NSEInvestor Presentation5d ago · 7 Aug 2026, 01:53 pm

Investor Presentation

Sai Life Sciences Limited · SAILIFE

✦ AI Summary▲ PositiveResults

Sai Life Sciences Limited has released its Q1FY27 investor presentation, highlighting a 12% YoY revenue growth to ₹554 crore, with CRO business growing 24% YoY and CDMO business growing 15% YoY. The company has a strong pipeline with 33 active commercial molecules and 14 late-phase molecules. The company has also achieved an EcoVadis Platinum Rating 2026 and operationalized a new 100,000 sq. ft. R&D facility at Genome Valley, Hyderabad.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment8/10

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07 August 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Dalal Street Complex, Bandra (E), Mumbai – 400 051 Mumbai – 400001 NSE Scrip Symbol: SaiLife BSE Scrip Code: 544306 Sub: Investor Presentation for the quarter ended 30 June 2026. Dear Sir/ Madam, With reference to the above subject, we enclose herewith the Investor Presentation for the quarter ended 30 June 2026. We request you to take note of the same and oblige. Thank you. For Sai Life Sciences Limited Runa Karan Company Secretary & Compliance Officer Membership No.: A13721 Encl: As above Sai Life Sciences Limited (CIN: L24110TG1999PLC030970) Corporate office Registered office Contact us T: +91 40 6815 6000, # L4-01 & 02, SLN Terminus, Survey Plot No. DS-7, IKP Knowledge Park, Turkapally F: +91 40 6815 6199 #133, Gachibowli Miyapur Road, (V), Shameerpet Mandal, Medchal-Malkajgiri E: info@sailife.com Gachibowli, Hyderabad – 500032, (Dist), Hyderabad -500078, Telangana, India. W: www.sailife.com Telangana, India. Sai Life Sciences Investor Presentation August 07, 2026 All rights reserved © 2026 Sai Life Sciences Limited 11 All rights reserved © 2026 Sai Life Sciences Limited Safe Harbour Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "plan", "contemplate", seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will pursue", and similar expressions of such expressions may constitute "forward-looking statements", These forward looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. We are pleased with the progress made during the quarter and the momentum we continue to see across the business. There is a clear evolution in what large pharmaceutical companies are looking for from their outsourcing partners. The expectation is for strong, scientifically led partners who can take greater ownership of integrated discovery and development programs, rather than simply execute individual pieces of work. We believe that the combination of our technology base, scientific talent and culture is a key reason why large pharmaceutical companies are increasingly bringing significant work to Sai through strategic engagements. These engagements will create a healthy and sustained pipeline over multiple years. - Mr. Krishna Kanumuri MD & CEO We have begun FY27 on a healthy note, delivering revenue of ₹554 crore in Q1, up 12% year-on-year, with growth across both our CRO and CDMO businesses. CRO maintained strong momentum, growing 24% year-on-year, while our CMC pipeline continues to strengthen with 33 active commercial molecules and 14 late-phase molecules. Coupled with encouraging traction in our FTE-led engagement model, a healthy balance sheet and disciplined capital allocation, we remain confident in executing our long-term growth strategy. - Mr. Siva Chittor Whole-time Director & CFO Executive Summary Q1FY27 Quarterly Snapshot ₹ 554 ₹ 409 Cr ₹ 148 Cr ₹ 73 Cr Revenue Material Margin EBITDA PAT 12% YoY 15% YoY 18% YoY 22% YoY 60 % 40 % 65 % ₹ 263 Cr CDMO Revenue Mix CRO Revenue Mix Capacity Utilization Capex Incurred Consolidated Financial Highlights Revenue (₹Cr) Material Margin (₹Cr) & Margin (%) EBITDA* (₹Cr) & Margin (%) PAT (₹Cr) & Margin (%) 12% 13% 554 72% 60 73 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 12% 15% 18% 22% YoY Growth YoY Growth YoY Growth YoY Growth “The quarter reflects continued progress across both businesses and our longer-term strategic priorities. We remain confident in our ability to sustain our long-term revenue growth guidance of 15-20% and EBITDA range of 28–30%.” 7 * including forex Business Updates Over 90% Pipeline Visibility on FY27 Targets DISCOVERY CMC KEY PRIORITIES AHEAD • Grew by 24% YoY • Production commenced for 3 • Establishing an integrated of the 4 molecules added to peptide platform spanning • Strengthening large pharma the pipeline last year discovery to manufacturing collaborations • Expanded a top-tier pharma • Adding Drug Product facility to • Integrated service delivery relationship into an end to end complement API development with 65% of customers collaboration spanning • Building a future-ready • Expect to extend integrated discovery to commercial. scientific organization through service offering to large • FTE engagements beginning leadership development, pharma collaborations to contribute late phase assets campus engagement and Sai Academy Other Business Updates • Achieved EcoVadis Platinum Rating 2026, placing Sai Life Sciences among the top 1% of companies globally assessed for sustainability performance. • Capex progress largely on schedule • Operationalized a new 100,000 sq. ft. R&D facility at Genome Valley, Hyderabad • Successfully executed commercial-scale Photo Flow Chemistry for a late-phase innovator program, further strengthening continuous processing capabilities. • High-Throughput Experimentation (HTE) platform commissioned at Hyderabad R&D campus to enable faster route scouting, process optimization and scale-up decisions. Company Overview Sai Life Sciences: At a Glance Integrated CRDMO Outsourcing Offer complete Contract Research, partner to services from Development and pharma drug discovery to Manufacturing innovators manufacturing Organization 27 Years Global Partner Expansive Innovation-Led of Expertise of Choice Infrastructure Growth Founded in 1999, Sai Life Trusted by 300+ global clients, World-class R&D and Focused investments in next- gen Sciences has transformed into including 19 of the top 25 global manufacturing facilities modalities like Peptides, ADCs an integrated CRDMO, delivering pharma companies across the across Hyderabad, Bidar, and Oligos; empowered by digital value across the pharma lifecycle US, UK, EU, and Japan Manchester, and Boston transformation, automation, and from early discovery to commercial AI/ML to accelerate delivery and manufacturing differentiation Key Highlights Fastest growing NSE/BSE 3,800+ 300+ Indian CRDMO Listed on the Indian Total employees Active customers across Stock Exchanges in US, UK, EU, Japan over the last 5 years Dec 2024 11+ years 19/25* USFDA, PMDA Diverse Average tenure of large of the largest pharmaceutical pharma relationships companies are customers 100% successful track therapy areas record of regulatory Oncology, CNS, Metabolic inspections across our diseases, Inflammation, R&D and manufacturing 34 50+ Antivirals, Rare diseases facilities. and more Active NCE Programs advanced commercial molecules to candidate nomination/ IND or Phase I/II/III One-stop platform 26% CAGR for discovery, Revenue growth 11 5 development and over the last 5 years Phase III/ Molecules from manufacturing pre-registration discovery to market 12 Note: As on 31 March 2026; *In terms of market cap for CY 2025 Our Growth Journey 1999 - 2008 2009 – 2013 2014 – 2018 2019 – 2023 2024 – Present Founding & CDMO Biology Foray; CDMO Globalization, Scaled-up Increasing Capacity & Early Biotech Foray Pivot Consolidation Integrated CRDMO Strengthening New-Age Modalities • Incorporated in 1999; began as a • First USFDA approval of Unit IV • Cleared [Showing first 8,000 characters — download PDF for full document]