BSECompany Update1d ago · 12 Aug 2026, 02:01 pm

Investor Presentation Q1 FY 2027

Sai Parenterals Ltd · 544742

✦ AI Summary▲ PositiveResults

Sai Parenterals Ltd has disclosed its investor presentation for Q1 FY 2027, highlighting its global IP-led pharmaceutical platform, integrated CDMO and branded generics enterprise, and long-term contracted international revenue. The company has a strong R&D-driven CDMO engine, with a 7.5-year exclusive OTC supply agreement in Australia and a 4-year exclusive anti-tuberculosis contract in the Philippines.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Sai Parenterals Ltd - 544742 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Date: 12th August, 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 ended June 30, 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 - June 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+ 67 >50% 6 1,160 mn Installed capacity, units products registrations dossiers contracted revenue manufacturing facilities p.a. across 9 therapeutic areas regulated & semi-regulated under development long-term, regulated markets 5 in India, 1 in Australia 1,469 mn p.a. post programme Manufacturing and regulatory R&D-driven CDMO engine The Noumed platform backbone • Indian facilities accredited for Australia, semi-regulated • A R&D centre under SP Analytics accelerating dossier • 74.64% stake in Noumed Pharmaceuticals (Australia markets and PIC/S; EU-GMP injectables to follow via a filings and complex generics development and New Zealand), acquired for AUD 22 million new greenfield facility outside Hyderabad ORR* • Prathyak Laboratories, Genome Valley — a running R&D • Bringing 451+ TGA dossiers, deep pharmacy-chain • Adelaide oral-dosage facility under construction, centre, proposed for 60% acquisition by Sai Parenterals; relationships and last-mile commercialisation backed by an AUD 20 million Australian Govt grant capability in complex injectables and oncology* END-TO-END BUSINESS MODEL R&D Dossier Manufacturing Regulatory Sales & Distribution LONG-TERM CONTRACTED INTERNATIONAL REVENUE 7.5-year exclusive OTC supply agreement in 4-year exclusive anti-tuberculosis contract in the AUD 202 mn USD 11 mn Australia through Noumed, effective 1 July 2026, Philippines at approximately AUD 27 mn per annum *Variation in the objects of the issue approved by the Board, subject to shareholders’ approval 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 Indian and multinational agencies, pharma companies, hospitals and customers super stockists • Covering development, validation, stability, 13% • Exported through distributors across regulated dossiers, international filings and commercial FY23 FY24 FY25 FY26 and semi-regulated markets supply 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 302 526 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 and Semi- 3% 6% 15% 17% 5% 1% Regulated Markets in Australia, South-East Asia, the FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Middle East and Africa. Australia Philippines South Africa Others Structural Moats and Operating Advantages Diversified formulations player Established track record across dosage forms, therapeutic [Showing first 8,000 characters — download PDF for full document]