In an interview with CNBC-TV18, San Life Sciences’ MD & CEO Krishna Kanumuri said that the contract development and manufacturing organisation (CDMO) sector primarily serves innovators, who do not make long-term strategic decisions based on short-term price fluctuations. “At this point, we believe it’s going to be business as usual,” he stated, dismissing concerns over any major disruption from tariff changes.
Kanumuri highlighted that Sai Life Sciences continues to witness strong demand, benefiting from structural trends like the China Plus One strategy and increased global de-risking in supply chains. The momentum in customer engagements and long-term contracts has only strengthened in recent months. “If anything, the trend has accelerated rather than declined,” he said, reinforcing a bullish outlook on the company’s growth prospects.
Sai Life Sciences expects its contract research organisation (CRO) business to gain further traction with the ramp-up of its five-year collaboration with Schrödinger. This contract not only validates the company’s ability to build dedicated, fully integrated research facilities but also sets the stage for larger collaborations in the discovery and development space.
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Sai Life targets higher growth than industry over next few years
The company projects a robust revenue trajectory, targeting a 15-20% topline compound annual growth rate (CAGR) over the next three to five years, alongside margin expansion from 24% to 28-30% earnings before interest, taxes, depreciation and amortisation (EBITDA).
The market capitalisation of Sai Life Sciences is around ₹14,494.11 crore. Its shares have gained close to 3% in the past month.
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For the entire interview, watch the accompanying video
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(Edited by : Unnikrishnan)
