Cohance Lifesciences has uploaded the audio recording of its conference call regarding the audited financial results for the quarter and year ended March 31, 2026. The call was originally scheduled for Tuesday, May 12, 2026, at 6:30 pm IST to discuss the company's performance for Q4 and FY26 with investors and analysts. The recording is now available for stakeholders to access on the company's official website.

Conference Call Details

The event featured senior management participation to provide a financial performance update. The session included a management discussion followed by an interactive Question & Answer session, allowing investors to seek clarifications on the reported outcomes.

Access Information

Stakeholders can listen to the proceedings of the conference call using the direct link provided below. The recording has been made available pursuant to Regulation 30 read with Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Investor Relations Contact

For further information regarding the financial results or the conference call, stakeholders may contact:

• Cyndrella Carvalho, Head – Investor Relations, Cohance Lifesciences Limited

  • Tel: 040 2354 3311
  • Email: cyndrella.carvalho@cohance.com

• Gavin Desa, CDR India

  • Tel: +91 98206 37649
  • Email: gavin@cdr-india.com

Cohance Lifesciences has received a downgrade from global brokerage firm Jefferies, which has revised its rating to Underperform and significantly reduced its target price to ₹300. The downgrade follows a review of the company's latest quarterly performance and broader operational developments that have raised concerns among analysts.

Weak Q4 Results Across All Business Divisions

Jefferies cited significantly weak Q4 results as a primary driver of the downgrade, with declines reported across all business divisions. The Specialty Chemicals segment was identified as the key underperformer, leading the broad-based deterioration in quarterly performance. The weakness across multiple verticals signals a more systemic challenge rather than an isolated segment-specific issue.

Management Churn Adds to Concerns

Beyond the financial results, Jefferies highlighted continued management instability as a significant concern. The company has seen its third change in company head within a span of 12 months, a pattern that raises questions about leadership continuity and strategic direction. Such frequent transitions at the top level can disrupt operational execution and investor confidence.

FY27 Outlook and EPS Estimate Revisions

The brokerage outlined a challenging FY27 outlook, with a meaningful recovery expected only from the second half of FY27 (H2FY27). Reflecting the near-term pressures, Jefferies has revised its earnings estimates downward, cutting FY27–28 EPS by 14–17%. The table below summarises the key forward-looking revisions:

Key Concerns Highlighted by Jefferies

The following factors collectively underpinned Jefferies' decision to downgrade Cohance Life:

• Significantly weak Q4 results with declines across all business divisions
• Specialty Chemicals segment leading the underperformance
• Third company head in 12 months, reflecting persistent management churn
• Challenging FY27 outlook with recovery only expected from H2FY27
• FY27–28 EPS cuts of 14–17% due to near-term business pressures

The combination of weak quarterly performance, leadership instability, and downward earnings revisions has prompted Jefferies to adopt a cautious stance on Cohance Life, as reflected in the Underperform rating and the reduced target price of ₹300.