OneSource Pharma Q1 FY27 Revenue Surges 37% to ₹4,490m, EBITDA up 39%
OneSource Specialty Pharma reported Q1 FY27 revenue of ₹4,490 million, up 37% YoY, and EBITDA of ₹1,233 million, up 39% YoY. Adjusted PAT was ₹637 million. The company reaffirmed its FY28 guidance of $400 million organic revenue and 40% EBITDA margin. A second cartridge line is expected to commence operations in Q2.
Significant year-on-year revenue and EBITDA growth, coupled with margin expansion and reaffirmed future guidance, are material positive developments for the company's stakeholders.
The company reported strong year-on-year growth in revenue and EBITDA, alongside an expansion in EBITDA margins. Reaffirmation of future guidance and positive operational updates contribute to a positive sentiment.
OneSource Specialty Pharma Limited announced its consolidated financial results for the quarter ended June 30, 2026 (Q1 FY27), reporting a strong performance with revenue increasing by 37% year-on-year to ₹4,490 million (approximately $47.5 million) and EBITDA growing by 39% year-on-year to ₹1,233 million (approximately $13.1 million).
The company's revenue saw a 5% increase quarter-on-quarter, while EBITDA rose by 34% quarter-on-quarter, with EBITDA margins expanding to 27.5% from 21.5% in the previous quarter, attributed to operating leverage from higher semaglutide revenue.
Adjusted Profit After Tax (PAT) stood at ₹637 million, marking a 72% year-on-year increase, with adjusted Earnings Per Share (EPS) at ₹5.6, up 71% year-on-year. These figures exclude exceptional items and scheme-related intangible amortization.
Key drivers for this growth include the commercial launch of semaglutide in Canada and India, new Master Service Agreements (MSAs), and customer wins across its businesses. The company also highlighted the upcoming commercial operation of its second cartridge line in Q2, a significant step in its capacity expansion. The biologics business showed momentum with the addition of a new global biosimilar customer.
OneSource reaffirmed its FY28 guidance of $400 million in organic revenue with a 40% EBITDA margin. The company is also scaling its softgel and injectable capabilities, with plans to add 1.6 billion units to its softgel capacity and expand its injectable capacity. The company continues to focus on its Drug Device Combination (DDC) business, particularly in GLP-1s, and is expanding its biologics footprint.
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