Sai Life Sciences Ltd. · NSE:SAILIFE
Sai Life Sciences — Q3 FY2026 Earnings Presentation
38 slides from Sai Life Sciences's earnings presentation, Feb 6, 2026
Slide 1: Exchange filing cover letter
06 February 2026 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 thi
Slide 2: Sai Life Sciences Limited Investor Presentation
Sai Life Sciences Limited Investor Presentation February 06, 2026
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: Executive Summary
“ Sai Make it better together Executive Summary
Slide 5: Message from Managing Director & CEO
Message from Managing Director & CEO “ Q3 FY26 marked continued progress in building Sai Life Sciences into a science-led, globally relevant CRDMO. During the quarter, we strengthened our technology platforms through greater adoption of digital, AI-enabled and modern chemistry approaches, enhancing
Slide 6: Message from Whole-time Director and Chief Financial Officer
Message from Whole-time Director and Chief Financial Officer “ We have delivered a robust growth in Q3FY26 which outperformed the broader CRDMO industry trend, with improved operating performance, driven by disciplined execution and healthy momentum across our businesses. For the quarter, total reve
Slide 7: Business Highlights
Business Highlights Global macros continue to favour India as an outsourcing destination • Significant increase in strategic conversations with large pharma innovators; expect a healthy growth trend to continue into the next year CRO Business Growth and Technology Advancement • The CRO business cont
Slide 8: Business Highlights
Business Highlights AI & Digital Platforms • Working on building out an end-to-end AI-driven pharma services business to sustain competitive advantage; details to be shared at an appropriate time • Applied AI driven retrosynthetic analysis to ML generated compounds, accelerating route design and imp
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 (%) 77.0% 34.4% 556 72.5% 18.0% 28.3% 191 429 440 319 12.2% 124 27% 34% 54% 86% 100 YoY YoY YoY YoY 54 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY2
Slide 10: Consolidated Financial Highlights (Nine Months)
Consolidated Financial Highlights (Nine Months) Revenue (₹ Cr) Material Margin (₹ Cr) and Margin (%) EBITDA (₹ Cr) and Margin (%) PAT (₹ Cr) and Margin (%) 1,590 73.3% 74.3% 29.7% 15.4% 23.7% 1,181 472 1,115 817 7.3% 245 264 43% 45% 79% 199% YoY YoY YoY YoY 82 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY
Slide 11: Sustained Growth Momentum with Expanding Profitability
Sustained Growth Momentum with Expanding Profitability (Consolidated) 25% 30% 20% 24% 15% 15% Positioned to 1,590 achieve 15-20% 1,695 1,465 revenue CAGR over 1,217 1,115 3-5 years* & 28 - 30% 870 EBITDA margins in the next 2-3 years* FY22 FY23 FY24 FY25 9MFY25 9MFY26 IPO Revenue (₹ Cr) EBITDA Margi
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: 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 32: 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 33: 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 34: Annexure
“ Sai Make it better together Annexure
Slide 35: Consolidated Statement of Profit and Loss
Consolidated Statement of Profit and Loss Particulars (₹ Cr) Q3FY26 Q2FY26 Q3FY25 9MFY26 9MFY25 FY25 Revenue from operations 556 537 440 1,590 1,115 1,695 Other income 5 5 4 17 11 18 Total income 561 543 444 1,607 1,126 1,712 Expenses Cost of materials consumed and changes in inventories 128 140 121
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.