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Sai Life Sciences
SectorHealthcare
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The Quarter story
The two most recent quarterly results, compared side-by-side.
Sai Life Sciences shows steady cost control and stronger CRO demand, though profits and margins are cooling after a strong peak.
CRO revenue share grows from 37% to 40% from Q1 FY26 to Q1 FY27 — stronger demand for research services
Consolidated revenue eases from ₹496 to ₹554 from Q1 FY26 to Q1 FY27 — seasonal order pacing after a Q4 peak
Finance costs fall from ₹12 to ₹8 from Q1 FY26 to Q1 FY27 — improved debt management
EBITDA margin contracts from 25% to 27% from Q1 FY26 to Q1 FY27 — cost normalization after a 34% peak in Q3
Forex impact improves from a ₹4 loss to a ₹1 gain from Q1 FY26 to Q1 FY27 — stabilized currency exposure
Profit after tax falls from ₹60 to ₹73 from Q1 FY26 to Q1 FY27 — seasonal earnings dip from a Q3 high
Capital work in progress rises from ₹134 to ₹263 from Q1 FY26 to Q1 FY27 — ongoing facility upgrades
EBITDA drops from ₹125 to ₹148 from Q1 FY26 to Q1 FY27 — temporary margin pressure after Q3 peak
Company insights, generated from the most recent coverage.
Interest coverage of 13–17x means Sai can absorb a large step-up in borrowings without stressing earnings — far more headroom than Jubilant Pharmova's 5.1x.
65% capacity utilisation leaves 35% headroom, so new capacity can be absorbed as revenue compounds 15–20%, with margins expanding toward 28–30% as utilisation climbs to 80–85%.
FY27 capex is split ~75% capacity / ~25% capability-AI, and by business 70% CDMO / 30% CRO — a clear tilt toward manufacturing scale-up over discovery.