Sai Life Sciences Limited — PPTs, 06-02-2026: Investor Presentation

Sai Life Sciences delivered robust Q3 FY26 growth, outperforming the CRDMO industry. Revenue reached ₹556 Cr (+27% YoY), fueled by strong demand across CDMO (+31% YoY) and CRO (+19% YoY) services. EBITDA surged 54% YoY to ₹191 Cr, with margins expanding to 34%. Net profit jumped 86% YoY to ₹100 Cr. For the first nine months, revenue grew 43% to ₹1,590 Cr, EBITDA 79% to ₹472 Cr (30% margin), and PAT soared 199% to ₹245 Cr.

The company is strategically investing in digital and AI-enabled chemistry platforms, expanding capabilities and talent. Key growth drivers include India's favorable outsourcing position and increasing contributions from large pharma clients. Sai invested ₹405 Cr towards its ₹700 Cr FY26 capex plan, with significant capacity additions in MedChem, Process R&D, and manufacturing expected by FY27. AI-driven peptide generation was successfully demonstrated.

Management is confident in sustaining momentum, targeting 15-20% revenue CAGR over 3-5 years and 28-30% EBITDA margins in 2-3 years, a goal it's on track to achieve ahead of schedule, supported by a strong order pipeline.