Cohance Lifesciences has submitted a revised investor presentation for the second quarter and first half of the financial year 2027 (Q2 and H1 FY27). The company stated that the updated presentation includes certain corrections and alignments for enhanced consistency and clarity compared to the previous submission on November 6, 2026. This revised document is now available for stakeholder records.
Revised Investor Presentation for Q2 and H1 FY27 Submitted
Cohance Lifesciences Limited (formerly, Suven Pharmaceuticals Limited) has filed a revised investor presentation for the periods ending Q2 and H1 FY27. This updated document was submitted on November 7, 2026, following an initial submission on November 6, 2026.
Key Updates and Rationale
The company clarified that the revisions were made to incorporate certain corrections and alignments, aiming to ensure greater consistency and clarity in the presented information. This proactive measure is intended to provide stakeholders with the most accurate and up-to-date details regarding the company’s performance and outlook.
Financial Highlights from Presentation
The presentation covers key financial and operational performance indicators. For Q2 FY27, the company reported sequential revenue growth of 12.9%, with adjusted EBITDA margins improving to 9.6%. Revenue from operations stood at INR 4,767 Mn, a decline of 14.2% year-on-year, attributed to lower Pharma CDMO and AgChem contributions. Adjusted EBITDA for the quarter was INR 458 Mn, with margins at 10%.
In terms of segmental performance for Q2 FY27, API+ showed a 5.0% year-on-year growth, while Pharma CDMO revenue declined by 27.4% YoY. Specialty Chemicals revenue saw a significant decline of 40.6% YoY. The CDMO segment (Pharma CDMO + Specialty Chemicals) accounted for 44% of the revenue, with API+ contributing 56%.
For the first half of FY27 (H1 FY27), total revenue was INR 8,989 Mn, an 18.6% decrease year-on-year. Adjusted EBITDA for H1 FY27 was INR 551 Mn, a significant decrease from INR 2,630 Mn in H1 FY26, with margins at 6.1%. The company indicated that the H2 FY27 performance is expected to be stronger than H1.
Outlook and Capex Plans
Cohance Lifesciences anticipates a stronger second half of FY27, driven by continued recovery and the progressive integration of its capabilities. The company plans to announce investments in capex aimed at building capabilities in adjacencies and R&D to further unlock the potential of its ‘One Cohance’ platform.
ESG and Awards
The presentation also highlights achievements in sustainability and ESG, including an EcoVadis Gold Rating and CDP B rating for Climate Change. The company’s subsidiary, NJ Bio, Inc., received recognition for its ADC CRO services, being named Runner-Up in the Best Contract Research Organization category at the 2026 World ADC Awards for seven consecutive years. Science-based targets for emissions reduction have also been validated by SBTi Services.
Balance Sheet Snapshot
As of September 30, 2026, the company maintained a net cash positive position with INR 666 Mn in net cash. Shareholders’ funds stood at INR 39,122 Mn. The company reported free cash flow of INR 885 Mn generated during the quarter.
Source: BSE
