• Discovery business mix: The Discovery segment contributes 35% of total revenue, with a mix of 40% Pharma and 60% Biotech driven by Big Pharma diversification under the China plus 1 trend.
• AI adoption impact: While AI tools aid in designing complex molecules, physical chemical synthesis and regulatory testing remain essential, leading the company to deploy AI internally to boost scientist productivity.
• Peptide capacity expansion: Sai is establishing a pilot-scale peptide facility by late FY25 or early next year, followed by a large-scale commercial manufacturing plant slated for completion by 2028.
• Growth and margin guidance: The company reaffirmed its 3- to 5-year revenue growth guidance of 15–20% and expects full-year EBITDA margins to exceed 28% as higher second-half revenues absorb fixed costs.