COHANCENSECohance Lifesciences LimitedMediumNeutral
Announced Tue, 12 May · 18:02 IST

Cohance Lifesciences Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

COHANCE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.5%1-day move
₹481.10
prior close
₹448.30
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.9+2.6+1.8+2.2-7.5-11.7-10.8-11.2-12.8-13.1-11.6-11.6-6.8
Up moveDown movePending
AI summary

Cohance Lifesciences (formerly Suven Pharmaceuticals) reported FY26 revenue of INR 22.7 billion, down 13% YoY, impacted by de-stocking in two large commercial products and regulatory disruptions. Adjusted EBITDA stood at INR 4.8 billion with 21% margins, while adjusted PAT was INR 1.8 billion at 8.1% margins. Q4FY26 revenue declined 26% YoY to INR 6.2 billion with adjusted EBITDA at INR 1.3 billion (21% margins). Gross margins improved 209 bps to 70.8% supported by product mix and subsidiary consolidation. The company ended FY26 with net cash of INR 1.5 billion and generated free cash flow of INR 1.73 billion. Management guided that FY27 will be a growth year weighted towards 2H, with Q1 expected to be the low point due to shipment phasing and higher operating costs. Pipeline remains robust with 10 Phase III molecules and 2x RFP inflows in small molecules.

Likely market impact

FY26 was a transition year with revenue decline but margin improvement. The stock faces near-term pressure from weak Q1 guidance but recovery expected from H2FY27 driven by pipeline conversions, volume recovery and improved product mix. Net cash balance sheet provides financial flexibility.