Onesource Specialty Pharma Limited — Investor Meet, 30-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

OneSource Specialty Pharma reported Q3 FY'26 revenue of INR 290.3 Cr, a 26% year-on-year decline, with an EBITDA of INR 17.3 Cr and a PAT loss of INR 47.2 Cr. This was primarily due to deferred semaglutide revenues from Canadian approval delays.

Management reiterates its FY'28 guidance of $400 million revenue and $160 million EBITDA, expecting significant commercial uplift in FY'27. The company is aggressively expanding capacity with over INR 700 Cr capex and strengthening long-term customer partnerships by adjusting take-or-pay terms. Biologics business shows strong funnel growth, and two soft quarters are anticipated before normalcy returns.