• Global CDMO tailwinds: U.S. pharma diversification away from Chinese players is driving increased demand toward India, with Sai Life Sciences well-positioned through partnerships with 19 of the top 25 global pharma companies.
• Capex and funding: The company's ₹1,100 to ₹1,300 crore capex target will be funded via internal accruals and debt, with new facilities taking 18–20 months to build and coming online by the end of the financial year.
• Big pharma contribution: Revenue share from global big pharma clients expanded from 28% to 49% over four years as large clients shifted both CDMO and CRO requirements to Indian partners.
• Late-stage pipeline: Phase 3 and pre-registration molecules increased from 6 to 11 as international pharma companies increasingly look to India for commercial manufacturing rather than just clinical supplies.
• Revenue growth outlook: The company reiterated a 15% to 20% revenue CAGR target, with FY27 performance expected to be heavily weighted in the second half as new capacity additions become operational.