Sai Life Sciences has released its investor presentation, showcasing strong financial performance for Q3 FY26, with revenue up 27% year-on-year to ₹556 Cr and EBITDA increasing by 54% to ₹191 Cr. The presentation details the company’s strategic growth drivers, capacity expansion plans, and focus on new modalities, positioning it for continued growth and profitability.
Financial Performance Overview
Sai Life Sciences reported a robust financial performance in Q3 FY26:
- Revenue: Increased by 27% year-on-year, reaching ₹556 Cr.
- EBITDA: Grew by 54% year-on-year to ₹191 Cr, with margins expanding to 34%.
- Profit After Tax (PAT): Increased to ₹100 Cr, demonstrating a growth of 86% year-on-year.
For the nine months ended December 31, 2025 (9MFY26), the company also showed strong growth:
- Revenue: Increased by 43% to ₹1,590 Cr.
- EBITDA: Rose by 79% to ₹472 Cr, with margins expanding to 30%.
- PAT: Increased by 199% to ₹245 Cr.
Business Highlights and Advancements
Key highlights from the investor presentation include:
- CRO Business: Maintained strong growth momentum, focusing on increased contributions from large pharma.
- CDMO Business: Performed well, with over 90% of contributions coming from pharma. The company added 7 new molecules to the late phase and commercial pipeline.
- Capital Expenditure: Invested ₹405 Cr in capital expenditure, aligned with long-term strategy.
- Sustainability: Achieved My Green Lab (MGL) Green-level certification for R&D laboratories.
Strategic Growth Drivers
Sai Life Sciences is focusing on several key strategic growth drivers:
- Expanding Capacity & Infrastructure: Making strategic capital investments to enhance manufacturing and R&D capabilities.
- Diversifying Portfolio: Aiming for 36 active molecules, including commercial and pre-registration phases.
- Scientific & Talent Leadership: Driving global program transfers and strengthening capabilities in new modalities.
Expansion Plans
The company is undertaking significant capacity expansion:
- Scaling reactor capacity from 700 KL to 1,150 KL by 2026.
- Construction of a new CMC Process R&D Center at the Hyderabad campus, expected to be completed by September 2026, which will double the current process R&D capacity.
Industry Outlook
Sai Life Sciences is well-positioned to capture growth in the rapidly expanding CRDMO market, particularly in India. The company aims to achieve a 15-20% revenue CAGR over the next 3-5 years and sustain 28-30% EBITDA margins.
Source: BSE
