ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Cohance Lifesciences earnings call we streamed: the live audio and our summary of what management said.
Q2 revenue rose about 13% QoQ to ₹477 Cr and adjusted EBITDA reached about ₹46 Cr (~10% margin), but both remain below last year. H2 YoY growth is promised without figures, and FY27 specialty chemicals guidance was cut…
Q2 revenue rose about 13% QoQ to ₹477 Cr and adjusted EBITDA reached about ₹46 Cr (~10% margin), but both remain below last year. H2 YoY growth is promised without figures, and FY27 specialty chemicals guidance was cut to decline.
H2 FY27 YoY revenue and EBITDA growth expected, with no figures given. Specialty chemicals FY27 revenue guided to decline YoY.
Cohance reported its lowest-ever quarter, plagued by customer shipment phasing and biotech funding delays, resulting in a 23% revenue decline. Management frames this as a trough, banking on H2 recovery through restocked commercial molecules.
Management is navigating a transition phase with significant revenue and margin pressure due to destocking and site disruptions. New CEO Umang Vohra focuses on embedding the company into global new drug value chains.
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