Q1 FY27 to be low point for revenue and EBITDA
Revenue and EBITDA in Q1 FY27 expected to be weak due to revenue schedules skewed to H2, logistics cost inflation, and higher operating costs.
COHANCELIFESCIENCES / guidance tracker
Keep management guidance in view.
Cohance Lifesciences · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
revenue
Growth to return from H2 FY27
Recovery expected in second half of FY27, driven by order conversion, reloads, and improving utilization across the platform.
Capex of ~₹3B in FY27
Capital expenditure focused on ADC and oligonucleotide manufacturing infrastructure and quality systems.
Gross margin impact of 100-150 bps in Q1 FY27 from Middle East logistics
Escalation in logistics and input costs due to Middle East geopolitical situation will impact gross margins, mainly in API Plus business.