Onesource Specialty Pharma Ltd.
Fundamentals
- Market cap
- ₹17,646 cr
- ROE
- 0.00%
- Debt / equity
- 0.13
- 52-week range
- 1075.00 — 2207.00
Analysis — the numbers vs the call
- Onesource doubles back on DDC contracts it had just renounced
Revenue grew 37% in Q1 but management's unexplained reversal on MSA policy clouds the $400M FY28 target.
Onesource Specialty Pharma Ltd.
Latest quarter · Jun 2026
Strength & growth
The timeline — 4 notes on Onesource Specialty Pharma Ltd.
July 2026
- 25 Jul 26 · 11:09 AM IST Brief Brief · Earnings · Mid cap
Onesource reverses stance on DDC contracts, accelerates capacity
In Q1 FY27 concall, management reveals it is now accepting new manufacturing service agreements after prioritizing commercial sales, and pulls forward soft-gelatin fill timeline to 12-15 months.
- 14 Jul 26 · 10:02 AM IST Brief Brief · Mid cap
OneSource partners with Formycon for biosimilars, terms undisclosed
OneSource will manufacture drug substance and drug product at its Bengaluru facility for the German biosimilar developer, but no financial details were released.
- 09 Jul 26 · 10:42 AM IST Brief Brief · Mid cap
Onesource says Dr. Reddy's Semaglutide delay won't hit its ops
Clarification removes overhang but the company relies on qualitative reassurance without updated guidance.
- 02 Jul 26 · 3:05 PM IST Brief Brief · Mid cap
OneSource gets single FDA observation, PAT collapse looms larger
A routine US FDA inspection at its Bengaluru sterile facility ended with one observation. A benign outcome, but with profit after tax down 95.3%, the agency finding is not the main worry.