ALFA Finder| 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
- ₹460.10
- Market cap
- ₹17,604 Cr
- Revenue (annual)
- ₹2,269 Cr
- Net profit (annual)
- ₹179.2 Cr
- P/E (TTM)
- 371.6×Sector 43.8×
- Promoter holding
- 57.48%-0.01% QoQ
- FII holding
- 7.71%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Cohance Lifesciences Ltd
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Cohance Lifesciences Management Change
Cohance Lifesciences appointed Kuber Jagdale as Executive Director for 60 months, effective 7 November 2026. He brings over three decades of pharmaceutical manufacturing and operations experience.
Cohance Lifesciences Earnings Call Transcript: Key Takeaways
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.
Cohance Lifesciences Results Update
Cohance Lifesciences issued a press release on its unaudited Q2 and H1 FY27 results. It reported lower year-on-year revenue and an expected stronger second half.
Cohance Lifesciences Investor Presentation: Key Takeaways
Q2FY27 revenue INR 4,766 Mn, down 14.2% YoY but up 12.9% QoQ. Adjusted EBITDA margin 9.6%, adjusted PAT INR 74 Mn back positive. Strategy centres on One Cohance integration and H2 recovery.