Business Update Positive

2026-05-19 18:55

Management reported a strong Q4 FY26 recovery, with revenues growing 47% sequentially and EBITDA margins expanding by 1,550 bps, moving adjusted PAT from loss to profit. This was driven by the successful launch of drug-device combinations and Semaglutide approvals in Canada and the US. The company reaffirmed its long-term guidance for FY28: US$400 million organic revenue with around 40% EBITDA margins. Capacity expansion, including new lines, is on track, with the second line expected in Q2, supporting robust demand for Semaglutide and other products. The biologics business funnel expanded 4x, with meaningful contribution expected by FY28. Four-notch credit rating upgrades reduced borrowing costs. The proposed Steriscience/Brooks acquisition was deferred due to investor valuation concerns, prioritizing shareholder interest.

Financials Negative

2026-05-19 10:56

Consolidated Revenue ₹428.22Cr vs ₹425.95Cr (▲0.53% YoY), EBITDA ₹91.95Cr vs ₹182.52Cr (▼49.61% YoY), PAT ₹4.60Cr vs ₹99.19Cr (▼95.36% YoY). EBITDA Margin 21.47% vs 42.85% (▼2138 bps).

Governance Negative

2026-05-19 10:51

CRITICAL RED FLAG DETECTED

OneSource Specialty Pharma Limited announced the resignation of Prateek Gupta, Senior Vice President & Head – Technical Development, effective May 15, 2026. The company had previously intimated the resignation on May 13, 2026, and this filing provides the acknowledgement copy of the resignation letter.

Business Update Positive

2026-05-16 13:17

OneSource Specialty Pharma Limited announced that the Government of Karnataka has granted in-principle approval for its Unit II expansion project under the Karnataka Industrial Policy 2025–30. This approval, received on May 15, 2026, provides incentives and concessions for expanding its flagship manufacturing facility at Doddaballapur. The company views this as a significant step to enhance manufacturing capacities and support global partners.

Business Update Neutral

2026-05-13 18:07

OneSource Specialty Pharma Limited announced the availability of the audio recording for its Earnings Call, held on May 13, 2026, to discuss the audited financial results for the quarter and financial year ended March 31, 2026. The recording is accessible on the company's website.

Financials Neutral

2026-05-13 13:41

OneSource Specialty Pharma Limited announced its FY26 consolidated financial results. Full-year Consolidated Revenue was ₹14,216 million vs ₹14,449 million (▼2% YoY), EBITDA was ₹3,042 million vs ₹4,665 million (▼35% YoY), and Adjusted PAT was ₹739 million vs ₹2,314 million (▼68% YoY). EBITDA Margin was 21% vs 32% (▼1089bps). The company reaffirmed FY28 guidance for ~$400 million organic revenue and ~40% EBITDA margin, citing strong Q4 recovery.

Business Update Negative

2026-05-13 13:31

On May 13, 2026, OneSource Specialty Pharma Limited announced that its Board of Directors decided to not pursue the previously intended composite scheme of arrangement and amalgamation (merger by absorption) involving Steriscience entities into OneSource in its current form. The company had received in-principle approval for this scheme on February 26, 2026. The Board plans to revisit the transaction only after the respective companies achieve their FY28 guidance.

Routine Neutral

2026-05-13 13:20

New Filing detected. See link for details.

Ownership Positive

2026-05-13 13:18

On May 13, 2026, OneSource Specialty Pharma Limited's Board approved the allotment of 3,150 equity shares of INR 1/- each under the ONESOURCE ESOP 2021 to eligible employees. This allotment increased the company's paid-up share capital from INR 114,642,651 to INR 114,645,801.

Governance Negative

2026-05-13 13:11

CRITICAL RED FLAG DETECTED

OneSource Specialty Pharma Limited announced the resignation of Prateek Gupta, Senior Vice President & Head – Technical Development and Senior Management Personnel (SMP), effective May 13, 2026.

Financials Negative

2026-05-13 13:01

Standalone Revenue ₹4,189.62Mn vs ₹4,774.14Mn (▼12.24% YoY), EBITDA ₹763.76Mn vs ₹2,369.56Mn (▼67.76% YoY), PAT ₹214.79Mn vs ₹1,741.87Mn (▼87.67% YoY). EBITDA Margin 18.23% vs 49.63% (▼3140bps). The company also announced the appointment of B S R & Co LLP as the new statutory auditors for five years, replacing Deloitte Haskins & Sells whose term is ending.

Business Update Neutral

2026-05-07 19:35

OneSource Specialty Pharma Limited has scheduled an Earnings Call with analysts/investors on Wednesday, May 13, 2026, at 15:00 hrs IST. The call will discuss the audited financial results for the quarter and financial year ended March 31, 2026. Key speakers include Arun Kumar (Founder), Neeraj Sharma (CEO), and Anurag Bhagania (CFO).

Business Update Positive

2026-05-04 08:30

OneSource Specialty Pharma Limited announced that its partner Orbicular, along with its Canadian front-end partner, has received Health Canada approval for a generic version of Ozempic® (semaglutide injection). This is the second generic semaglutide approval in Canada, positioning OneSource partners as the first generic entrants in one of the world's most significant semaglutide markets. OneSource supported the program as the manufacturing partner, with commercial supply from its US FDA-approved facility in Bengaluru.

Business Update Positive

2026-04-29 09:35

OneSource Specialty Pharma Limited's partner, Dr. Reddy's Laboratories, received Health Canada approval for generic Semaglutide Injection (Ozempic®). OneSource serves as the CDMO partner, providing scale-up and commercial manufacturing support for this formulation from its US-FDA approved facility in Bengaluru, strengthening their collaboration.

Business Update Positive

2026-04-28 21:22

OneSource Specialty Pharma Limited's Sterile Product Division (SPD) facility in Bangalore has received an EU GMP Certificate of Compliance from the German authority, dated April 27, 2026. This certification confirms compliance with EU GMP requirements for sterile products, including small volume liquids and quality control testing, enhancing the company's regulatory approvals which already include US-FDA, Health Canada, ANVISA, and TGA.

Business Update Positive

2026-04-21 08:23

OneSource Specialty Pharma Limited announced its partner Orbicular, along with its U.S.-based front-end partner, secured tentative U.S. FDA approval for a generic version of Ozempic® (Semaglutide Injection). OneSource served as the CDMO partner for this product, enabling potential commercial supply from its Bangalore site.

Routine Neutral

2026-04-17 19:40

New Filing detected. See link for details.

Business Update Positive

2026-04-16 10:16

OneSource Specialty Pharma Limited received an independently assigned ESG Rating of '73' (Leader category) from NSE Sustainability Ratings & Analytics Limited for FY25, reflecting strong performance in Environmental, Social, and Governance aspects.

Routine Neutral

2026-04-09 20:09

New Filing detected. See link for details.

Routine Neutral

2026-03-25 17:01

OneSource Specialty Pharma Limited announced the closure of its trading window from April 01, 2026, until 48 hours after declaring financial results for Q4 and FY ended March 31, 2026, as per SEBI Insider Trading Regulations.

Business Update Neutral

2026-03-06 19:05

OneSource Specialty Pharma Limited received in-principle approval for a merger scheme to acquire Steriscience facilities. The Board met on March 6, 2026, and decided to conduct a further review before filing with NCLT, to be completed within a six-month window.

Business Update Negative

2026-03-05 22:33

OneSource Specialty Pharma Limited withdrew its credit ratings from CareEdge at its request, following the full repayment of ₹100 crore in Non-Convertible Debentures. CareEdge's rationale, prior to withdrawal, highlighted a significant dip in profitability in 9Q3FY26, increased leverage, and a ₹1,121 crore contingent liability, despite an overall stable outlook.

Business Update Positive

2026-03-04 18:58

OneSource Specialty Pharma Limited will participate in the Investec India Promoter & Founder Conference 2026 on March 09, 2026, in Mumbai. Representatives will discuss business overview, strategy, industry trends, and growth outlook. No unpublished price sensitive information will be shared during these interactions.

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