NSEInvestor Presentation1 Nov 2026 · 1 Nov 2026, 08:09 pm
Investor Presentation
Sai Parenterals Limited · SAIPARENT
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Sai Parenterals Limited has informed the Exchange about Investor Presentation for the quarter and half year ended 30th September, 2026.
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Sai Parenterals Limited has informed the Exchange about Investor Presentation
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To, Date: 1st November, 2026
The Manager The Manager,
BSE Limited NSE Limited,
P. J. Towers, Dalal Street Exchange Plaza, Bandra Kurla Complex,
Mumbai-400001 Bandra (E), Mumbai- 400051.
(BSE Scrip Code: 544742) (NSE Symbol: SAIPARENT)
Dear Sir/Madam,
Unit: Sai Parenterals Limited
Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015 - Copy of Presentation made for Analysts/Investors on Financial Results.
In compliance with the provisions of Regulation 30 read with Schedule III Part A of SEBI (Listing
Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of
presentation made for Analysts/Investors on Financial Results of the Company for the quarter and half
year ended 30th September, 2026.
Request you to kindly take the same on record.
Thanking you,
Yours faithfully,
For Sai Parenterals Limited
Mr. Anil Kumar Karusala
Managing Director
(DIN- 01866646)
Sai Parenterals Limited
Investor Presentation - September 2026
Safe Harbour
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sai Parenterals Limited (the “Company”), have
been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of
the Company will be made except by means of a statutory offering document containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company
makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness
and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you
may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.
Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that
are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are
subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not
limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India
and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion,
technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its
exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially
and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking
information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are
not adopted by the Company and the Company is not responsible for such third party statements and projections.
Company Overview
Company Snapshot
A global IP-led pharmaceutical platform
Integrated CDMO and branded generics enterprise, focused on injectables and oral dosage forms for regulated and semi-regulated markets
302 599+ 76 >50% 6 1,160 mn
Installed capacity, units
products registrations dossiers contracted revenue facilities
p.a.
5 operating in India, 1 in
across 9 therapeutic areas regulated & semi-regulated under development long-term, regulated markets
Australia (from Jan 2027) 1,469 mn p.a. post programme
Manufacturing and regulatory
R&D-driven CDMO engine The Noumed platform
backbone
• Unit III, a TGA-Australia approved facility, expanded from • Sai Prathyak Laboratories, the Group’s dedicated R&D • 74.64% stake in Noumed Pharmaceuticals (Australia
85.5 to 155 mn units a month to serve RoW, regulated subsidiary (acquired October 2026), drives dossier and New Zealand), acquired for AUD 22 million
and PIC/S markets filings and complex generics development • Bringing 451+ TGA dossiers, deep pharmacy-chain
• EU-GMP / USFDA injectables via Saicriti Pharma (July • 174 molecules / 285 SKUs targeted, with external CDMO relationships and last-mile commercialisation
2027)*; Adelaide operations from January 2027 development contracts
END-TO-END BUSINESS MODEL
R&D Dossier Manufacturing Regulatory Sales & Distribution
LONG-TERM CONTRACTED INTERNATIONAL REVENUE
Contracted Australian OTC supply through 4-year exclusive anti-tuberculosis contract in the
AUD 232 mn USD 11 mn
Noumed: AUD 202 mn over 7.5 years and AUD 30 Philippines
mn over 3 years
*Variation in the objects of the issue approved by the Board and by shareholders
Two Business Verticals, One Platform
TWO BUSINESS VERTICALS
CDMO Products & Services
1 Branded Generic Formulations 2 CDMO Products & Services
• Off-patent formulations under the Company’s • End-to-end contract development and
own brands — sold domestically to government manufacturing for international customers
agencies, pharma companies, hospitals and
super stockists • Covering development, validation, stability,
dossiers, international filings and commercial 13%
• Exported through distributors across regulated supply
FY23 FY24 FY25 FY26
and semi-regulated markets
Branded Generic Formulations
CDMO (% of revenue)
37% of FY26 net revenue; 15.6% CAGR over FY23– 63% of FY26 net revenue; 355.6% CAGR over FY23–
FY26 on consistent launches and a widening FY26 on long-term contracts and better working
distributor network capital 36%
Revenue Visibility
Private Sector share
Over 50% of consolidated revenue is contracted FY23 FY24 FY25 FY26
Private-sector share rose from 39% in FY23 to 81% in
under long-term regulated-market agreements,
FY26 as tender exposure recedes Institutional
(% of revenue)
anchored by Noumed and CDMO.
Private Sector
Product Portfolio and Export Revenue Mix
Weighted to recurring demand
Across nine therapeutic areas In Australia and New Zealand
302 491 The portfolio is weighted towards chronic and sub-
Products in the commercial SKUs under exclusive chronic therapies involving long-term, repeat treatment,
portfolio agreement alongside acute therapies.
Growth strategy
NINE THERAPEUTIC AREAS
Lyophilised-vial and cartridge-injectable dosage forms
being to target niche, higher-value therapeutic
categories to lift blended margin.
Respiratory
Cardiovascular Neuropsychiatry Anti-diabetic Antibiotics
health
Domestic business
Anchored by institutional supply to central and state
Vitamins and government agencies, ESI and hospitals & supply to Jan
Analgesics Dermatology Gastroenterology
Aushadhi locations.
supplements
Export as a share of Revenue from Operations Export revenue rose from 3% of Revenue from
Operations in FY23 to 63% in FY26.
• Australia has historically anchored export revenue —
76% in FY26 — while the Philippines emerged sharply in
66% 63%
76% 76% FY26, contributing 84% on the back of new CDMO and
63% government contracts.
19% • Exports are supplied through a network of 7 distributors
16% 31% 18% across 10 countries, spanning regulated markets in
3% 6% 15% 17% 5% 1% Australia, RoW markets in the Middle East and semi-
FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 regulated markets in Africa.
Australia Philippines South Africa Others
Structural Moats and Operating Advantages
Diversified formulations player
Established track record across dosage
forms, therapeutic areas, geographies and
channels since 2016.
A near-term capex prog
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