$COHANCE Cohance Lifesciences – Emerging CDMO & Specialty Pharma Growth Story

$COHANCE Cohance Lifesciences is a fast-growing pharmaceutical CDMO and specialty chemicals company serving global innovator and generic pharmaceutical clients. The company benefits from increasing outsourcing by global pharma companies, the China+1 manufacturing shift, and rising demand for complex APIs and specialty ingredients. Key Financial Highlights • FY26 revenue crossed ₹2,000 crore, supported by strong growth across CDMO and specialty ingredient businesses. • EBITDA margins improved through a higher share of value-added and regulated-market products. • Healthy order pipeline provides strong medium-term revenue visibility. • Strong presence in regulated markets including the US, Europe, and Japan. • Continued investments in R&D and manufacturing capacity support future growth. Investment Rationale • Beneficiary of the global China+1 supply-chain diversification trend. • Strong positioning in high-growth CDMO and specialty pharma segments. • Increasing contribution from complex molecules and regulated-market products. • Long-term contracts with global pharmaceutical customers enhance earnings visibility. • Capacity expansion and R&D investments support scalable growth. • Well-positioned to benefit from rising pharmaceutical outsourcing globally. With its expanding CDMO capabilities, growing global customer base, strong order visibility, and exposure to the structural growth of pharmaceutical outsourcing, Cohance Lifesciences is positioned for sustained long-term growth and value creation. Headline: Cohance Lifesciences Poised to Benefit from Global Pharma Outsourcing and China+1 Tailwinds.