Intimation of Transcript of Earnings call dated May 13, 2026

OneSource Specialty Pharma reported a strong Q4 FY26 recovery with revenues at INR 4,282 million (47% sequential growth) and EBITDA of INR 919 million (5x sequential growth, margin expanding 1,550 bps). Full year FY26 revenues stood at INR 14,216 million with adjusted PAT of INR 739 million. The company launched generic Semaglutide in India late in the quarter, with partners holding approximately two-thirds of the Indian market share by value. Management received Canada approvals for Semaglutide and reiterated its FY28 guidance of US$400 million revenue with 40% EBITDA margin. Capacity expansion is on track with a second line undergoing qualification and expected to be available next quarter. The proposed transaction to acquire injectables business from Steriscience and Brooks has been deferred until the company achieves its US$400 million target, citing valuation concerns as the stock has dropped significantly below the intended INR2,200 per share price.