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Earnings Call

Sai Life Science Earnings Call: Key Takeaways

Sai Life Sciences reported robust FY26 performance with 29% revenue growth and 109% PAT growth, driven by deepening engagement with 19 of top 25 global pharma companies.

Why this was an Alfa AlertNot a filter event. Performance and guidance are in line with stated aspirational targets.
Highlights
Revenue growth29% for FY26.
MarginsTargeting 28-30% EBITDA margins over 3 years.
Order book34 commercial molecules; 11 in Phase III/pre-registration.
Demand visibilityClear visibility from large pharma strategic partnerships.
Management confidenceHigh, citing strong demand visibility and pipeline.

Growth

FY26 revenue up 29%, EBITDA up 56%, PAT up 109%. CDMO segment grew 33%, CRO grew 24%.

Outlook

Guided 15-20% revenue growth and 28-30% EBITDA margins. Planned FY27 capex of ₹1,100-1,300 crores.

Risks

Geopolitical tensions affecting input costs/logistics; customer concentration (top 10 clients at 54% of revenue).

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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