| Revenue growth | FY26 revenue declined 13% YoY to ₹22.68 billion. |
|---|---|
| Margins | EBITDA margins compressed to 21% from 24.6% on a standalone basis. |
| Order book | Phase 3 pipeline expanded to 10 programs; 140 active CDMO projects. |
| Demand visibility | Visibility remains low for H1 FY27 but improves for H2 recovery. |
| Management confidence | Balanced, focused on structural recovery after a weak transitional year. |
Growth
FY26 revenue declined 13% YoY to ₹22.68 billion; underlying Pharma CDMO growth was early single digits.
Outlook
Recovery expected from H2 FY27; FY27 capex planned at ₹3 billion for ADC and oligonucleotide infrastructure.
Risks
High customer concentration risk; significant impact from destocking of two large commercial molecules and Nacharam site disruptions.
Earnings Call filed with NSE, NSE: COHANCE. Summary written with AI assistance from the document.
Cohance Lifesciences Ltd: key numbers
- Share price
- ₹459.25
- Market cap
- ₹17,571 Cr
- Revenue (annual)
- ₹2,269 Cr
- Net profit (annual)
- ₹179.2 Cr
- P/E (TTM)
- 165.4×Sector 50.4×
- Promoter holding
- 57.49%+0.00% QoQ
- FII holding
- 6.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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