Onesource Specialty Pharma Limited has informed the Exchange regarding a press release dated May 13, 2026, titled "OneSource Announces FY26 Results with Strong Q4 Performance;Reaffirms FY28 Guidance".
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OneSource Specialty Pharma reported Q4FY26 revenue of ₹4,282 million, up 47% QoQ, driven by broad-based business momentum and India semaglutide launches. EBITDA surged to ₹919 million (~21% margin), a 5x+ sequential increase, reflecting strong operating leverage. Adjusted PAT turned positive at ₹390 million vs a loss in Q3FY26. For the full year FY26, revenue was flat at ₹14,216 million (down 2% YoY) and EBITDA fell 35% to ₹3,042 million (~21% vs 32% prior year) due to elevated cost base from DDC facility ramp-up and delayed Canada semaglutide approvals. The company reaffirmed its FY28 target of ~$400 million organic revenue with ~40% EBITDA margin, supported by GLP-1 scaling, biologics pipeline expansion, and sterile injectables/softgel growth. A proposed acquisition of USFDA-approved injectable assets from Steriscience was paused and will be revisited post FY28 delivery.
Q4 shows a strong operational recovery driven by semaglutide commercial momentum, but full-year EBITDA margin declined sharply (21% vs 32%) as cost base outpaced revenue. The reaffirmed FY28 guidance targets a near doubling of EBITDA margin to 40%, implying significant operating leverage — a positive signal for shareholders if execution holds.