Sai Parenterals Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Sai Parenterals reported Q1 FY'27 consolidated revenue of Rs. 182 crores with EBITDA of Rs. 27 crores at a 14.9% margin, and management attributed a sequential margin gain to price revision recovery lags unwinding, offset partly by air freight costs incurred in Australia due to disruption in shipments from the Indian contract manufacturing network. The Board approved redeploying Rs. 101.85 crores of IPO proceeds, originally earmarked for capacity upgradation and an R&D center, toward 60% stakes in Saicriti Pharma and Prathyak Laboratories, citing a Telangana government policy restricting upgradations within the outer ring road. Management reiterated full-year guidance of Rs. 750 crores revenue at approximately 17% EBITDA margin for FY'27, describing the year as weighted toward the second half.
Sai Parenterals reported its first earnings call as a listed company, discussing FY26 results and the acquisition of Australia-based Noumed Pharmaceuticals completed on 12th November 2025. Standalone FY26 revenue grew 30% to about INR162 crore while consolidated revenue rose to INR381 crore including partial-year Noumed contribution. Management outlined a INR440 crore capex program across India and Australia and set out targets for FY27 revenue and EBITDA margin.