शुभ दीपावलीDiwali offer: 3 months free on yearly plans · ends 11 NovSee plans
ONESOURCENSEOnesource Specialty Pharma Limited· Pharmaceuticals & BiotechnologyHighPositive
Announced Fri, 26 Sept, 2025 · 23:12 IST

Onesource Specialty Pharma Limited has informed the Exchange about Presentation on Merger and Other restructuring

Management guided margin improvementPromoter disclosed acquisition plansInvestor Communications View source PDFExplain this filing

ONESOURCE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+0.7%Reaction day
₹1780.10
prior close
₹1805.90
announcement price
After-mkt
timing
Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)-0.1%+0.8% vs market
Pharmaceuticals peers, median of 152sector-0.4%+1.0% vs sector

On the reaction day the stock moved 0.8 pts more than Nifty Smallcap 250 and 1.0 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-2.0
10m
-2.2
15m
-2.2
30m
-0.6
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+0.7-0.1+0.8-0.4+1.0
Next day
+2.5+0.1+2.5-0.3+2.9
2d
+1.0+1.1-0.1+0.5+0.5
3d
+2.0+2.0-0.0+1.1+0.8
4d
+6.2+2.1+4.1+0.9+5.3
5d
+5.0+2.2+2.8+0.5+4.4
1w
+5.6+1.9+3.7+0.5+5.2
15d
+4.0+3.6+0.4+0.4+3.6
1m
+4.5+4.4+0.1-0.3+4.8
2m
-9.7+0.5-10.3-2.4-7.3
3m
-1.2-0.9-0.3-5.1+3.9
UpDownMarket · Nifty Smallcap 250Sector · Pharmaceuticals peers, median of 152Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

OneSource's Board has approved a major strategic transaction to acquire the European CDMO business of Steriscience (Singapore) and the Indian anti-infective business of Brooks Steriscience, significantly expanding its global capabilities and capacity. The deal values OneSource at $2.7 billion, an 18.6% premium to the September 26 closing price, with incoming assets valued at a relative discount — Steriscience at $520m equity (18.3x FY27 EV/EBITDA) and Brooks at $105m (10.4x). The acquisition adds a USFDA-approved EU sterile fill-finish site, the group's first 505(b)(2) product, and a vertically integrated carbapenem facility in India. The company has upgraded its FY28 outlook to $500M+ revenue and ~40% EBITDA margins (up from $400M), with incoming assets expected to contribute $100m revenue and ~40% EBITDA margins in FY27, adding 25.5% incremental EBITDA. Shareholders will see ~18.5% dilution, with the scheme expected to close in up to 15 months.

Likely market impact

This is a transformative acquisition that materially expands OneSource's scale, capabilities, and geographic footprint, supporting an upgraded FY28 financial outlook. However, the 18.5% dilution and lengthy 15-month closing timeline mean existing shareholders will bear short-term EPS dilution while waiting for synergies to materialize.