middle East solvent cost pressure; recovery timing vague. Largest customer ~12%.
Last quarter's promises, checked
Delivered
- Guided 15–20% mid-term growth → H1 +17%, Q2 +23% (= BEAT)
- Guided peptide lab 'shortly' → first peptide lab commissioned (= BEAT)
Partly delivered
- Guided 225 KL block 1 H2/Q3 → 220 KL ready (= PARTIAL)
- Guided 2 large-pharma integrated transitions → 1 converted (= PARTIAL)
- Guided FY27 capex ₹1,100–1,300 Cr → ₹621 Cr spent H1 (= PARTIAL)
Missed
- Guided two 225 KL blocks H2/Q3 FY27 → second block slipped to Q3 FY28 (= MISS)
- Guided 1,150 KL capacity by FY27 → second block slip; total undisclosed (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Sai Life Science Q2 FY27 Results: Net Profit ₹98.3 Cr, Up 17.3% YoY
Sai Life Science Ltd reported revenue from operations of ₹658.6 Cr (+22.5% YoY) and net profit of ₹98.3 Cr (+17.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹98.3 Cr · +17.3% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Guided 15-20% revenue growth and 28-30% EBITDA margins. Planned FY27 capex of ₹1,100-1,300 crores.
Growth they described
FY26 revenue up 29%, EBITDA up 56%, PAT up 109%. CDMO segment grew 33%, CRO grew 24%.
Call details
| Company | Sai Life Sciences Ltd |
|---|---|
| NSE symbol | SAILIFE |
| ISIN | INE570L01029 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 11:00 AM IST |
| Length | 56 min |
| Audio | Our stream on YouTube ↗ |
Sai Life Sciences Ltd: key numbers
- Share price
- ₹1,785.10
- Market cap
- ₹37,928 Cr
- Revenue (annual)
- ₹2,192 Cr
- Net profit (annual)
- ₹348.9 Cr
- P/E (TTM)
- 100.8×Sector 43.0×
- Promoter holding
- 34.50%-0.03% QoQ
- FII holding
- 19.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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