OneSource Specialty Pharma Limited share price

NSE: ONESOURCE · ISIN INE013P01021

Key numbers

Market cap
₹ 18,378 Cr
Current price
₹ 1,602.60
52-week high / low
₹ 1,925 / 1,057
Stock P/E
-
Book value
₹ 507.4
Dividend yield
0.00%
ROCE
0.3%
ROE
-1.3%
Debt to equity
0.26
Sales growth (3 yrs)
232.4%
Profit growth (3 yrs)
-
1-year return
-8.6%

About OneSource Specialty Pharma Limited

OneSource Specialty Pharma Limited, a biopharmaceutical company, engages in the research, development, manufacture, and commercialization of biological drug products in various injectable formats in India, Singapore, the United States, Spain, and internationally. The company provides end-to-end contract development and manufacturing operations (CDMO) services across various phases of pre-clinical and clinical development and commercial supply of biologics. It also offers drug-devices, including prefilled syringes, dial and push variable and fixed dose pen injectors, pull push fixed pens, and autoinjectors and self-administration platforms; sterile injectables; soft gelatin capsules; and biologics solutions for recombinant proteins, monoclonal antibodies and biosimilars, cell and gene therapy, and RNA products. The company was formerly known as Stelis Biopharma Limited and changed its name to OneSource Specialty Pharma Limited in February 2024. OneSource Specialty Pharma Limited was incorporated in 2007 and is based in Bengaluru, India.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales327376290428449
Operating profit881071792123
Net profit-010-89525
EPS (₹)-0.020.92-7.740.402.18

Concall summary (2026-07-31)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • With all this, we really remain confident and are happy to reiterate our FY28 outlook of $400 million organic revenue as well as, EBITDA margins of 40%.
  • I thought by now it would already be, INR800 crores, INR900 crore s and maybe INR1,200 crore s next year.

Growth & demand

  • And these are, yes, driven by the semaglutide commercial launch, new MSA contracts, and also new customer wins across our various businesses.
  • EBITDA has also come in at INR1,233 million, which has been up significantly, 39% year -on- year, as well as sequentially 34% versus last quarter, and which has been in line when we have said last time that we will be showing a sequential quarter -on-quarter growth.

Margins & costs

  • So, if I look it in the US dollar terms, so your revenues were quite identical, but the margin in this quarter has improved significantly.
  • You know, the as you see there's a significant improvement in margins which primarily coming from higher contribution from the drug device combination business, which I alre ady said in my opening remarks.

Capex & expansion

  • And in fact, in the same time, as we have announced earlier, you well know that our first phase of the US$100 million capex, which we have put in our capex, is now reaching fruition with our OneSource Specialty Pharma Limited July 25, 2026 second cartridge line being set for commercialization in this quarter.
  • The commercial momentum in our DDC business, which is supported by our capacity, new capacity coming online, and a very strong build-out in our biologics.

Balance sheet & cash

  • So, as new lines will come in, the opex leverage will play in more.
  • Other than that, I mean, that's the operating leverage and of course you will see this as a sequential quarter-on-quarter improvement in our revenue and in EBITDA.

Peers in Biotechnology

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