Sai Life Sciences (SAILIFE) Q3 25/26 earnings summary

Executive summary

• Delivered strong Q3 FY 2026 results, outpacing industry trends with robust revenue and profit growth, supported by disciplined execution and operational excellence.

• Enhanced technology platforms with digital, AI-enabled, and advanced chemistry approaches, and expanded scientific and leadership talent to support global client programs and capacity expansion.

• Added 7 molecules to the late-phase and commercial pipeline in nine months, enhancing portfolio diversification and business resilience, totaling 43 molecules.

• Ongoing transformation program to improve productivity and efficiency, with external consulting for AI enablement.

• Board approved unaudited standalone and consolidated financial results for the quarter and nine months ended 31 December 2025, with statutory auditor review and unmodified conclusion.

Financial highlights

• Q3 FY 2026 consolidated revenue: INR 556 crore (₹5,564.64 million), up 27% year-over-year; CDMO contributed 65%, CRO 35%.

• Q3 EBITDA: INR 191 crore, up 54% year-over-year; EBITDA margin at 34%.

• Q3 profit after tax: INR 100 crore (₹1,003.75 million), up 86% year-over-year.

• Nine-month FY 2026 revenue: INR 1,590 crore (₹15,903.53 million), up 43% year-over-year; EBITDA: INR 472 crore, up 79%, margin expanded to 30% from 24%.

• Nine-month profit after tax: INR 245 crore (₹2,446.74 million), up 199% year-over-year.

Outlook and guidance

• Margin guidance sustained at 28%-30% for the foreseeable future, with internal targets higher.

• Revenue CAGR guidance remains at 15%-20% over the medium term, with growth momentum expected to continue, driven by new molecule additions and large pharma demand.

• Positioned to sustain 28–30% EBITDA margins in the next 2–3 years, supported by a solid order pipeline and resilient operating foundation.