Sai Life Sciences Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sai Life Sciences posted 16% revenue growth to INR1,695 Cr in FY25, with EBITDA up 42% to INR425 Cr and margins expanding 458 bps to 25%. PAT more than doubled to INR170 Cr, supported by cost efficiencies and debt reduction. Capex was INR408 Cr, focused on manufacturing and discovery expansion. Capacity utilization rose to 67%, with ~30% added capacity. A new Peptide Research Center targets emerging modalities. The company expects 15–20% revenue CAGR and 28–30% EBITDA margins over three years, targeting mid-to-high teens ROCE. Growth is driven by diversification toward Indian supply chains and strong global pharma ties.