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

Executive summary

• Achieved strong revenue and profit growth in Q3 FY26, outpacing the broader CRDMO industry, with performance ahead of plan and broad-based demand across CDMO and CRO segments.

• Strategic focus on expanding large pharma partnerships, supply chain resilience, and next-gen technology adoption, including AI and advanced platforms.

• Ongoing transformation and productivity initiatives, with external consulting for AI enablement and automation to drive efficiency.

• 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.

• Expanded organizational depth by adding experienced scientific and leadership talent, aligning with capacity expansion and long-term strategy.

Financial highlights

• Q3 FY26 consolidated revenue at INR 556 crore (Rs. 5,564.64 million), up 27% year-over-year; CDMO contributed 65%, CRO 35%.

• Q3 EBITDA at INR 191 crore, up 54% year-over-year, with a 34% margin; PAT at INR 100 crore, up 86%.

• Nine-month FY26 consolidated revenue at INR 1,590 crore (Rs. 15,903.53 million), up 43% year-over-year; EBITDA at INR 472 crore, up 79%, with margin expansion to 30%.

• PAT for nine months at INR 245 crore, up 199% year-over-year.

• Standalone and consolidated net profit for the quarter: Rs. 976.30 million and Rs. 1,003.75 million, respectively.

Outlook and guidance

• Margin guidance of 28%-30% to be sustained, balancing growth and operational efficiency.

• Revenue growth expected to remain broad-based, with no pull-forward from future years; guidance remains at 15%-20% CAGR over 3–5 years.

• Growth momentum expected to continue, supported by a solid order pipeline and resilient operating foundation.

• Ongoing investments in capacity and technology to support future demand and maintain growth momentum.

• No explicit forward-looking guidance provided in statutory filings, but recent IPO and ESOP grants indicate ongoing growth and investment in talent.