ONESOURCEBSEONESOURCE SPECL PHARMA LMediumNeutral
Announced Fri, 31 Jul · 12:44 IST

Q1 FY27 earnings call transcript; FY28 guidance of 400M dollar revenue, 40% EBITDA margin reiterated

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

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AI summary

Q1 FY27 revenue INR 4,490 million, up 37% YoY. EBITDA INR 1,233 million, up 39% YoY. Growth driven by semaglutide launch, new MSAs and customer wins. All 3 Canadian semaglutide approvals held; over 40 percent of Indian generic pens supplied. FY28 guidance of 400 million dollar revenue and 40 percent EBITDA margin reiterated. Second cartridge line starts this quarter. Biologics partnership with Formycon added; RFP funnel 4x of a year ago.

Likely market impact

Strong Q1 with FY28 targets reiterated. Capacity additions, biologics wins and visible order pipeline support growth trajectory beyond FY28.