Sai Life Sciences Limited — PPTs, 07-11-2025: Investor Presentation

Sai Life Sciences delivered a strong performance, with Q2FY26 revenue up 36% YoY to ₹537 Cr and H1FY26 revenue growing 53% YoY to ₹1,034 Cr. This growth was fueled by healthy demand across both CRO (Contract Research Organization) and CDMO (Contract Development and Manufacturing Organization) services. Profit after tax (PAT) surged 102% YoY to ₹84 Cr in Q2 and an impressive 415% to ₹144 Cr in H1.

The company is strategically investing in new modalities like Peptides, ADCs (Antibody-Drug Conjugates), and Oligonucleotides, alongside capacity expansion. A significant capex of ₹248 Cr was incurred in H1 towards these initiatives. Recent developments include a phase 2 expansion of its Vivarium, adding 12,000 sq. ft. for preclinical capabilities, and partnerships for integrated end-to-end CMC services. Sai Life Sciences also boasts a strong compliance record, successfully completing 35 customer and 3 regulatory audits with zero critical observations.

Management highlighted consistent execution and growing client relationships as key drivers. The company aims for 15-20% revenue CAGR over 3-5 years and 28-30% EBITDA margins in the next 2-3 years, emphasizing responsible scaling and technology-led innovation. The company is poised to leverage India's rising role as a strategic CRDMO hub.