Cohance Lifesciences Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cohance Lifesciences saw Q1FY26 revenue climb 13% YoY. Excluding specific product de-stocking, Pharma CDMO grew over 30%. Niche technologies like ADCs and Oligos are a standout, now over 20% of revenue, on track for mid-20s by FY26, signaling higher future margins. The company invested Rs 55.9 Cr in CAPEX, including a $10M Princeton bioconjugation expansion and a Rs 23 Cr Nacharam oligo facility (operational by end-CY25). Cohance secured a key life cycle management API contract. Management remains confident in reaching $1 billion revenue by 2030, emphasizing continued investment in high-value modalities and strategic acquisitions.