Onesource Specialty Pharma Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

OneSource Specialty Pharma reported Q2 FY26 revenue of ₹375.8 Cr (+12% YoY) and EBITDA of ₹106.5 Cr (+37% YoY), with margins at 28%. H1 revenue was ₹703 Cr, EBITDA ₹195 Cr. Adjusted Q2 PAT stood at ₹44.9 Cr. Management reaffirmed its FY28 revenue outlook of ₹400 Cr (base) and ₹500 Cr (with inorganic growth). Significant Drug Device Combination (DDC) capacity expansion to 220 million units is underway, targeting completion by end of CY'26. While operational activity is high, revenue recognition for the next two quarters faces uncertainty due to partner regulatory approvals and court decisions impacting Canadian market launches. Strong customer engagement and growth in biologics and other segments underpin confidence in FY27.