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Earnings Call

Sai Life Science Earnings Call: Key Takeaways

Sai Life Sciences delivered strong FY26 performance with 29% revenue growth and 56% EBITDA growth, driven by expansion in CDMO and CRO segments and improved operating leverage.

Why this was an Alfa AlertNot a filter event. Financials are strong but no explicit mention of beating prior guided upper-end ranges by >5%.
Highlights
Revenue growth29% YoY in FY26
MarginsEBITDA margin expanded 508 bps YoY to 30.1%
Order book155 programs in pipeline; 45 active molecules
Demand visibilityStrong; aligned with global pharma outsourcing trends
Management confidenceHigh; confident in 28-30% EBITDA margin sustainability

Growth

FY26 Revenue reached ₹2,192 Cr (up 29%); EBITDA rose to ₹661 Cr (up 56%); PAT surged 109% to ₹355 Cr.

Outlook

FY27 Capex of ₹1,100-1,300 Cr. Targeted 15-20% revenue CAGR and 28-30% EBITDA margins over 2-3 years.

Risks

Geopolitical tensions in Middle East impacting logistics costs; evolving global tariff environments remain a monitoring area.

Source

Earnings Call filed with BSE, NSE: SAILIFE. Summary written with AI assistance from the document.

Read the document ↗

Sai Life Science Ltd: key numbers

Share price
₹1,592.20
Market cap
₹33,821 Cr
Revenue (annual)
₹2,192 Cr
Net profit (annual)
₹348.9 Cr
P/E (TTM)
93.5×Sector 50.4×
Promoter holding
34.53%-0.08% QoQ
FII holding
19.65%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Employee Stock Options

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Value
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