Cohance Lifesciences Ltd

The inspection was conducted over four days, from 8 September to 11 September 2025, and concluded with zero form 483 observations, indicating full compliance with United States Food and Drug Administration (USFDA) regulatory requirements. In an official statement, the company said it remains committed to upholding the highest standards of quality and regulatory compliance across its operations and will continue to ensure the manufacture and supply of high-quality pharmaceutical products for global markets. Cohance Lifesciences, formerly Suven Pharmaceuticals, is an innovator-focused global CRDMO formed through the merger of Cohance Life Sciences into Suven Pharmaceuticals. On consolidated basis, the company's net profit (adjusted) stood at Rs 62.9 crore in Q1 FY26, down 24.8% year-on-year from Rs 83.5 crore in Q1 FY25. Revenue from operations rose 12.5% YoY to Rs 549.3 crore in Q1 FY26 from Rs 488.1 crore posted in Q1 FY25. The counter shed 0.52% to Rs 989.95 on the BSE. Powered by Capital Market - Live

Cohance Lifesciences announced that the United States Food and Drug Administration (USFDA) has completed a general current Good Manufacturing Practices (cGMP) audit at its API manufacturing facility (API Unit 1) located at Jaggaiahpet, Andhra Pradesh. The inspection was conducted from 08 September 2025 to 11 September 2025 and concluded with zero Form 483 observations. Powered by Capital Market - Live

The brokerage said Cohance is well-positioned to benefit from Antibody Drug Conjugate (ADC) industry tailwinds, supported by a strong pipeline and multiple growth levers. It expects destocking pressures in specialty chemicals and Pharma CDMO to ease soon, with recovery likely from FY26. Backed by integrated ADC offerings, a robust pipeline, and cross-selling opportunities, Cohance is projected to deliver 20% sales CAGR and 26% EBITDA CAGR over FY25-28, making it the broker's top ADC play in India. Cohance Lifesciences, formerly Suven Pharmaceuticals, is an innovator-focused global CRDMO formed through the merger of Cohance Life Sciences into Suven Pharmaceuticals. Its consolidated net profit (adjusted) stood at Rs 62.9 crore, down 24.8% year-on-year from Rs 83.5 crore in Q1 FY25. Revenue from operations rose 12.5% YoY to Rs 549.3 crore from Rs 488.1 crore, aided by growth across all business segments. Powered by Capital Market - Live

Consolidated net profit (adjusted) stood at Rs 62.9 crore, down 24.8% year-on-year from Rs 83.5 crore in Q1 FY25. Revenue from operations rose 12.5% YoY to Rs 549.3 crore from Rs 488.1 crore, aided by growth across all business segments. Material margin improved to Rs 401.2 crore, up 20.1% YoY, with margin percentage rising to 73% from 68.4%, driven by a favorable business mix and contribution from recent acquisitions. Adjusted EBITDA stood at Rs 131.4 crore in Q1 FY26, down 2.4% YoY, with margin contracting to 23.9% from 27.6% a year ago. Reported EBITDA dropped 10.5% YoY to Rs 112 crore. Adjusted PBT was Rs 84.8 crore, down 25.5% YoY from Rs 113.9 crore in Q1 FY25. Q1FY26 includes consolidation of Sapala and NJ Bio. The quarter included one-time adjustments for ESOP, legal, and M&A costs of Rs 17.1 crore versus Rs 8.1 crore last year. Exceptional items worth Rs 8.1 crore were booked due to restructuring costs following the merger of the company with erstwhile Cohance Lifesciences. Niche technology revenues accounted for over 20% of total sales compared to the mid-teens in FY25 and are on track to reach the mid-20s by the end of FY26. Pharma CDMO revenue grew over 30% excluding de-stocking. Specialty Chemicals rose 28% on AgChem recovery and new projects, while API+ grew 19% on strong commercial execution and the ramp-up of new launches. Vivek Sharma, executive chairman, said: Q1FY26 has been an important start to the year, with progress not just in execution but in strengthening the foundation we have built. Our growing presence in niche modalities like ADCs and oligonucleotides, combined with a deepening global customer base, positions Cohance for accelerated growth. With strengthened leadership and the guidance of our External Advisory Board, we remain committed to becoming a global technology-led CDMO, delivering long-term value for all stakeholders. Cohance Lifesciences, formerly Suven Pharmaceuticals, is an innovator-focused global CRDMO formed through the merger of Cohance Life Sciences into Suven Pharmaceuticals. Powered by Capital Market - Live

Net profit of Cohance Lifesciences declined 35.15% to Rs 48.88 crore in the quarter ended June 2025 as against Rs 75.37 crore during the previous quarter ended June 2024. Sales rose 12.55% to Rs 549.31 crore in the quarter ended June 2025 as against Rs 488.08 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales549.31488.08 13 OPM %20.3925.63 - PBDT116.00134.31 -14 PBT70.86103.03 -31 NP48.8875.37 -35 Powered by Capital Market - Live

The Board of Cohance Lifesciences has appointed Yann D'Herve as Chief Executive Officer - CDMO Business, and Senior Management Personnel of the Company, with effect from 01 August 2025. Yann will be based out of New Jersey, United States of America. Powered by Capital Market - Live

Cohance Lifesciences announced the resignation of Dr. Sudhir Kumar Singh, who looks after the CDMO business, as Chief Executive Officer of the Company with effect from 31 July 2025. Powered by Capital Market - Live

Cohance Lifesciences will hold a meeting of the Board of Directors of the Company on 13 August 2025.Powered by Capital Market - Live

Cohance Lifesciences announced that the 7th Annual General Meeting(AGM) of the company will be held on 19 September 2025.Powered by Capital Market - Live

Net profit of Cohance Lifesciences declined 21.29% to Rs 42.01 crore in the quarter ended March 2025 as against Rs 53.37 crore during the previous quarter ended March 2024. Sales rose 58.95% to Rs 402.02 crore in the quarter ended March 2025 as against Rs 252.93 crore during the previous quarter ended March 2024. For the full year,net profit declined 10.79% to Rs 267.87 crore in the year ended March 2025 as against Rs 300.28 crore during the previous year ended March 2024. Sales rose 13.91% to Rs 1197.58 crore in the year ended March 2025 as against Rs 1051.35 crore during the previous year ended March 2024. ParticularsQuarter EndedYear EndedMar. 2025Mar. 2024% Var.Mar. 2025Mar. 2024% Var. Sales402.02252.93 59 1197.581051.35 14 OPM %18.3029.00 -31.3338.60 - PBDT78.3888.10 -11 421.41460.27 -8 PBT51.6070.85 -27 343.92405.67 -15 NP42.0153.37 -21 267.87300.28 -11 Powered by Capital Market - Live