AI Summary
✦ ClarthaCohance Lifesciences is a pharmaceutical contract research, development, and manufacturing company. APIs, advanced intermediates, and starting materials drive core revenues, while antibody-drug conjugates and oligonucleotide building blocks provide specialized growth avenues. Pellets, finished dosage forms, and specialty chemicals, including agrochemicals, broaden its product base. Recent earnings commentary highlights execution challenges, consistent with 13% revenue contraction and 63.2% profit decline. Margins are improving, but the absence of reported ROE limits returns analysis; debt-to-equity of 9.93 indicates extreme leverage that can materially distort ROE. At 161.5 times earnings, the stock appears rich and trades far above its declining earnings growth. ICICI Securities’ downgrade and reduced target reinforce negative sentiment. Investors must assess whether specialized platforms can restore growth while leverage remains elevated.
Valuation Metrics
Trading 33.0% below historical median. Valuation is declining — currently in the strongly undervalued zone (z-score: -1.05). Confidence: 62%.
Live forward EPS implies next-12-month EPS of ₹9.84. Applying the stock's normalized valuation corridor produces a fair range of ₹1,904.73 to ₹3,766.36, with base value near ₹2,460.79 (+430.4% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹9.84
Forward P/E
47.1x
Base Fair Value
₹2,460.79
Fair Range
₹1,904.73 - ₹3,766.36
Upside To Base
+430.4%
Estimate Source
Live forward EPS
Growth Estimate
-96.8%
5Y Average
239.62
Current
167.49
Overvalued
382.76
Undervalued
193.57
5Y Average
78.16
Current
54.63
Overvalued
96.88
Undervalued
56.14
5Y Average
11.86
Current
8.29
Overvalued
14.70
Undervalued
8.52
Peers & Comparison
Sector: Health Care · Theme: Pharmaceuticals
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
ASTRAZENECA PHARMA IND LT ASTRAZENPharmaceuticals | +20.4% | 8.2% | 107.1x Premium | +129% vs avg | -6.7% |
ALIVUS LIFE SCIENCES LTD ALIVUSPharmaceuticals | +6.4% | 23.3% | 27.3x Undervalued | -42% vs avg | +43.2% |
AKUMS DRUGS AND PHARMA L AKUMSPharmaceuticals | +9.6% | 5.9% | 42.8x Fair | -9% vs avg | +51.8% |
BLUE JET HEALTHCARE LTD BLUEJETPharmaceuticals | -17.4% | 26.5% | 43.7x Fair | -7% vs avg | -25.8% |
GLENMARK PHARMACEUTICALS GLENMARKPharmaceuticals | +23.1% | 10.1% | 36.2x Undervalued | -23% vs avg | +9.4% |
ABBOTT INDIA LIMITED ABBOTINDIAPharmaceuticals | +6.5% | 22.4% | 38.3x Undervalued | -18% vs avg | -15.4% |
AJANTA PHARMA LIMITED AJANTPHARMPharmaceuticals | +24.8% | 19.6% | 39.3x Undervalued | -16% vs avg | +30.0% |
IPCA LABORATORIES LTD IPCALABPharmaceuticals | +6.3% | 11.8% | 39.4x Undervalued | -16% vs avg | +22.5% |
COHANCE LIFESCIENCES LTD trades at a premium (167.2x vs peer avg 46.8x), implying higher growth or quality expectations from the Pharmaceuticals cohort. Peers include ASTRAZENECA PHARMA IND LT, ALIVUS LIFE SCIENCES LTD, AKUMS DRUGS AND PHARMA L — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹360 CrJun 2026Latest net profit
₹1.41 CrJun 2026Latest EPS
₹0.04Jun 2026Net margin
7.4%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 344.03 | 224.62 | 212.82 | 252.93 | 488.08 | 594.43 | 653.35 | 768.57 | 483.58 | 497.79 | 481.58 | 567.55 | 359.89 |
| Expenses + | 174.15 | 127.27 | 143.76 | 179.60 | 362.91 | 390.91 | 420.60 | 545.80 | 379.38 | 366.93 | 378.80 | 450.98 | 333.40 |
| Operating Profit | 169.88 | 97.35 | 69.06 | 73.33 | 125.17 | 203.52 | 232.75 | 222.77 | 104.20 | 130.86 | 102.78 | 116.57 | 26.49 |
| OPM % | 49.38% | 43.34% | 32.45% | 28.99% | 25.65% | 34.24% | 35.62% | 28.98% | 21.55% | 26.29% | 21.34% | 20.54% | 7.36% |
| Other Income + | 10.06 | 14.20 | 13.97 | 17.06 | 19.41 | 15.76 | 21.48 | -7.59 | 5.00 | 26.30 | 1.26 | -17.30 | 12.16 |
| Interest | 1.15 | 0.50 | 2.15 | 2.30 | 10.20 | 9.42 | 10.08 | 7.00 | 6.80 | 5.24 | 5.25 | 5.17 | 2.12 |
| Depreciation | 11.15 | 10.48 | 11.38 | 17.25 | 31.28 | 34.56 | 38.09 | 42.58 | 31.36 | 31.20 | 33.36 | 37.66 | 34.32 |
| Profit before tax | 167.64 | 100.57 | 69.50 | 70.84 | 103.10 | 175.30 | 206.06 | 165.60 | 71.04 | 120.72 | 65.43 | 56.44 | 2.21 |
| Tax % | 25.86% | 25.69% | 24.66% | 24.87% | 26.82% | 20.65% | 25.33% | 25.86% | 26.00% | 21.89% | 27.72% | 38.77% | 36.20% |
| Net Profit + | 124.29 | 74.73 | 52.36 | 53.22 | 75.45 | 139.10 | 153.86 | 122.77 | 52.57 | 94.29 | 47.29 | 34.56 | 1.41 |
| EPS in Rs | 4.88 | 2.94 | 2.06 | 2.09 | 2.96 | 5.46 | 6.04 | 4.82 | 1.37 | 2.46 | 1.24 | 0.90 | 0.04 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome