Sai Life Sciences (SAILIFE) — concall transcript

📢 Key Event
Sai Life Sciences reported 12% YoY revenue growth to ₹553 crores in Q1 FY27, driven by strong CRO and CDMO performance, with integrated services now serving 65% of customers and 90% retention.

🔄 What Changed
12% YoY revenue growth, 26% CRO growth, 6% CDMO growth, 65% integrated service adoption, 90% customer retention, and 19 of top 25 pharma clients as customers.

🔮 What's Next
15-20% long-term revenue growth, 28-30% EBITDA margins, INR 1,300 crores capex for peptide and conjugation capacity, and greenfield peptide facility by 2028.

💡 Investor Takeaway
Sai is transitioning from low-value chemistry to high-margin integrated CDMO services, securing sticky revenue from top pharma clients and investing in future modalities for sustainable growth.

Sai Life Sciences reported 12% YoY revenue growth to ₹553 crores in Q1 FY27, driven by 26% growth in CRO and 6% in CDMO, with integrated services now contributing 65% of revenue and 90% customer retention. Management highlighted strategic expansion into peptides, ADCs, and PROTACs, targeting a 2028 greenfield facility, while targeting 15-20% long-term revenue growth and 28-30% EBITDA margins. Capex of ₹1,300 crores includes peptide and conjugation capacity, with 65% of customers using integrated services and 19 of the top 25 global pharma firms as clients.

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About Sai Life Sciences Ltd (SAILIFE)

Healthcare · Pharmaceuticals · Listed on BSE

Market Cap: ₹30,970.41 Cr P/E: 85.0 ROE: 14.6% ROCE: 20.1%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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