Onesource Specialty Pharma Limited — PPTs, 23-01-2026: Investor Presentation

OneSource Specialty Pharma faced a challenging Q3FY26, with revenue dropping 26% YoY to ₹290.3 Cr and EBITDA plunging 88% YoY to ₹17.3 Cr. This resulted in an adjusted PAT loss of ₹47.2 Cr, primarily due to delays in Canadian customer approvals for semaglutide and largely fixed operating costs.

Despite the temporary setback, the company reaffirms its FY28 guidance, targeting ₹400-500 Cr in revenue and ~40% EBITDA margins. OneSource is actively expanding with a $75 million investment in Drug-Device Combination (DDC) capacity, accelerating GLP-1 commercialization. They've also onboarded a new global biosimilar player, boosting their biologics pipeline, where demand remains robust. Recent wins include NDA approval for an oncology soft gel product with a major US generics firm. The effective interest rate improved to below 9%.