Cohance Lifesciences Limited — PPTs, 13-08-2025: Investor Presentation

Here's a summary of the attached file:

**1. Financial Highlights:**

Q1FY26 revenue grew 13% YoY to INR 549.3 Cr, with gross margin expanding to 73.0%. Adjusted EBITDA reached INR 131.4 Cr (23.9% margin) and Adjusted PAT INR 62.9 Cr (11.4% margin). The company generated INR 232 Cr in free cash flow, maintaining a net cash position of INR 244 Cr despite INR 55.9 Cr in capex.

**2. Strategic Initiatives & Growth Drivers:**

The company launched Cohance.com, a unified digital gateway for CDMO capabilities. Strategic investments were made in R&D and operations, including strengthening leadership with a new CDMO CEO and establishing an External Advisory Board. Focus areas for growth include ADCs, Oligonucleotides, and new modalities, targeting increased niche technology revenue share.

**3. Business Developments:**

Q1FY26 marks the first full reporting period as the combined Cohance Lifesciences. The company added 14 new customers to its NJ Bio ADC platform, securing an integrated ADC supply contract. The Nacharam cGMP oligonucleotide facility is nearing operational readiness, and a USD 10 million cGMP bioconjugation suite expansion is underway in Princeton. Two new API products were validated, with 7-8 more planned.

**4. Market Position & Competitive Advantage:**

Working with 19 of the top 20 global innovators highlights strong market engagement. The company holds a global leadership position in Topoisomerase-I payloads for ADCs and is the sole supplier of Tricyclo-DNA Amidites globally, reinforcing its unique capabilities in high-growth segments. Strategic backward integration in API+ maintains a top-3 position in 8 out of 10 key API molecules.

**5. Investor Implications:**

The Q1 performance, integrated platform, and strategic investments in high-growth modalities like ADCs and Oligonucleotides signal positive growth potential. Continued customer additions and pipeline expansion, combined with strong cash generation, support the long-term vision of becoming a leading global CDMO.