Cohance Lifesciences released an investor presentation regarding the unaudited financial results for the quarter and half-year ended September 30, 2025. The company highlighted its strategic themes focused on deepening customer relationships, diversifying into niche APIs and modalities, and de-risking its operations. It also emphasized its vision to become a $1B niche-modalities leading global CDMO.
Strategic Growth Pillars
Cohance Lifesciences is concentrating on several key growth pillars:
- Building tech-led capabilities.
- Strong customer engagements, working with 20 of the top 20 global innovators.
- Increasing the revenue share from niche technologies; crossed 17% in 1HFY26.
Financial Performance Overview
Key financial highlights for the period include:
- Revenue: INR 5.56 bn.
- Adjusted EBITDA: INR 1.29 bn.
- Adjusted Profit After Tax: INR 0.71 bn.
Segmental Performance
The revenue contribution by segment is as follows:
- API+: 46%
- Pharma CDMO: 41%
- Specialty Chemicals CDMO: 13%
Business Strategy
The company’s strategy is centered around:
- Deepening innovator and customer relationships.
- Expanding across ADCs, Oligos, and niche APIs.
- Balancing modalities & geographies.
Pharma CDMO Focus
Key aspects of the Pharma CDMO strategy include:
- Maintaining relationships with top innovators.
- Expanding the ADC Payload-linker portfolio.
- Progressing Oligonucleotide programs.
Agri & Spec Chem Strategy
The company is also focused on:
- High-value Agro & Performance Chemicals.
- Adding new high-quality customers for Ag Chem.
- Leveraging expertise for niche applications like OLEDs.
API+ Strategy
For the API+ segment, the focus is on:
- New product validations and launches.
- Expanding geographic reach.
- Backward integration and cost leadership.
ESG Initiatives
Cohance Lifesciences is committed to:
- Reducing emissions and transitioning to renewable energy.
- Promoting ethical practices and regulatory compliance.
- Focusing on workforce representation.
Source: BSE
