Slide 1: Exchange filing cover letter
07 November 2025 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Dalal Street Complex, Bandra (E), Mumbai – 400 051 Mumbai – 400001 NSE Scrip Symbol: SaiLife BSE Scrip Code: 544306 Sub: Investor Presentation for the qua
Slide 2: Sai Life Sciences Limited Investor Presentation
Sai Life Sciences Limited Investor Presentation November 07, 2025
Slide 3: Safe Harbour
Safe Harbour Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "
Slide 4: The CRDMO industry is a Service Business with value drivers different from generic pharma
The CRDMO industry is a Service Business with value drivers different from generic pharma companies • R&D investments in drug discovery / development program translate to revenue opportunities for CRDMOs – irrespective of whether it receives “As a CRDMO, our value doesn’t hinge on approval or not dr
Slide 5: Executive Summary
“ Sai Make it better together Executive Summary
Slide 6: Message from Managing Director & CEO
Message from Managing Director & CEO “ We are pleased to report another strong quarter, supported by healthy demand across our discovery, development, and manufacturing services. The performance was driven by consistent execution, growing client relationships, and continued traction in late-stage an
Slide 7: Message from Whole-time Director and Chief Financial Officer
Message from Whole-time Director and Chief Financial Officer “ We sustained our positive momentum this quarter, maintaining growth across our business and keeping Sai Life Sciences firmly on track toward its long-term aspirations. Total revenue for Q2FY26 stood at ₹537 Cr, up 36% year-on-year, drive
Slide 8: Business Highlights
Business Highlights Deepening Capabilities In New Technologies and Modalities • “Following-the-molecule” in peptides, the company is complementing existing discovery capability with development and scale-up capability. • Successfully completed photo-flow chemistry scale-up at plant scale for a large
Slide 9: Consolidated Financial Highlights (Quarterly)
Consolidated Financial Highlights (Quarterly) Revenue (₹ Cr) Material Margin (₹ Cr) and Margin (%) EBITDA (₹ Cr) and Margin (%) PAT (₹ Cr) and Margin (%) 73.7% 73.9% 29.0% 15.6% 537 27.5% 397 156 10.5% 396 291 36% 36% 109 43% 102% YoY YoY YoY 84 YoY 42 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY2
Slide 10: Consolidated Financial Highlights (Half Yearly)
Consolidated Financial Highlights (Half Yearly) Revenue (₹ Cr) Material Margin (₹ Cr) and Margin (%) EBITDA (₹ Cr) and Margin (%) PAT (₹ Cr) and Margin (%) 73.8% 72.8% 14.0% 1,034 27.2% 753 281 20.7% 4.1% 675 498 144 53% 51% 101% 415% YoY YoY 140 YoY YoY 28 H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26
Slide 11: Sustained Growth Momentum with Expanding Profitability
Sustained Growth Momentum with Expanding Profitability (Consolidated) 27% 25% 21% 20% 15% 15% Positioned to 1,695 achieve 15-20% 1,465 revenue CAGR over 1,217 1,034 3-5 years & 28 - 30% 870 EBITDA margins in 675 the next 2-3 years FY22 FY23 FY24 FY25 H1FY25 H1FY26 IPO Revenue (₹ Cr) EBITDA Margin (%
Slide 12: Company Overview
“ Sai Make it better together Company Overview
Slide 13: Sai Life Sciences: At a Glance
Sai Life Sciences: At a Glance 25+ Years of Expertise Global Partner of Choice Expansive Infrastructure Innovation-Led Growth Founded in 1999, Sai Life Trusted by 300+ global clients, World-class R&D and Focused investments in next- Sciences has transformed into including 18 of the top 25 global man
Slide 14: Key Highlights
Key Highlights One-stop 25+ platform 3,400+ 300+ Years of experience for discovery, Total employees Active customers across US, UK, EU, (Incorporated in 1999) development and manufacturing Japan USFDA, PMDA Diverse 10+ 100% successful track record of therapy areas 18/25 Oncology, CNS, Inflammation,
Slide 15: Global Presence
Global Presence Research laboratories for discovery and development located near overseas innovation hubs in Greater Boston, US and Manchester, UK, complemented by large-scale research laboratories and manufacturing facilities in cost competitive locations in India Sai Facilities Presence Process R&
Slide 16: Our Growth Journey
Our Growth Journey 1999 - 2008 2009 – 2013 2014 – 2018 2019 – 2023 2024 – Present Founding & CDMO CDMO Consolidation, Globalization, Scaled-up Increasing Capacity & Early Biotech Foray Pivot Biology Foray Integrated CRDMO Strengthening New-Age Modalities • Incorporated in 1999; began as a • First US
Slide 17: A leading CRDMO with scaled operations across both verticals
A leading CRDMO with scaled operations across both verticals Sai Life Sciences operates as both a CRO and a CDMO, offering an end-to-end platform for global pharmaceutical and biotech companies Phase 1 Phase 2 Phase 3 Seamless Integration – One-stop solution from research to DISCOVERY DEVELOPMENT MA
Slide 18: Discovery Services (CRO)
Discovery Services (CRO) Consistent Revenue Growth (₹ Cr) 626 497 Client Stickiness Dedicated Facility Modalities Expansion 467 274 189 >65% Revenues from Among the few CROs Expanding capabilities customers in FY23-25 with a dedicated facility in ADCs, TPDs, FY21 FY22 FY23 FY24 FY25 who availed more
Slide 19: Discovery Services: Scaling Innovation, Driving Impact
Discovery Services: Scaling Innovation, Driving Impact >65% of Discovery programs are now integrated, with active use of next-gen biology, automation, and AI to accelerate development and improve outcomes Expanded Core Colocalized & Tech-Enabled Drug Specialized Next-Gen Capabilities Global Teams Di
Slide 20: CMC Services (CDMO)
CMC Services (CDMO) • End-to-End capabilities from IND through to commercialization Consistent Revenue Growth (₹ Cr) • Focus on Complex Chemistry, ADC Payloads & Linkers • Modern, GMP-compliant facilities across UK and India • Flexibility to support both small-scale clinical supplies and large-scale
Slide 21: New Modalities: Fortifying foundation to build scale
New Modalities: Fortifying foundation to build scale Peptides Antibody-Drug Conjugates Complement peptide discovery with Enhancing conjugation in Discovery; New Modalities Revenue Contribution (%) upgrading to class 6 containment for process and scale-up facilities for clinical supplies; focus on co
Slide 22: Our Strengths
“ Sai Make it better together Our Strengths
Slide 23: Strategic Growth Levers & Competitive Edge
Strategic Growth Levers & Competitive Edge Expanding Capacity & Technology-Driven Talent & Innovation Capabilities Efficiency Culture Deeper Customer Global Footprint, Local Quality & Sustainability Engagement Advantage Leadership 22
Slide 24: Information Technology - Driven Excellence: Digitization & Beyond
Information Technology - Driven Excellence: Digitization & Beyond Digitization Digitalization Digital Transformation 2017 onwards 2022 onwards 2023 onwards Converting data, documents and processes Use of digitized data for effective monitoring integration of digital technologies into all from paper/
Slide 25: Global-Standard Operations, End-to-End
Global-Standard Operations, End-to-End Quality Assurance Sustainability Leadership Safety & EHS Leadership • 285+ QA/QC professionals • 89% renewable energy at Bidar • Embedded Process Safety from across sites site quote to execution phase; • Integrated e-systems: LIMS, e- • Zero Liquid Discharge: w
Slide 26: Key Drivers for Growth
Key Drivers for Growth Scaling Capacity & Infrastructure Diversifying Portfolio Scientific & Talent Leadership • The company continue to make strategic • 36 active molecules* –30 commercial, • Driving global program transfers to India capital investments in line with its annual with 6 Phase III / pr
Slide 27: Expansion Plans
“ Sai Make it better together Expansion Plans
Slide 28: Capacity Expansion Underway: Scaling from 700 KL to 1,150 KL by 2026
Capacity Expansion Underway: Scaling from 700 KL to 1,150 KL by 2026 PB 14 & 15 Reactor Intermediate PB 11 Intermediate capacity Block in 5.9 block & unit 06 in KL Acre U4 ext animal health API 1,400 block PB 10 high potency & PB 12 amidite 1,200 blocks 1,150 PB08 Intermediate 1,000 PB09 clean room
Slide 29: CMC Process R&D Block
CMC Process R&D Block Sai Life Sciences has commenced construction of a new CMC Process R&D Center at its Hyderabad campus, targeted for completion by September 2026. The facility will double Process R&D capacity. Designed to support both FTE and DPC engagement models, it will offer flexible collabo
Slide 30: Industry Overview
“ Sai Make it better together Industry Overview
Slide 31: Global CRDMO Industry Set to Cross USD 300 Bn by 2028
Global CRDMO Industry Set to Cross USD 300 Bn by 2028 Global CRDMO Market (USD Bn) Global CRDMO Market by Modality (USD Bn) With growing investments 303 in Peptides, Oligos & 77 196 ADCs, Sai Life Sciences is 44 Large molecule positioned to capture 127 Small molecule 21 225 growth in the fastest- 15
Slide 32: India Rising as a Strategic CRDMO Hub
India Rising as a Strategic CRDMO Hub Indian CRDMO Market (USD Bn) Global CRDMO Market by Modality (USD Bn) Sai Life Sciences is 14 1 scaling capacity, innovation, and specialty 7 Large molecule modalities to leverage 1 13 Small molecule 4 India’s rising global 0 7 4 CRDMO share and China- to-India
Slide 33: Annexure
“ Sai Make it better together Annexure
Slide 34: Consolidated Statement of Profit and Loss
Consolidated Statement of Profit and Loss Particulars (₹ Cr) Q2FY26 Q1FY26 Q2FY25 H1FY26 H1FY25 FY25 Revenue from operations 537 496 396 1,034 675 1695 Other income 5 6 4 11 7 18 Total income 543 502 399 1045 682 1712 Expenses Cost of materials consumed and changes in inventories 140 141 104 281 177
Slide 35: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (₹ Cr) Mar 25 Sept 25 Equity and Liabilities (₹ Cr) Mar 25 Sept 25 Non Current Assets Equity Property, Plant, and Equipment 1,185 1,337 Equity Share Capital 21 21 Right of Use of Assets 292 276 Reserves and Surplus 2,108 2,249 Capital Work in Progress 124 115 Total
Slide 36: Awards Certificates & Accreditations
Awards Certificates & Accreditations ISO 14001:2015, ISO 45001:2018 Certificate of Registration: Affiliations with Leading Industry & ISO 50001:2018 certification Information Security Management organizations: System – ISO/IEC 27001:2013 Signatory of United Nations Eco Vadis Silver Medal CII-SR EHS
Slide 37: Glossary
Glossary APIs Active pharmaceutical ingredients Biotechnology companies, often referred to as biotech companies, are largely startups in the pharmaceutical sector which typically focus on developing innovative drugs and drug Biotechs development technologies to address unmet medical needs Blockbuste
Slide 38: Thank You
Thank You For more details please contact: Investorrelation@sailife.com © Sai Life Sciences Limited. L4, SLN Terminus, Gachibowli, Hyderabad 500032, Telangana, India.