ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | 37% YoY |
|---|---|
| Margins | Sequential improvement to 27.5%; 40% target by FY28 |
| Order book | Clear visibility on drug-device and biologics funnel |
| Demand visibility | Strong RFP funnel; 4x YoY growth |
| Management confidence | High; reiterating FY28 targets |
Growth
Revenue grew 37% YoY to INR 4,490M. EBITDA increased 39% YoY and 34% sequentially.
Outlook
Reiterated FY28 outlook of $400M organic revenue with 40% EBITDA margins. $100M capex nearing completion.
Risks
Geopolitical flux affecting freight costs and shipment times; temporary customer supply disruptions.
Last quarter's promises, checked
Delivered
- Sequential Q-on-Q growth → delivered 34% sequential EBITDA growth (= BEAT)
- Commitment to 12 successful inspections → delivered 12 inspections including 2 surprise FDA (= BEAT)
- Scaling generic pens in India → delivered 40% market share of generic pens (= BEAT)
Partly delivered
- 2nd cartridge line commercialization → set for Q2 launch (= PARTIAL)
Investor Presentation filed with NSE, NSE: ONESOURCE. Summary written with AI assistance from the document.
OneSource Specialty Pharma Ltd: key numbers
- Share price
- ₹1,610.10
- Market cap
- ₹18,464 Cr
- Revenue (annual)
- ₹1,422 Cr
- Net profit (annual)
- ₹-73.80 Cr
- P/E (TTM)
- -11390.1×Sector 43.7×
- 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.
More from OneSource Specialty Pharma Ltd
All →OneSource Specialty Pharma Business Update
OneSource received a USFDA EIR with VAI classification for its Bengaluru SPD facility. This marks completion of the June 2026 inspection with no monetary penalty.
OneSource Specialty Pharma Earnings Call Transcript: Key Takeaways
Onesource Specialty Pharma delivered its third consecutive growth quarter, driven by new sterile cartridge capacity.
OneSource Specialty Pharma Results Update
OneSource announced Q2FY27 results with revenue up 37% YoY and EBITDA up 53% YoY. An investor presentation was filed alongside the press release.
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.
OneSource Specialty Pharma Management Change
Dr. Claudio Albrecht's designation changed from Independent Director to Non-Executive Non-Independent Director, effective 27 Oct 2026. The change is subject to shareholder approval at the upcoming meeting.
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