Sai Life Sciences Ltd
Sai Life Sciences Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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Guidance rank: #65 of 85 in Pharmaceuticals & Biotechnology
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Sai Life Sciences Ltd Q4 FY26 key numbers
- Revenue
- Increased capex (~INR 1,100-1,300 crores) focused on capacity expansion (75%) and capability/technology (25%) to support volume growth.
As stated in Sai Life Sciences Ltd's Q4 FY26 earnings call transcript · published 24 May 2026. Reported figures, not investment advice.
The short version
Sai Life Sciences expects a revenue CAGR of 15% to 20% from the current run rate (~INR 2,200 crores). Sai Life Sciences projects revenue CAGR of 15% to 20% over the next few years.
From Sai Life Sciences Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Sai Life Sciences expects a revenue CAGR of 15% to 20% from the current run rate (~INR 2,200 crores).
- Growth in the short term will likely be driven by pharma clients, with biotech contributions expected to return to a balanced 50/50 mix long-term.
- CDMO segment showed strong 30%+ growth in FY26; growth outlook for FY27 and FY28 remains strong.
- Increased capex (~INR 1,100-1,300 crores) focused on capacity expansion (75%) and capability/technology (25%) to support volume growth.
- Revenue visibility has improved through long-term collaborations and added large pharma customers.
- Long-term volume growth will be enabled by expanding discovery, development, and commercial manufacturing capabilities.
2 more points from Sai Life Sciences Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY27 capex guidance: INR 1,100 crores to INR 1,300 crores, funded via internal accruals and debt.
- Capex split: 75% towards capacity expansion (including 700 KL to 1,150 KL plant expansion and doubling process R&D capacity), 25% towards capability building and AI/digital technology.
- Brownfield expansions expected to take 12-18 months; greenfield sites may take 24-30 months.
- Peptide and ADC development capabilities are part of the current capex.
- Investments driven by clear demand visibility and strategic conversations with large pharma clients.
- AI/digital transformation investment includes intangible software/tools aiming to enhance productivity and data integration.
2 more points from Sai Life Sciences Ltd's call on capex
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Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- It indicates strong visibility and confidence into FY27 growth based on customer conversations.
- The company has seen increased late-stage and mid-stage development outsourcing from large pharma, enhancing pipeline visibility.
- Customers are providing better visibility of their pipelines, indicating more programs likely to translate into commercial manufacturing within 12-15 months.
2 more points from Sai Life Sciences Ltd's call on order book
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Sai Life Sciences Ltd — Quarterly revenue & net profit
Sai Life Sciences Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 602 | 580 | +3.8% | 556 | +8.3% |
| Operating profit (EBITDA) | 177 | 158 | +12% | 188 | -5.9% |
| Operating margin | 29% | 27% | +2 pp | 34% | -5 pp |
| Profit before tax | 139 | 119 | +16.8% | 134 | +3.7% |
| Net profit (PAT) | 104 | 88 | +18.2% | 100 | +4% |
| EPS (₹) | 4.92 | 4.24 | +16% | 4.75 | +3.6% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹602 Cr, net profit ₹104 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sai Life Sciences Ltd's management said in earlier quarters
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The investor presentation reports quarterly revenue of ₹40.36 crore for Q4 FY2026. Key concall takeaways from Aptus Pharma Ltd's Q4 FY26 earnings call — and…
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Sai Life Sciences Ltd Q4 FY26 results?
Sai Life Sciences expects a revenue CAGR of 15% to 20% from the current run rate (~INR 2,200 crores). Sai Life Sciences projects revenue CAGR of 15% to 20% over the next few years.
What is Sai Life Sciences Ltd share price analysis?
Sai Life Sciences Ltd currently shows a neutral. The stock trades at a P/E of 83.4 with a market cap of ₹29,600 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sai Life Sciences Ltd planning capital expenditure?
FY27 capex guidance: INR 1,100 crores to INR 1,300 crores, funded via internal accruals and debt.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.