Sai Life Sciences

“Importantly, we do not expect this change in timelines to affect our ability to meet our revenue commitments in fiscal '28.”

“As we had indicated in our earlier calls, we expect the second half of FY27 to be stronger than the first half.”

“Without getting into the number, I would say that the visibility is good, and we expect to have a stronger quarter.”

“We remain confident of achieving our stated long-term growth and EBITDA projections.”

“We have also commenced the design work on our new manufacturing site in Telangana. The planning and design process is progressing, and we currently expect to break ground in Q4 of fiscal '27.”

“We expect to break ground in January, February. We've given a Q4 timeline to actually break ground once the master plan is done.”

“I think when we are ready with some numbers, we will come back to investors and provide this, but I think suffice to say, just based on opportunities we see, we should see a strong capex cycle for the next couple of years.”

“The land parcel is bigger than our current site in Bidar, so it can be up even a capacity higher than what we have here, but we will have multimodalities there.”

“That's what we've indicated, I think, earlier in the last quarter Q&A, and I think that guidance remains.”

“This is an important addition to our manufacturing capacity and is expected to be revenue accretive in the current year.”

“We said it will come in the third quarter of FY28. We were saying that it is going to be end of Q4, which is Q1 of FY28. Now Q1 is moving to Q3.”

“There was some other capacity or capability that was needed for a couple of the large pharma, so we prioritized that over this, because we were going to build this in any way in March, and then we looked at our pipeline.”

“So Rahul, on the first peptide development lab has been commissioned. That is, as what we discussed in the last call, has been commissioned. The additional peptide development labs that we are talking is in the process of construction, and that we believe will come in the next few months.”

“We are already adding at this point in time.”

“During the quarter, we successfully started integrated discovery programs with two large pharma customers, building on the efforts I outlined during our last investor call.”

“Over the quarter, we added one molecule to our late-phase pipeline, while one molecule moved from late-phase to commercial.”

“We have stated that we have 14 programs in late phase, and then we have 34 programs that are commercial.”

“We had a very minimal pharma presence a few years ago, and today, as of 2026 endwe had a CRO split for pharma at 40%, and these two important factors have led to our growth on the CRO side.”

“Obviously, yes. There will be growth.”

“Discussions are progressing with a few more large pharma customers, and we see encouraging potential to deepen these relationships over time.”

“We also witnessed an uptick in enquiries from Biotech customers, that points to a revival in the biotech sector. Many of these enquiries are for integrated engagements in new modalities, specifically peptides.”

“I think AI impact on discovery services will not be significant, because end of the day, I think no matter what the design is, you have to continue to make the molecules and test the molecules.”

“Still, the proof is not yet out in terms of effectiveness in discovery, but nobody so far has seen a downward shift in our external sourcing budgets.”

“For the last 10, 15 months, I think the growth in pharma has been a big factor in terms of driving our overall growth.”

“EBITDA for the quarter was 28% of the revenue and was in line with the year-on-year margin trajectory. For the first half, EBITDA margins stood at 28%.”

“On the cost front, we have seen a modest increase in raw material costs, particularly certain solvents and chemicals, arising from the ongoing Middle East situation.”

“We are also working with customers to recover these incremental costs. We expect the impact to be managed through these recovery mechanisms over time.”

“I think we have a fairly comfortable leverage at this time. We will use that leverage to our benefit,”

“With respect to future raises, it is kind of too early to comment, but our fundamental thesis will generally remain the same.”

“The only commitment we've given to the market is we will not starve the business of capex, and if we need to come back to the market or take debt, we will do both of it.”

“Our turnover at the senior level and mid-level is extremely low, so I don't think that's really a concern for us.”

“While this has created some cost pressure, our proactive supply chain management has ensured continuity of material availability.”

“Again, look, it may or may not mature as well. There is a conversation. They might not mature.”

“At this point in time, I think we announced at the end of last year, the largest customer was around 12%.”

“we do not believe and we do not have a complete commitment on any plant.”

“In the U.S., the proposed rules under the COINS Act seek to introduce additional restrictions on certain U.S. investments involving Chinese biotechnology companies.”

“For Q2 FY27, our revenues grew by 23% year-on-year, with the CDMO business growing by 20% and the CRO business growing by 28%.”

“For the first half of fiscal '27, overall revenue growth stands at 17% year-on-year. The CRO and the CDMO businesses contributed to 38% and 62% of the half-yearly revenue, respectively.”

“During the last investor call, we had announced our first end-to-end integrated collaboration with a top-tier market-cap pharma company. We have since commenced operations with this customer.”

“Building on this success this quarter, we have converted another large pharma relationship into a similar strategic engagement.”

“at the end of September, we are around 4,400 people.”