Sai Life Sciences Limited — PPTs, 08-08-2025: Investor Presentation

1. **Financial Highlights:**

Sai Life Sciences reported strong Q1FY26 results: revenue up 77% YoY to ₹496 Cr, led by 113% CDMO growth. EBITDA surged 305% YoY to ₹125 Cr (25% margin). PAT reached ₹60 Cr, with ₹134 Cr invested in capex.

2. **Strategic Initiatives & Growth Drivers:**

Aggressive expansion for complex modalities includes new Biology Labs and a Peptide Research Center. A new Process R&D Block will double capacity. Manufacturing capacity at Bidar expanded to ~700 KL, with another 200 KL planned, aiming to double overall capacity by FY27 via a ~₹700 Cr FY26 capex.

3. **Business Developments:**

Sai onboarded 253 scientists and completed 11 client/regulatory audits, emphasizing quality. Strong client stickiness is evident, with large pharma relationships averaging 10 years and over 65% Discovery revenues from repeat customers.

4. **Market Position & Competitive Advantage:**

As an integrated CRDMO, Sai serves over 300 global clients, including 18 of the top 25 pharma companies, utilizing ~700 KL capacity. A robust regulatory record and investments in new modalities/digitalization reinforce its competitive edge.

5. **Investor Implications:**

These updates signal positive growth potential. Robust Q1 performance and significant strategic investments in capacity and advanced capabilities position Sai well to capitalize on the expanding CRDMO market and India's growing outsourcing prominence.