Cohance Lifesciences Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Q1 FY27 consolidated revenue for Cohance Lifesciences stood at INR 422.3 Cr, down 23% YoY, yielding an adjusted EBITDA of INR 9.2 Cr (2.2% margin). While the standalone business and Sapala performed robustly, NJ Bio's INR 32.8 Cr EBITDA loss impacted overall profitability. Management sees Q1 as the low point, projecting sequential improvement in Q2 FY27 and YoY growth from H2, driven by new commercial and restocking orders. Key growth drivers include nucleic acids and ADCs, with resilient API+ and strategic revamp of specialty chemicals. The company focuses on deepening innovator relationships, scientific differentiation, and operational excellence for sustainable long-term growth.