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Onesource Specialty Pharma Limited Q3 FY26 earnings call summary

NSE: ONESOURCE · BSE: 544292

Earnings call of 24 Jan 2026, summarised by AI from the filing.

Q3 FY26 revenue declined 26% to ₹2,903 million on deferred Canadian semaglutide approvals; FY28 guidance of $400 million revenue and $160 million EBITDA reiterated.

Key takeaways

  1. Q3 revenue ₹2,903 million, a 26% year-on-year decline, due to deferred DDC revenues from Canadian approval delays.
  2. FY28 guidance $400 million revenue and $160 million EBITDA reiterated, excluding inorganic accretions.
  3. Approval delay Canadian semaglutide approvals deferred; partners expect approval between now and May.
  4. Biologics driver RFPs almost 4x of end of last year due to FDA biosimilar guidelines and Biosecure Act.
  5. Operating leverage Negative operating leverage expected in H2 FY26 and partially H1 FY27 due to absence of new MSAs.

Original filing on BSE

Onesource Specialty Pharma Limited Q1 FY27 results

As filed: Revenue ₹449 cr (+37% year on year), EBITDA ₹123 cr (+39% year on year), PAT ₹25.0 cr, EBITDA margin 27.5% (+25 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹428 cr (+1% year on year), EBITDA ₹91.9 cr (−49% year on year), PAT ₹4.6 cr (−100% year on year), EBITDA margin 21.5% (−1,000 bps). Score 9 of 100, Below trend. EBITDA margin fell 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −9.9% in 30 days (Nifty 500: +1.0%).
  • Q3 FY26: Revenue ₹290 cr (−26% year on year), EBITDA ₹17.3 cr (−88% year on year), PAT −₹88.7 cr, EBITDA margin 6.0% (−1,000 bps). Score 0 of 100, Below trend. EBITDA margin fell 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 23% from last quarter. Share price after the results: −25.0% in 30 days (Nifty 500: +0.7%).
  • Q2 FY26: Revenue ₹376 cr (+300% year on year), EBITDA ₹107 cr, PAT ₹10.0 cr, EBITDA margin 28.5% (+1,000 bps). Score 88 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Other income 50% of PBT. Tax rate -83%. Not enough history for a trend yet: scored on growth alone. Share price after the results: −5.6% in 30 days (Nifty 500: −0.6%).
  • Q1 FY26: Revenue ₹321 cr, EBITDA ₹80.0 cr, PAT ₹25.0 cr, EBITDA margin 24.9%. Not scored. No result for the same quarter last year. Share price after the results: −4.1% in 29 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹477 cr, EBITDA ₹237 cr, PAT ₹174 cr, EBITDA margin 49.7%. Not scored. No result for the same quarter last year. Share price after the results: +17.5% in 30 days (Nifty 500: +2.8%).
  • Q3 FY25: Revenue ₹337 cr, EBITDA ₹101 cr, PAT −₹73.0 cr, EBITDA margin 30.0%. Not scored. No result for the same quarter last year.
  • Q2 FY25: Revenue ₹68.0 cr, EBITDA ₹0.0 cr, PAT −₹40.0 cr, EBITDA margin 0.0%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Onesource Specialty Pharma Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.