Cohance Lifesciences Limited Q1 FY26 earnings call summary

Earnings call of 13 Aug 2025, summarised by AI from the filing.

Cohance reported Q1 FY26 revenue growth of 13% year-on-year, reiterated FY26 guidance and long-term $1 billion revenue target by 2030.

Key takeaways

1. Revenue growth Q1 FY26 revenue growth 13% year-on-year, led by specialty business and API segment.
2. Guidance Reiterated FY26 guidance and long-term guidance of $1 billion, ₹85 billion in 2030.
3. De-stocking Inventory de-stocking in two large commercial molecules impacted Pharma CDMO growth.
4. Niche technology Niche technology revenue share above 20% in Q1 FY26, on track to mid-20s by FY26.
5. Risk Adjusted EBITDA margins reflect ongoing investment ahead of scale and integration of acquired assets.

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)