ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | 37% YoY growth driven by Semaglutide and new MSA contracts. |
|---|---|
| Margins | EBITDA margins at ~27.5%; target expansion to 40% by FY28. |
| Order book | Robust CDMO demand; full capacity utilized despite partner supply issues. |
| Demand visibility | Strong; RFP funnel for biologics is 4x larger than last year. |
| Management confidence | High; reiterating FY28 targets despite temporary supply chain disruptions. |
Growth
Revenue grew 37% YoY to ₹4,490 million, driven by Semaglutide commercial launch and new MSA contracts. EBITDA rose 39% YoY.
Outlook
FY28 guidance reiterated at $400 million organic revenue with 40% EBITDA margins. New cartridge lines doubling capacity.
Risks
Heavy reliance on Dr. Reddy's for supply; temporary site shutdowns for capacity expansion could impact near-term volumes.
Last quarter's promises, checked
Delivered
- New line capacity available Q2 → On track for commercialization (= BEAT)
- India Semaglutide launch end of quarter → Captured 2/3 market share (= BEAT)
- US/Canada Semaglutide approvals → Secured first 3 generic approvals (= BEAT)
Partly delivered
- Steriscience/Brooks merger → Deferred until FY28 targets met (= PARTIAL)
Missed
- FY26 Revenue → INR 14,216M vs prior year (2% decline) (= MISS)
Earnings Call Transcript 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
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