| 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
- ₹1,602.60
- Market cap
- ₹18,377 Cr
- Revenue (annual)
- ₹1,422 Cr
- Net profit (annual)
- ₹-73.80 Cr
- P/E (TTM)
- -378.0×Sector 50.4×
- Promoter holding
- 30.48%+0.00% QoQ
- FII holding
- 19.19%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from OneSource Specialty Pharma Ltd
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OneSource Specialty Pharma Employee Stock Options
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OneSource Specialty Pharma Ltd appointed M/s B S R & Co LLP as its Statutory Auditors for a five-year term ending at the 24th AGM.
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OneSource Specialty Pharma Annual General Meeting
OneSource Specialty Pharma issued an addendum to its 19th AGM notice regarding additional disclosures for agenda items about material related party transactions.