ALFA Finder| Revenue growth | 47% QoQ growth; full-year revenue down 2% YoY due to delays. |
|---|---|
| Margins | Sequential margin expansion of 1,550 bps; aiming for structural 40%. |
| Demand visibility | Strong visibility for GLP-1s; customer capacity reservation through prepayments. |
| Management confidence | Highly confident, emphasizing regulatory track record and market share in India. |
Growth
Revenue grew 47% QoQ to ₹4,282 million; EBITDA rose over 5x sequentially due to operating leverage.
Outlook
Reiterated FY28 guidance: $400 million organic revenue with approximately 40% EBITDA margins.
Risks
Deferral of Steriscience merger due to valuation concerns; reliance on a single high-growth molecule (semaglutide).
Earnings Call filed with NSE, NSE: ONESOURCE. Summary written with AI assistance from the document.
OneSource Specialty Pharma Ltd: key numbers
- Share price
- ₹1,581.70
- Market cap
- ₹18,138 Cr
- Revenue (annual)
- ₹1,422 Cr
- Net profit (annual)
- ₹-73.80 Cr
- P/E (TTM)
- -11189.2×Sector 43.8×
- Promoter holding
- 30.47%-0.01% QoQ
- FII holding
- 19.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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OneSource Specialty Pharma Employee Stock Options
OneSource Specialty Pharma allotted 360 equity shares under its ESOP 2021 scheme to an eligible employee. Paid-up share capital increased to 11,46,74,151 shares of ₹1 each.
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OneSource Specialty Pharma Q2 FY27 Results: Net Profit ₹57.5 Cr, Up 447.6% YoY
OneSource Specialty Pharma Ltd reported revenue from operations of ₹516.2 Cr (+37.4% YoY) and net profit of ₹57.5 Cr (+447.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹57.5 Cr · +447.6% YoY