OneSource Q2FY27 Revenue Surges 37% YoY to ₹5,162m; EBITDA Up 53% YoY
OneSource Specialty Pharma reported strong Q2FY27 results with revenue up 37% YoY to ₹5,162 million and EBITDA up 53% YoY to ₹1,633 million. Adjusted PAT increased by 109% YoY to ₹937 million. The company reaffirmed its FY28 outlook of $400 million organic revenue and $160 million EBITDA.
The substantial increase in revenue and profitability, coupled with positive management outlook and reaffirmation of future guidance, is expected to have a significant positive impact on the company's stock.
The company reported significant year-on-year growth in revenue and EBITDA, along with an expansion in EBITDA margins. Management commentary is optimistic about future growth driven by capacity expansion and new product launches.
OneSource Specialty Pharma Limited announced its consolidated financial results for the quarter ended September 30, 2026, reporting a significant year-on-year growth. Revenue for Q2FY27 stood at ₹5,162 million, marking a 37% increase from ₹3,758 million in Q2FY26, and a 15% increase from ₹4,490 million in Q1FY27. This growth was attributed to new Drug-Device Combination (DDC) capacity, strong Master Service Agreement (MSA) execution, and multiple product launches across all business segments.
EBITDA saw a substantial rise of 53% year-on-year, reaching ₹1,633 million in Q2FY27, up from ₹1,065 million in Q2FY26. Sequentially, EBITDA increased by 32% from ₹1,233 million in Q1FY27. EBITDA margins expanded to 31.6% from 28.3% in the prior year quarter, driven by operating leverage from higher volumes. Adjusted Profit After Tax (PAT) was reported at ₹937 million, a 109% increase year-on-year, with an adjusted Earnings Per Share (EPS) of ₹8.2.
Mr. Neeraj Sharma, CEO & MD, highlighted the strong sequential growth led by new DDC capacity and expressed optimism for the second half of the fiscal year, anticipating new launches and a significant ramp-up in commercial volumes with the commercialization of the second cartridge line. The company also reported strong momentum in its Biologics segment, onboarding another US biotech partner during the quarter. OneSource reaffirmed its FY28 outlook of $400 million in organic revenue and $160 million in EBITDA.
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