Cohance Lifesciences Ltd.:科汉斯生命科学有限公司(COHA.BO):2025年第四季度业绩符合预期:2026财年盈利将反弹,维持买入评级-20250529
Goldman Sachs·2025-05-29 05:45
28 May 2025 | 11:38PM IST Cohance Lifesciences Ltd. (COHA.BO) 4Q25 inline: FY26 to see an earnings rebound; retain Buy COHA.BO 12m Price Target: Rs1,275.00 Price: Rs1,107.75 Upside: 15.1% Cohance Lifesciences (COHA) standalone revenue/EBITDA grew +59%/+31% yoy, largely inline with GSe. CDMO segment grew 31% yoy (+20% qoq) while we also saw a sharp recovery in Spec chem (+75% yoy) following consolidating in 1H partially offset by API segment that reported flattish trends. EBITDA margin (adjusted, standalone) ...