INVESTEC ON COHANCE LIFESCIENCES ; BUY | TP ₹560

• Positioned for an execution-led recovery from H2 FY27 onwards. • Management changes and restructuring should sharpen execution. • Better reload visibility, new commercial projects and a deep pipeline should support sustained recovery. • Investec forecasts ~13% revenue CAGR and EBITDA to roughly double over FY26–29E. • Stock trades at ~30% discount to Indian CDMO peers.

COHANCE LIFESCIENCES LTD

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