Cohance Lifesciences Management Guidance Tracker

Management revised FY26 revenue outlook to reflect an early-to-mid double-digit decline due to timing and product mix issues.

Revenue and EBITDA in Q1 FY27 expected to be weak due to revenue schedules skewed to H2, logistics cost inflation, and higher operating costs.

Management expects FY27 to be a growth year driven by pipeline maturation and API recovery, but declined to quantify.

Four molecules across ADHD, antibiotic, and oncology are expected to enter commercial supply in FY27; two already have USFDA approval.

Recovery expected in second half of FY27, driven by order conversion, reloads, and improving utilization across the platform.

A $10 million CGMP expansion is underway to enable full ADC supply capability up to phase 2B by FY27.

Capital expenditure focused on ADC and oligonucleotide manufacturing infrastructure and quality systems.

Escalation in logistics and input costs due to Middle East geopolitical situation will impact gross margins, mainly in API Plus business.