Onesource Specialty Pharma Limited has informed the Exchange about Transcript of the Earnings call held on August 05, 2025

OneSource reported Q1 FY26 revenue of INR 3,273 million (up 12% year-on-year), with EBITDA of INR 885 million (up 37%) and EBITDA margin improving 500 basis points to 27%. Adjusted PAT was INR 371 million versus a loss in the prior-year quarter, translating to an adjusted EPS of INR 3.2. Management said the muted first half is tracking in line with guidance, with the real revenue ramp expected in the second half as commercial Semaglutide supplies begin, backed by take-or-pay contracts and customers revising forecasts upward. The biggest announcement was the Board's approval to evaluate acquiring two promoter-related injectable assets — a USFDA-approved Polish facility and the Baroda joint venture with Brooks — expected to add around $100 million in revenue at 36-40% EBITDA margins, pushing the group's FY28 revenue target from $400 million to over $500 million and EBITDA from $160 million to over $200 million. The CFO also confirmed a credit rating upgrade into the A category, reiterated a debt-to-EBITDA target below 1.5x, and noted that the $100 million capex plan for 200 million units of cartridge capacity is being pulled forward to end of calendar 2026.