ALFA Finder| Revenue growth | Q2 +23% YoY; H1 +17%. Growth led by pharma and integrated discovery. |
|---|---|
| Margins | EBITDA margin 28% in Q2 and H1; in line with trajectory. |
| Demand visibility | Biotech inquiries recovering; pharma demand steady; visibility numbers avoided. |
| Management confidence | Balanced to confident; declined numeric guidance on H2 and new capacity. |
Growth
Q2 revenue +23% YoY (CDMO +20%, CRO +28%); H1 +17%. Growth attributed to pharma mix and integrated discovery, not quantified.
Outlook
No numeric guidance; H2 'stronger' than H1, unquantified. FY27 capex ₹1,100–1,300 Cr; ₹621 Cr spent in H1.
Risks
Second 225 KL block slipped to Q3 FY28. Middle East solvent cost pressure; recovery timing vague. Largest customer ~12%.
Last quarter's promises, checked
Delivered
- Guided 15–20% mid-term growth → H1 +17%, Q2 +23% (= BEAT)
- Guided peptide lab 'shortly' → first peptide lab commissioned (= BEAT)
Partly delivered
- Guided 225 KL block 1 H2/Q3 → 220 KL ready (= PARTIAL)
- Guided 2 large-pharma integrated transitions → 1 converted (= PARTIAL)
- Guided FY27 capex ₹1,100–1,300 Cr → ₹621 Cr spent H1 (= PARTIAL)
Missed
- Guided two 225 KL blocks H2/Q3 FY27 → second block slipped to Q3 FY28 (= MISS)
- Guided 1,150 KL capacity by FY27 → second block slip; total undisclosed (= MISS)
Earnings Call Transcript filed with NSE, NSE: SAILIFE. Summary written with AI assistance from the document.
Sai Life Science Ltd: key numbers
- Share price
- ₹1,785.10
- Market cap
- ₹37,928 Cr
- Revenue (annual)
- ₹2,192 Cr
- Net profit (annual)
- ₹348.9 Cr
- P/E (TTM)
- 100.8×Sector 43.0×
- Promoter holding
- 34.50%-0.03% QoQ
- FII holding
- 19.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sai Life Science Ltd
All →Sai Life Science Investor Presentation: Key Takeaways
H1 FY27 revenue ₹1,213 Cr (+17% YoY), EBITDA ₹335 Cr (28% margin), PAT ₹172 Cr (+19%). Q2 revenue ₹659 Cr (+23%). Strategy: integrated CRDMO, larger strategic pharma engagements, ₹621 Cr H1 capex.
Sai Life Science Results Update
Sai Life Sciences posted Q2 FY27 revenue growth of 23% YoY, with H1 PAT up 19% to ₹172 Cr. The company incurred ₹621 Cr capex in H1.
Sai Life Science Employee Stock Options
Sai Life Sciences allotted 108,005 ESOP equity shares, taking paid-up capital to Rs.21.26 Crore. No stated consideration means no event value.
Sai Life Science Management Change
Sai Life Sciences appointed three senior management personnel effective 5 November 2026. The appointees include Sidhartha Das as Senior Vice President and Head of Human Resources.
Sai Life Science Q2 FY27 Results: Net Profit ₹98.3 Cr, Up 17.3% YoY
Sai Life Science Ltd reported revenue from operations of ₹658.6 Cr (+22.5% YoY) and net profit of ₹98.3 Cr (+17.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹98.3 Cr · +17.3% YoY
Sai Life Science Employee Stock Options
Sai Life Sciences allotted 54,500 equity shares upon the exercise of employee stock options under its ESOP 2008 plan, increasing the total paid-up share capital.