Intimation of Transcript of Earnings call dated July 25, 2026

Corporate Office: Registered Office: Star 1, Opp IIM Bangalore, Bilekahalli, Cyber One, Unit No. 902, Sector 30A, Bannergha(cid:425)a Road, Bengaluru – Plot No - 4 & 6, Vashi, 560076, India Navi Mumbai - 400703, India T: +91 80 6784 0738 T: +91 22 2789 2924 F: +91 22 2789 2942 Date: July 31, 2026 BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G, Dalal Street, Mumbai- 400001 Bandra Kurla Complex, Bandra (E), Scrip Code: 544292 Mumbai – 400 051 Symbol: ONESOURCE Dear Sir/Madam, Subject: Transcript of Earnings Call pertaining to Unaudited Financial Results of the Company for the quarter ended June 30, 2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of earnings call for the quarter ended June 30, 2026. This earnings call was conducted on July 25, 2026, i.e., after the meeting of Board of Directors held on July 24, 2026, and is being shared for your information and records. Request you to kindly take the above on record. For OneSource Specialty Pharma Limited Trisha A Company Secretary and Compliance Officer Membership Number: A47635 OneSource Specialty Pharma Limited Formerly Stelis Biopharma Limited info@onesourcecdmo.com | www.onesourcecdmo.com CIN: L74140MH2007PLC432497 OneSource Specialty Pharma Limited Q1 FY '27 Earnings Conference Call July 25, 2026 MANAGEMENT: MR. NEERAJ SHARMA – CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR – ONESOURCE SPECIALTY PHARMA LIMITED MR. ANURAG BHAGANIA – CHIEF FINANCIAL OFFICER – ONESOURCE SPECIALTY PHARMA LIMITED MR. ABHISHEK SINGHAL – ONESOURCE SPECIALTY PHARMA LIMITED Page 1 of 15 OneSource Specialty Pharma Limited July 25, 2026 Moderator: Good day and welcome to OneSource Specialty Pharma Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing '*' then '0' on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Abhishek. Thank you and over to you, Mr. Abhishek. Abhishek Singhal: Thank you, Renju, and thank you all for joining us today for the earnings conference call of OneSource Specialty Pharma Limited for Q1 FY27. We are pleased to have with us Neeraj, CEO and MD, and Anurag, CFO of the company, who will walk you through the key business and financial highlights for the quarter. I trust you have had the opportunity to review our results release and the investor presentation, both of which are available on our website as well as our stock exchange website. The transcript for this call will be posted on the company's website within the next week. Please note that today's discussion may contain forward-looking statements, which should be viewed in context with the risk inherent in our business. Should you have any further questions after this call, our investor relations team will be happy to assist you. I now hand over the call to Neeraj for his opening remarks. Neeraj Sharma: Thank you, Abhishek, and a very warm welcome to everyone joining us today on this Saturday morning. I really appreciate your time and happy to share the Q1 results with you. So, the quarter has been, fairly strong for us. Revenues have been at INR4,490 million and have grown 37% year-on-year. 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. The quarter also marks really a meaningful step up in our sema commercialization in Canada, which as you all know, is the largest off-patent market available today in the world. Currently, all three approvals which are there in the market are with us. And in fact, two of our partners who you know have already launched in the market. Even in India, which is the other significant market open available, many of our customers launched on day one. And as of June 26, more than 40% of the generic pens market sold in India are manufactured at our site. In fact, I also want to say that, despite the temporary disruption in supplies which has been announced by Dr. Reddy's, our available capacities are full, thanks to really our customer base which spans across markets and across companies. And this has really helped us pull the demand while the DRL supplies resume. 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 Page 2 of 15 OneSource Specialty Pharma Limited July 25, 2026 second cartridge line being set for commercialization in this quarter. This line will double our number of sterile days available for production. And this additional capacity will not only support supplies to DRL as and when they resume, but also to multiple countries as which are due to open in the remaining part of the year. But also, this will help expand our customer base. We've been saying we've not been able to add new customers because of supply gap. Now, we with this new supply available, we would be adding customers. In fact, the process has already begun with our first new GLP customer coming on board last quarter. Within FY27, we will have yet another line which will get installed, which will really make us really one of the very few global CDMOs offering this level of capacity and having complete end-to-end capabilities including assembly, packaging, the works in drug device combination. In fact, the strength of our complex peptide development and drug device capability was also demonstrated once again when with two of our customers successfully getting the first-to-file status in US with tirzepatide, which is a significant achievement for the team which has worked very hard on it. At the same time, our second key future growth pillar of biologics saw us adding yet another marquee global biotech major. Our partnership with Formycon really brings together their biosimilar development expertise and our integrated manufacturing capabilities really to expand access, which is what is really key, access to high-quality affordable biologics for really global patients. It also speaks very well on how India and us specifically are emerging as a trusted partner for the global biologics development and manufacturing. Our pipeline, I think this is what, it's important for us to say, that the pipeline continues to be built with our RFP funnel today is almost 4x of what it was just over a year ago. And this spans across innovators, biosimilars, as well as animal health companies. Now, this is strongest ever and also very significant because as biologics is a long gestation business, but at the same time also very sticky. And thus, this business will be a significant contributor to our growth even beyond FY28. Also, in our across our base business, injectables, soft gelatin, we see a very strong customer engagement and spans our across our businesses. We have had nine new launches during the quarter. We added six new logos, which is really expanding our already wide customer base. One thing which we have always been proud of and it gets reiterated in this quarter, that our compliance track record, remains exemplary. We had 12 successful inspections this quarter across regulatory inspections and customer audits, including two surprise FDA audits across two of our sites. So, really, really proud of our achievement there. So, in nutshell, I just want to say that, it was a strong start to the year. The commercial mom [Showing first 8,000 characters — download PDF for full document]