India · Delayed Price · Currency is INR Sai Life Sciences Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 saw 27% revenue and 86% profit growth year-over-year, with strong margin expansion and robust performance in both CDMO and CRO segments. Strategic investments in capacity, technology, and portfolio diversification support sustained growth and margin guidance of 28%-30%.
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Q2 FY26 saw robust revenue and margin growth, driven by strong CDMO and CRO performance, expanded capabilities in new modalities, and strategic investments in capacity and technology. The outlook remains positive with a focus on sustainable, diversified growth and ongoing capacity expansion.
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Q1 FY26 saw 77% revenue growth and a 305% rise in EBITDA, driven by strong CDMO and CRO performance, capacity expansion, and strategic investments. Capacity utilization reached 77%, with no one-offs in results, and the company remains optimistic about sustained growth and industry trends.
Fiscal Year 2025
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Fiscal 2025 delivered 16% revenue growth and 42% EBITDA growth, with margins expanding to 25%. Robust performance was driven by strong CDMO and CRO momentum, capacity expansion, and a one-time INR 34 crore provision. Long-term guidance targets 28%-30% EBITDA margin and 15%-20% revenue CAGR.
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Q3 FY 2025 saw 15% revenue growth and 19% EBITDA growth year-over-year, with margin expansion and strong cash flow. The company targets 15%-20% revenue CAGR and 28%-30% EBITDA margin over 3-5 years, supported by ongoing capacity expansion and debt reduction.