NSEPress Release3d ago · 24 Jul 2026, 09:19 pm
Press Release
Onesource Specialty Pharma Limited · ONESOURCE
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OneSource Specialty Pharma Limited announced its Q1FY27 results with revenue up 37% YoY and EBITDA up 39% YoY, driven by commercialisation of semaglutide in Canada and India. The company reaffirmed its FY28 guidance of $400 million in organic revenue with 40% EBITDA margin.
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Onesource Specialty Pharma Limited has informed the Exchange regarding a press release dated July 24, 2026, titled "OneSource announces strong Q1FY27 results Revenue up 37% YoY and EBITDA up 39% YoY".
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Press Release
July 24, 2026
OneSource Announces Strong Q1FY27 Results
Revenue up 37% YoY and EBITDA up 39% YoY
Performance Highlights
• Revenue of ₹4,490m, up 37% YoY and 5% QoQ, driven by growth in semaglutide commercial
launch, new MSA contracts, and customer wins across businesses
• EBITDA of ₹1,233m, up 39% YoY and 34% QoQ, with margins expanding to 27.5%, driven by
operating leverage on higher semaglutide revenue
• Adjusted PAT stood at ₹637m with adjusted EPS of ₹5.6
FY28 Guidance Reaffirmation
• $400 million in organic revenue with 40% EBITDA margin
Bangalore, India, July 24, 2026 – OneSource Specialty Pharma Limited (BSE:544292, NSE:
ONESOURCE) today announced its consolidated financial results for the quarter ended June 30,
2026.
Financial Highlights (In ₹ million)
Particulars Q1FY27 Q4FY26 QoQ Q1FY26 YoY
Revenues 4,490 4,282 5% 3,273 37%
EBITDA 1,233 919 34% 885 39%
EBITDA % 27.5% 21.5% 600bps 27.0% 43bps
Adjusted PAT 637 390 63% 371 72%
Adjusted EPS 5.6 3.4 63% 3.2 71%
Note: Adjusted PAT and Adjusted EPS excludes exceptional items (Q1FY27: ₹43m, Q4FY26: gain ₹0.3m, Q1FY26: ₹29m) and scheme related
intangible amortisation (₹344m in each quarter)
Mr. Neeraj Sharma, CEO & MD, OneSource Specialty Pharma Limited speaking on the
performance said, “We have started FY27 on a strong note, delivering robust growth in revenue and
EBITDA, driven by commercialisation of semaglutide in Canada and India. We are excited to bring
our second cartridge line into commercial operations in Q2, a significant milestone in our capacity
expansion. Our biologics business gathered further momentum this quarter with the addition of yet
another leading global biosimilar customer, reinforcing the strength of our integrated CDMO
capabilities.”
Detailed investor communication on the performance of the Company is attached.
Press Release
July 24, 2026
About OneSource Specialty Pharma Limited
OneSource Specialty Pharma Limited (BSE: 544292, NSE: ONESOURCE) is a pure-play specialty
pharmaceutical CDMO. The company focuses on the development and manufacturing of complex
pharmaceutical products including biologics, drug-device combinations, sterile injectables, and
oral technologies (soft gelatine capsules). It has five state-of-the-art manufacturing facilities
approved by global regulatory authorities and a dedicated team of over 1,600 professionals.
OneSource with its development capabilities, industry leading manufacturing capacities, and strong
compliance track record, has won trust of global pharmaceutical companies seeking efficient, end-
to-end solutions. For more information, please visit www.onesourcecdmo.com.
For further information, please contact:
Institutional Investors Corporate Communication
Anurag Bhagania CFO Pallavi Panchmatia: +91 8951939181
Email: pallavi.panchmatia@onesourcecdmo.com
Tejaswani Fotedar +91 9004331391
Abhilash Mukherjee: +91 89044 28907
Email: investor-relations@onesourcecdmo.com
Email: abhilash.mukherjee@onesourcecdmo.com
Harsh Sheth: +91 9870631557
Email: harsh.sheth@mslgroup.com
Investor Presentation | Q1FY27
July 24th, 2026
Safe Harbor Statement
Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which
include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate",
"estimate", "intend", "plan", "contemplate", “seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will
pursue", and similar expressions of such expressions may constitute "forward-looking statements“. These forward-looking
statements involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from
those suggested by the forward- looking statements. These risks and uncertainties include but are not limited to our ability to
successfully implement our strategy, growth and expansion plans, obtain regulatory approvals, our provisioning policies,
technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other
risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances
after the date thereof.
Strong start to FY27 as semaglutide commercialisation scales and biologics gains momentum
( Q1FY27 Performance Snapshot )
“We have started FY27 on a strong note, delivering robust growth in
₹4,490m Revenue
revenue and EBITDA, driven by commercialisation of semaglutide in
$47.5m 5% QoQ 37% YoY
Canada and India. We are excited to bring our second cartridge line
into commercial operations in Q2, a significant milestone in our
₹1,233m EBITDA
capacity expansion. Our biologics business gathered further
$13.1m 34% QoQ 39% YoY
momentum this quarter with the addition of yet another leading
global biosimilar customer, reinforcing the strength of our integrated
EBITDA margin
27.5%
CDMO capabilities.”
600 bps QoQ 43 bps YoY
₹637m Adjusted PAT1
$6.7m 63% QoQ 72% YoY
Neeraj Sharma
CEO & MD
Notes: All figures presented in $m have been converted using average exchange rate of USD = ₹94.507
1. Adjusted PAT excludes exceptional items (Q1FY27: ₹43m) and scheme related intangible amortisation (Q1FY27: ₹344m)
Q1FY27: Semaglutide ramp-up delivering 39% YoY EBITDA growth
In $m Q1FY27 QoQ Q1FY26 YoY Financial Snapshot
Revenue 47.5 +5% 34.6 +37%
EBITDA 13.1 +34% 9.4 +39% • Revenue of $47.5m/₹4,490m
EBITDA margin (%) 27.5% +600bps 27.0% +43bps ↑5% QoQ and ↑37% YoY
driven by growth in semaglutide
Reported PAT 2.6 5x+ (0.0) Loss to Profit
commercial launch, new MSA
Adjusted PAT1 6.7 +63% 3.9 +72%
contracts, and customer wins across
Adjusted EPS1 ($) 0.06 +63% 0.03 +71% businesses
In ₹m Q1FY27 QoQ Q1FY26 YoY
• EBITDA of $13.1m/₹1,233m
Revenue 4,490 +5% 3,273 +37%
↑ 34% QoQ and ↑ 39% YoY
EBITDA 1,233 +34% 885 +39%
with margins expanding to 27.5%,
EBITDA margin (%) 27.5% +600bps 27.0% +43bps driven by operating leverage on higher
semaglutide revenue
Reported PAT 250 5x+ (2) Loss to Profit
Adjusted PAT1 637 +63% 371 +72%
Adjusted EPS1 (₹) 5.6 +63% 3.2 +71%
Notes: All figures presented in $ have been converted using average exchange rate of USD = ₹94.507 and accordingly the prior period figures have been restated
1. Adjusted PAT and Adjusted EPS excludes exceptional items (Q1FY27: ₹43m, Q1FY26: ₹29m) and scheme related intangible amortisation (₹344m in each quarter)
Business & Operational
Updates
Q1FY27
Expanded customer base, advanced capacity expansion, and deepened our biologics footprint
Licensing/MSA deals
1. B braun
Q1FY27 AT A GLANCE
2. Delbert
3. Aforell
4. Ibuprofen-Regular
5. Ibuprofen-Mini Expanding DDC capacity 2x
6. Ibuprofen+Diphenhydramine Commercial momentum
7. Tafamidis
8. Calcitriol 2nd cartridge line commercialising in Q2
‘Sterile production
9. Alfacalcidol Expanding customer engagement across modalities, supported Progressing in line with our capacity expansion plan
10. Lupin days’1
11. Formycon by a robust and growing opportunity pipeline
Building biologics business 4x
New launches
1. PAR health 11 6 9 Signed a strategic biosimilars partnership $28m as on Feb 25
RFP funnel
2. MSN Funnel at all time high $101m as on 24 July 26
growth vs FY25
3. Natco $54m on 24 July 25
New wins
4. DRL
5. Orbicular
6. Eris
New logos added, New launches
7. Corona
bringing total across customers Continuing quality excellence
8. Mankind Active RFPs
customers to 80+ and modalities
9. Glenmark in pipeline
Stellar compliance track record maintained
Regulatory inspections
EU GMP, TGA GMP received across 2 sites
and customer audits
New logo
1. Lupin
2. Delbert
DDC = Drug Device Combination
3. A forell 1. Total number of production days available across all lines
4. B Braun
5. Softgel Health
6. Formycon
Strong and diverse customer base in semaglutide and 2 First-to-File in tirzepatide reinforce our
leadership in GLP-1
20+ First and only CDMO with 3 G7 semaglutide approvals
Suppl
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