Cohance Lifesciences Limited Q4 FY25 earnings call summary

Earnings call of 28 May 2025, summarised by AI from the filing.

Cohance Lifesciences reports FY25 revenue growth of 9% and EBITDA margin of 34%, guides FY26 double-digit revenue growth with low 30s EBITDA margin.

Key takeaways

1. Merger completion Company completed formal merger and unveiled new identity as Cohance Lifesciences, operating as one integrated organization from FY26.
2. Pharma CDMO Pharma CDMO grew 18% year-on-year in FY25, with Phase-3 pipeline at 9 active molecules and one molecule with four projects entering commercial production this year.
3. Margin risk FY26 EBITDA margin expected to dip to low 30s due to business mix, NJ Bio integration, and customer inventory de-stocking.

Original filing on BSE

Cohance Lifesciences Limited Q1 FY27 results

As filed: Revenue ₹422 cr (−23% year on year), EBITDA ₹1.2 cr (−99% year on year), PAT −₹45.2 cr (−198% year on year), EBITDA margin 0.3% (−1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹619 cr (+54% year on year), EBITDA ₹98.7 cr (+33% year on year), PAT ₹8.3 cr (−30% year on year), EBITDA margin 15.9% (−247 bps). Score 55 of 100, In line with trend. EBITDA margin fell 247 bps year on year. Tax rate 58%. Not enough history for a trend yet: scored on growth alone. Profit fell 20% from last quarter. Share price after the results: −12.6% in 30 days (Nifty 500: −0.8%).
• Q3 FY26: Revenue ₹482 cr, EBITDA ₹103 cr, PAT ₹47.3 cr, EBITDA margin 21.3%. Not scored. No result for the same quarter last year. Share price after the results: −15.6% in 29 days (Nifty 500: −9.6%).
• H1 FY26: Revenue ₹981 cr, EBITDA ₹236 cr, PAT ₹147 cr, EBITDA margin 24.1%. Not scored. No result for the same half-year last year. Share price after the results: −22.3% in 30 days (Nifty 500: −0.5%).
• Q1 FY26: Revenue ₹484 cr, EBITDA ₹104 cr, PAT ₹53.0 cr, EBITDA margin 21.5%. Not scored. No result for the same quarter last year. Share price after the results: −0.6% in 30 days (Nifty 500: +2.2%).
• Q4 FY25: Revenue ₹330 cr, EBITDA ₹66.0 cr, PAT ₹44.0 cr, EBITDA margin 20.0%. Not scored. No result for the same quarter last year. Share price after the results: −14.9% in 30 days (Nifty 500: +3.7%).

Past price moves after results do not indicate future moves. Not a recommendation.

Cohance Lifesciences Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (5 Aug 2026)
• Q4 FY26: Earnings call (12 May 2026)
• Q3 FY26: Earnings call (12 Feb 2026), Results deck (12 Feb 2026)
• Q2 FY26: Earnings call (12 Nov 2025), Results deck (12 Nov 2025)
• Q1 FY26: Earnings call (13 Aug 2025)
• Q4 FY25: Earnings call (28 May 2025), Results deck (28 May 2025)
• Other events: Special call (28 Oct 2025)