COHANCE / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Cohance Lifesciences · Analyst questions, management answers, and the quality of the response where the ledger is available.

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NegativeQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

12

Answered directly

54%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

L of Forum Parik · BB Capital Markets

partial

Retaining $1B FY30 target despite FY26 guidance cut?

Yes, we are committed to our billion dollar guidelines. Timing might shift slightly because of the challenges we have seen this year, but overall management is fully committed to the long-term guidelines that we have.

L of Forum Parik · BB Capital Markets

direct

Can we anticipate growth in FY27?

Yes, we are fully working for growth in FI27.

L of Forum Parik · BB Capital Markets

partial

API growth outlook for FY27?

API as well is looking at growth in the business. The growth that we are reflecting in FI27 is a function of what offshoots we are seeing as of now.

L of Forum Parik · BB Capital Markets

declined

Quantify FY27 growth rate?

We are still in the midst of iron tightening our budget assumptions... I would request you and the community to be patient with us and give us some more time... in one or two quarters.

L of Forum Parik · BB Capital Markets

partial

Niche technology contribution this quarter?

We started calling out the niche technology percentage... we have indeed called up for this quarter... for 9 months it has been around 15% and that's what I would urge the community to look at.

Alman Das · JP Morgan

evasive

Is 55cr impact from Nacharam peak or more to come?

There will be some slowdowns for sure because there will be some delays while we implement the remediation activities. Our revenues or our production or dispatches and production for the non-US market would continue while the US will take gradual resumption.

Alman Das · JP Morgan

direct

Clarify 2% figure: consolidated or US revenue?

it is less than 2% of the consolidated sales.

Alman Das · JP Morgan

direct

Conversion rate and timeline for RFQs?

normally the percentage win is around 20%. That's what you can expect... the funnel that we have today is significantly better than what we had one quarter ago.

Alman Das · JP Morgan

evasive

End market size for four commercializing molecules?

it really depends on the application... one application is ADHD I mean the volume could be almost triple digit metric tons... for oncology it's different... very difficult to quantify.

Kunal Damisha · McQuary

partial

Is 55cr impact from Nacharam plant sales going to zero?

What you have seen 55 is an effect of both the loss of supplies to US market as well as to non-US market during the period of the shutdown. So it's a mix of both. Again to repeat we have opened the plant for non-US market.

Kunal Damisha · McQuary

direct

Destocking impact of 260cr from two products correct?

Yes, that is broadly correct.

Shamsini Vasan · Goldman Facts

partial

Margin trajectory: moving to lower level?

we are not sensing that there is a change in the margin profile from a mid-term perspective but yes short-term is impacted... we remain close to the guidance that we have said that we will reach to the margin of 30 plus.