COHANCELIFESCIENCES / Q4-FY26 / claim-ledger

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

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NegativeQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

42%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Karthi · Suesh Advisers

partial

Split CDMO revenues into ADCs, small molecules, Sapala, NJ; outlook for FY27 and beyond.

From the contribution of the two large molecules commercial molecules that we've seen dalking as communicated earlier the impact is around 260 crores.

Karthi · Suesh Advisers

evasive

How much of the 260 cr impact will return in FY27 and contribution from two new products.

we are expecting these material both these molecules to return back to us in FI27.

Karthi · Suesh Advisers

declined

Contribution of ADC to CDMO revenue in FY26 and likely growth in FY27.

I think we are not providing that color right now but as we reassess the strategy maybe a few months later we could consider that.

Karthi · Suesh Advisers

partial

Breakdown of one-time expenses over last two years, roughly 109 cr.

this year on one time expenses there are two large elements. One is that we have taken a one-off inventory provision which is around 195 million and we've also provided for certain customer adjustments that's in the range of around 126 million.

Sham Shinasan · Goldman Sachs

partial

Qualitative color on H2 recovery beyond base effect, across three segments.

the second half would be when we would uh see the growth returning right and uh the first half is weak with quarter one in particular weak with both revenue and AIDA

Sajal Kapoor · Antifragile Thinking

direct

Is H2 growth measured YoY vs FY25 or vs FY26 base?

the growth would be on a year-on-year basis.

Sajal Kapoor · Antifragile Thinking

direct

Hardest decision for team in next 12-18 months to rebuild confidence.

one is the operational rigor... second point is customer relationships have to deepen... third is just the science engine.

Siddhhat Nandhi · CWC

declined

Customer and program concentration in revenue for each segment.

we don't give these uh level of details.

Siddhhat Nandhi · CWC

declined

FY27 guidance and AI implementation examples.

we really appreciate uh the lead to give a guidance but I think you would have to allow us some time to come back and give guidance.

Ashish · UTI

evasive

Timeline for consolidated margins to return to historical 30% benchmark.

we do need some time to kind of come back to all of you on how this would shape up in the coming year

Shria Chhattaji · ageless capital

partial

Confirmation of four commercial molecule launches in FY27 and expected revenue from new launches in H2.

I confirm right two have launches and we expect of launch right when we expect two others to to launch

Chiag Sha · White Pine Investment Management Private Limited

direct

What is being done to avoid future vacuum from loss of two molecules?

expansion in term of number of customers and uh uh being able to get um uh projects that are later phase in the customer project pipeline to accelerate recovery.