ALFA Finder| Revenue growth | 47% QoQ recovery in Q4; 2% YoY decline for full FY26. |
|---|---|
| Margins | Q4 EBITDA margin expanded 1,550 bps sequentially; targeting 40% by FY28. |
| Order book | Current capacity fully committed; capacity reservation via upfront fees. |
| Demand visibility | Strong visibility for GLPs; demand exceeding current supply capacities. |
| Management confidence | High; reiterating ambitious FY28 long-term revenue and margin targets. |
Growth
Q4 revenue at ₹4,282M (+47% QoQ); FY26 revenue ₹14,216M (-2% YoY). Q4 EBITDA at ₹919M.
Outlook
Reiterated FY28 guidance: US$400M organic revenue with 40% EBITDA margins. US$100M capex for capacity expansion underway.
Risks
Regulatory changes in Labor Code; delayed approvals in Canada previously impacted H2; potential supply-demand gaps in emerging markets.
Earnings Call filed with BSE, 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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- Key figure
- Net profit ₹57.5 Cr · +447.6% YoY