SAI LIFE SCIENCES LIMITED

During the Q1 FY27 earnings conference call held on August 7, 2026, management reported a 12% year-over-year revenue growth, driven by a 26% increase in the CRO segment. Management expressed confidence in the company's growth trajectory, highlighting the importance of expanding capacity in the second half of the year. They noted that geopolitical factors have made India a key player in clients' diversification strategies. The company is transitioning from a small molecule CRDMO to a technology-led, multi-modality partner, with significant investments in R&D and new capabilities, particularly in peptides and formulation. The CFO, Siva Chittor, reported a healthy balance sheet and emphasized the importance of long-term relationships with clients, with over 90% of revenue coming from returning customers. Management set a long-term revenue growth goal of 15% to 20% and an EBITDA range of 28% to 30%.

Management highlighted strong revenue growth and positive developments in business capabilities.