Onesource Specialty Pharma Limited has informed the Exchange about Earnings Call Transcript dated May 13, 2026.
ONESOURCE · price
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OneSource Specialty Pharma reported Q4 FY26 revenues of INR 4,282 million, up 47% sequentially, driven by initial commercial launches of generic Semaglutide in India and Canada. Full year FY26 revenues were INR 14,216 million, down 2% YoY due to delayed approvals in the earlier quarter. Q4 EBITDA recovered sharply to INR 919 million (5x from previous quarter) with margins expanding by 1,550 basis points. The company received Semaglutide approvals for Canada with two partners (Dr. Reddy's and Orbicular) and one US tentative approval. Capacity expansion remains on track with the second line undergoing qualification and expected to be available from Q2 FY27. The company reaffirmed its FY28 guidance of US$400 million organic revenue with ~40% EBITDA margin. The proposed scheme to acquire Steriscience's injectables business and Brooks has been deferred until the company delivers on its targets.
Strong Q4 recovery signals improving execution with Semaglutide launches providing near-term catalysts. The deferral of the Steriscience scheme removes near-term dilution concerns but also removes potential upside from asset consolidation. Sequential improvement expected to continue as capacity comes online and more markets approve generic Semaglutide.