| Management target | Revenue FY27 |
|---|
| Margins | Shifting from distribution to manufacturing margins to capture higher value. |
|---|---|
| Order book | AUD 202mn OTC supply (7.5yrs); USD 11mn anti-TB contract (4yrs). |
| Demand visibility | Strong visibility from Noumed and CDMO contracts (>50% contracted revenue). |
| Management confidence | High |
Growth
FY26 revenue led by 63% exports; private sector share rose to 81%. CDMO vertical grew 355.6% CAGR (FY23-26).
Outlook
Investing ₹101.8 cr in new injectable and R&D facilities; targeting injectable capacity of 154.66 mn units by April 2027.
Risks
Regulatory bottlenecks for EU-GMP accreditation and transition risk from a distribution to an in-house manufacturing model.
Last quarter's promises, checked
Delivered
- FY26 Revenue INR 381 cr → delivered INR 381 cr (= BEAT)
- FY26 Standalone EBITDA INR 33 cr → delivered INR 33 cr (= BEAT)
- CDMO revenue share >50% → delivered 63% (= BEAT)
Partly delivered
- INR 440 cr Capex completion by FY27 → INR 571 cr planned/ongoing (= PARTIAL)
Investor Presentation filed with BSE, NSE: SAIPARENT. Summary written with AI assistance from the document.
Sai Parenterals Ltd: key numbers
- Share price
- ₹507.05
- Market cap
- ₹2,240 Cr
- Revenue (annual)
- ₹381.0 Cr
- Net profit (annual)
- ₹14.26 Cr
- P/E (TTM)
- 89.9×Sector 43.8×
- Promoter holding
- 51.16%+0.00% QoQ
- FII holding
- 2.85%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sai Parenterals Ltd
All →Sai Parenterals Earnings Call Transcript: Key Takeaways
Sai Parenterals is transitioning from a standalone unit to a consolidated manufacturing and R&D powerhouse through strategic acquisitions. While revenue grew 9% sequentially, high depreciation from new assets is currently masking operating profitability gains.
Sai Parenterals Other Announcement
Sai Parenterals filed its quarterly shareholding pattern for the quarter ended 30 September 2026. Promoters and promoter group hold 51.16 per cent.
Sai Parenterals Investor Presentation: Key Takeaways
Q2/H1 FY27 deck (Sep 2026) gives no quarterly P&L figures. Highlights: 302 products, 599 registrations, FY26 export share 63%, Saicriti injectable and Noumed acquisitions.
Sai Parenterals Results Update
Sai Parenterals reported Q2FY27 consolidated revenue of Rs. 196 crore and PAT of Rs. 11 crore. Gross margin improved to 47.5%.
Sai Parenterals Acquisition
Sai Parenterals will acquire the remaining 25% stake in its 75% subsidiary SP Analytics for cash, making it wholly owned. Related-party approval was taken at the 1 November 2026 board meeting, with completion by 31 December 2026.
- Execution
- 31-12-2026
Sai Parenterals Q2 FY27 Results: Net Profit ₹10.5 Cr, Up 66.7% YoY
Sai Parenterals Ltd reported revenue from operations of ₹194.9 Cr (+264.3% YoY) and net profit of ₹10.5 Cr (+66.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹10.5 Cr · +66.7% YoY