Whalesbook
Q3 FY26 mein Company ne kaise kamaal kiya?
Dekho, Q3 FY26 mein Sai Life Sciences ka revenue 27% saal-dar-saal badh kar ₹556 Crore raha, jo pichhle saal isi quarter mein ₹440 Crore tha. Ismein Contract Development and Manufacturing Organisation (CDMO) segment ne 31% ka jump maara, ₹361 Crore tak pahunch gaya, aur Contract Research Organisation (CRO) segment 19% badh kar ₹195 Crore ho gaya.
Profitability mein bhi toofani tezi!
Company ka EBITDA 54% zyaada tha, ₹191 Crore raha, jisse EBITDA margin 34.4% ho gaya, matlab company har ₹100 ki sale par ₹34.4 kama rahi hai, jo pichhle saal se 605 basis points zyaada hai. Aur Profit After Tax (PAT) toh 86% bhadka, ₹100 Crore ho gaya, jisse PAT margin 18.0% par pahunch gaya.
9 Mahine (9M FY26) ka performance bhi solid!
Agar hum 9 mahine ki baat karein, toh revenue 43% badh kar ₹1,590 Crore ho gaya. CDMO segment ne yahaan bhi 55% ka growth dikhaya. EBITDA 79% badh kar ₹472 Crore raha aur EBITDA margin 30.0% par aa gaya. PAT mein toh jhanjhanahat 199% ki growth mili, ₹245 Crore ho gaya!
Investments aur Capacity Build-up
Company future ke liye bade steps le rahi hai. Pichhle 9 mahino mein Capex par ₹405 Crore kharch kiye hain. Reactor capacity ko 700 KL se badha kar 2026 tak 1,150 KL karne ka plan hai. Iske alawa MedChem facilities, R&D labs aur peptide plants mein bhi invest kar rahe hain. Ye sab technology aur AI/Digital Platforms par focus karne ke liye hai. Kuch adjustments bhi the, jismein ₹8 Cr ka exceptional loss aur ₹16 Cr ka reversal bhi tha.
Aage kya hone wala hai? (Outlook)
Management ka kehna hai ki agli 3-5 saal mein revenue 15-20% CAGR se badhega, aur EBITDA margins 2-3 saal mein 28-30% tak pahunch jayenge. Current performance dekh kar lagta hai ki company apne goals achieve kar legi. Bas capacity expansion time par ho jaaye aur clients badhte rahein, toh investors ke liye mazaa hi mazaa hai.