Sai Life Science Earnings Call Transcript: 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.
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Q2 revenue up 23% YoY, H1 up 17%, EBITDA margin steady at 28%. Management deflected on H2 figures, capacity timing and revenue visibility.
H1 FY27 revenue ₹1,213 Cr (+17% YoY), EBITDA ₹335 Cr (28% margin), PAT ₹172 Cr (+19%). Q2 revenue ₹659 Cr (+23%). Strategy: integrated CRDMO, larger strategic pharma engagements, ₹621 Cr H1 capex.
Sai Life Sciences delivered strong Q1FY27 performance with revenue of ₹554 Cr, up 12% YoY, and PAT of ₹73 Cr, up 22% YoY, driven by growth in CRO and CDMO segments.
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.
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.