| Management target | Revenue FY28 |
|---|
| Revenue growth | 37% YoY revenue growth, third consecutive quarter of sequential growth. |
|---|---|
| Margins | EBITDA margins expanded 400 bps QoQ reaching 32%. |
| Order book | Highest-ever Biologics RFP funnel with multiple end-to-end project wins. |
| Demand visibility | Strong GLP-1 demand; DDC capacity supports significant volume ramp-up. |
| Management confidence | High, focused on operating leverage and DDC capacity ramp-up. |
Growth
Revenue grew 37% YoY and 15% QoQ, exceeding ₹500 Cr.
Outlook
Reaffirmed FY28 guidance of $400M revenue and $160M EBITDA with 40% margins.
Risks
Geopolitical issues delayed Line 2 start by six months; Line 3 commercialization risks FY28 slippage.
Last quarter's promises, checked
Delivered
- Guided sequential QoQ growth in revenue/EBITDA → 15% QoQ revenue, third straight growth quarter (= BEAT)
Partly delivered
- Guided Line 3 installed within FY27 → ready for qualification, FY28 slippage risk flagged (= PARTIAL)
Missed
- Guided Line 2 commercialisation in Q1 FY27 → operational but delayed six months (= MISS)
Earnings Call Transcript filed with NSE, NSE: ONESOURCE. Summary written with AI assistance from the document.
OneSource Specialty Pharma Ltd: key numbers
- Share price
- ₹1,577.60
- Market cap
- ₹18,091 Cr
- Revenue (annual)
- ₹1,422 Cr
- Net profit (annual)
- ₹-73.80 Cr
- P/E (TTM)
- -11160.2×Sector 46.1×
- 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 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
OneSource Specialty Pharma Board Meeting Date
OneSource Specialty Pharma Limited scheduled a board meeting for October 27, 2026, to consider the company's unaudited financial results for the quarter ended September 2026.
OneSource Specialty Pharma Other Announcement
Onesource Specialty Pharma Ltd submitted its quarterly shareholding pattern in compliance with SEBI Regulation 31(1)(b) for the period ended September 30, 2026.