Sai Life Sciences Limited, a leading Contract Research, Development and Manufacturing Organization (CRDMO), announced an impressive financial performance for the quarter ended 30 June 2025 (Q1FY26), showcasing both strong revenue growth and significant operational expansion.

Exceptional Revenue and Profit Growth

The company reported Revenue from Operations of ₹496 crore in Q1FY26, a 77% increase compared to ₹280 crore in Q1FY25. This growth was primarily driven by the Contract Development and Manufacturing Organization (CDMO) segment, which saw a massive 113% year-on-year increase.
The EBITDA rose sharply to ₹125 crore, marking a 305% YoY growth, with EBITDA margins expanding to 25% from 11% a year earlier. Net profit (PAT) jumped to ₹60 crore, compared to a loss of ₹13 crore in the same quarter last year. This performance reflects scale efficiencies, improved productivity, and strong client engagement.

Capital Investment and Capacity Expansion

During Q1FY26, Sai Life Sciences invested ₹134 crore in capital expenditure, focusing on infrastructure upgrades and R&D capabilities:

• Bidar Unit IV (PB-11 Phase II) began commercial operations, adding ~91 KL capacity, bringing total manufacturing capacity to ~700 KL.

• Inaugurated a Peptide Research Center at the Hyderabad R&D campus to enhance capabilities in complex peptides and emerging modalities.

• Opened a 10,300 sq. ft. Biology facility with multiple laboratories, strengthening discovery offerings.

• Started construction of a new Medicinal Chemistry block with 200 fume hoods.

• Broke ground for a new Process R&D Block at Unit 2 Hyderabad, which will nearly double PRD capacity and enhance capabilities in early-phase peptide development and clinical formulations.

• Commenced work on an additional 200 KL production capacity at Unit IV, Bidar, to be ready by Q3FY27.

Business Strategy and Market Outlook

CEO Krishna Kanumuri highlighted that FY26 started on a strong note with healthy performance across discovery, development, and manufacturing. He emphasized that global pharma client trust and deep collaborations have been key drivers despite broader economic uncertainties.
The company's focus on complex and emerging drug modalities such as peptides, ADCs, and oligonucleotides aligns with evolving pharmaceutical innovation trends.

CFO Siva Chittor attributed the margin improvements to operating leverage, scale efficiencies, and productivity gains. He expressed optimism about sustaining growth with continued technology investments, talent onboarding, and strengthening of client partnerships.

Operational Excellence

• Onboarded 253 scientists and technical staff in Q1FY26 to support business scaling.

• Enhanced capabilities in integrated drug discovery, process optimization, and commercial-scale production.

• Focused on maintaining high safety, compliance, and quality standards.

Earnings Call Details

The company scheduled an earnings call on August 8, 2025, at 4:00 PM IST for analysts and investors to discuss financial and business performance.

About Sai Life Sciences

Headquartered in Hyderabad, India, Sai Life Sciences collaborates with global pharmaceutical and biotech innovators to accelerate the discovery, development, and commercialization of new medicines. Their integrated services span medicinal chemistry, process development, manufacturing, and advanced technology platforms.

This Q1FY26 performance reflects strong growth momentum, aggressive infrastructure expansion, and a strategic push towards complex drug development capabilities. With robust financial health and global client trust, Sai Life Sciences is positioning itself as a leading CRDMO player in the life sciences sector.

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