| 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
- ₹1,602.60
- 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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