Image Source: Telangana Today
Sai Life Sciences Limited, a leading integrated Contract Research, Development and Manufacturing Organization (CRDMO), has reported a remarkable 77% year-on-year revenue growth for the first quarter of FY26. The company’s revenue from operations rose to ₹496 crore in Q1FY26, up from ₹280 crore in Q1FY25, driven primarily by robust performance in its CDMO segment and strategic capacity expansion.
This surge marks one of the strongest quarterly performances in the company’s history and reflects its growing stature as a preferred partner for global pharmaceutical and biotech firms seeking end-to-end drug development solutions.
Financial Highlights
Sai Life Sciences’ Q1FY26 results showcase a dramatic improvement across all key financial metrics:
Revenue from Operations: ₹496 crore (up 77% YoY)
EBITDA: ₹125 crore (up 305% YoY)
EBITDA Margin: 25% (up from 11% YoY)
Profit After Tax (PAT): ₹60 crore (up from a loss of ₹13 crore YoY)
PAT Margin: 12% (up from -5% YoY)
The company also invested ₹134 crore in capital expenditure during the quarter, underscoring its commitment to scaling operations and enhancing scientific capabilities.
Business Expansion & R&D Milestones
Sai Life Sciences has aggressively expanded its infrastructure to support growing demand and complex drug development needs. Key developments in Q1FY26 include:
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Commercial launch of Bidar Unit IV (PB-11 Phase II), adding ~91 KL capacity and bringing total manufacturing capacity to ~700 KL
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Inauguration of a Peptide Research Center at its Hyderabad R&D campus, strengthening capabilities in complex peptides and emerging modalities
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Opening of a 10,300 sq. ft. Biology facility with multiple labs to enhance discovery offerings
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Groundbreaking of a new Process R&D Block at Unit 2 Hyderabad, nearly doubling PRD capacity and adding capabilities in early-phase peptide development and clinical formulations
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Commencement of construction for an additional 200 KL production capacity at Bidar, expected to be ready by Q3FY27
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Onboarding of 253 scientists and technical staff to support scaling and innovation
These initiatives reflect the company’s proactive approach to evolving industry demands and its ambition to become a global innovation hub for drug development.
Leadership Commentary
Commenting on the performance, Mr. Krishna Kanumuri, Managing Director and CEO of Sai Life Sciences, said:
“We have begun FY26 on a strong footing, delivering healthy performance across our Discovery, Development, and Commercial Manufacturing businesses. This momentum reflects the growing trust and deepening engagement we share with our global pharma clients—relationships that continue to anchor us through macroeconomic uncertainty and broader industry cycles.”
He emphasized the company’s focus on investing in infrastructure and scientific depth to support complex and emerging modalities, particularly in peptide chemistry and biology.
Industry Outlook
The global CRDMO industry is undergoing a transformation, with pharmaceutical companies diversifying supply chains and seeking strategic partners beyond China. India, with its scientific talent and cost advantages, is emerging as a key player in this shift.
Sai Life Sciences is well-positioned to capitalize on these trends, thanks to its integrated service model, expanding global footprint, and sustained investments in technology and talent.
Sources: GlobeNewswire, FinanceSaathi, Sai Life Sciences Earnings Presentation – Q3FY25
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