Onesource Specialty Pharma Limited has informed the Exchange about Investor Presentation
ONESOURCE · price
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OneSource reported Q4FY26 revenue of ₹4,282 million, up 47% QoQ, driven by broad-based business momentum and India semaglutide launches. EBITDA surged 5x+ to ₹919 million with margins expanding 1550bps to 21%. For full-year FY26, revenue was ₹14,216 million (down 2% YoY) and EBITDA was ₹3,042 million (down 35% YoY) due to a high MSA base in FY25 and elevated costs from DDC facility ramp-up. The company is the first CDMO to secure 3 generic semaglutide approvals in G7 countries (2 in Canada, 1 in US) and achieved Day-1 India launches through multiple partners. FY28 guidance was reaffirmed at ~$400 million organic revenue with ~40% EBITDA margin.
Strong Q4 recovery signals the company is emerging from a challenging transition year, with semaglutide commercialization driving momentum. The reaffirmed FY28 targets of $400M revenue and 40% EBITDA margin suggest meaningful margin expansion ahead, which could be positive for shareholders if executed as guidance indicates.