Sai Parenterals earnings calls.

Sai Parenterals delivered a transformational FY26 with consolidated revenue of Rs 381 croreCurrent reported value: Rs 381 crore. No comparable prior figure is available in the source record. (133Current reported value: 133. No comparable prior figure is available in the source record.% YoY growth) following the November 2025 acquisition of Numed Pharmaceuticals. The Q4 standalone business showed strong momentum with 30% revenue growthCurrent reported value: 30% revenue growth. No comparable prior figure is available in the source record. to Rs 162 crore and 60% PAT growthCurrent reported value: 60% PAT growth. No comparable prior figure is available in the source record. to Rs 17 crore. Management guided for FY27 revenue of Rs 750 croreCurrent reported value: Rs 750 crore. No comparable prior figure is available in the source record. with 17% EBITDA margin, underpinned by long-term CDMO contracts (50%Current 50%. Reported change: Long-term contracts.+ revenue from regulated markets), 67Current 67. Reported change: Launch expected FY27-28. dossiers under development, and the Adelaide facility commissioning by Q4 FY27. The Rs 440 crore capex programCurrent reported value: Rs 440 crore capex program. No comparable prior figure is available in the source record. remains on track but will not contribute to FY27 earnings as facilities commission late in the year. FY28 is positioned as the inflection point when vertical integration (internalizing Numed's outsourced manufacturing), operating leverage, and IP monetization drive margin expansion. Key risks include Adelaide plant ramp-up execution, integration execution between entities, and AUD 40 million remaining capex deployment in Australia.