Onesource Specialty Pharma Limited — PPTs, 12-11-2025: Investor Presentation

OneSource Specialty Pharma reported strong Q2FY26 results. Revenue grew 12% YoY to ₹375.8 Cr, driven by new Master Service Agreements (MSAs) and its established IP-led base business. EBITDA jumped 37% YoY to ₹106.5 Cr, with margins improving to 28%. Adjusted PAT reached ₹44.9 Cr, marking a turnaround from previous losses.

The company is accelerating Drug-Device Combination (DDC) capacity expansion, adding new device platforms and signing 9 new MSAs. Its biologics funnel also saw a 4x increase. OneSource proposes acquiring an EU-based sterile fill-finish site and an integrated anti-infective facility in India, broadening its capabilities and global footprint.

Management remains optimistic, raising its FY28 revenue outlook to over $500 million (approx. ₹4,358 Cr) and targeting a ~40% EBITDA margin. Significant capex is underway, with 65% of the ~$100 million planned investment already committed to accelerate capacity expansion.