OneSource Specialty Pharma Reports Q1 FY27 Net Profit Surge as Semaglutide Commercial Launch Drives 37% Revenue Growth

OneSource Specialty Pharma Limited (NSE: ONESOURCE, BSE: 544292) announced its consolidated financial results for the first quarter ended June 30, 2026 (Q1 FY27).

The specialty pharmaceutical company delivered a strong operational performance across top-line and bottom-line metrics, propelled by the commercial launch of semaglutide, new Master Services Agreement (MSA) contracts, and multiple customer additions across its business units.

Strong Revenue Growth and Operational Leverage

OneSource reported consolidated revenue from operations of ₹4,490 million ($47.5 million) for Q1 FY27. This represents a 37% year-on-year (YoY) increase compared to ₹3,273 million ($34.6 million) recorded in Q1 FY26, and a 5% quarter-on-quarter (QoQ) expansion over ₹4,282 million reported in Q4 FY26.

The accelerated top-line growth generated significant operating leverage, driving Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA) to ₹1,233 million ($13.1 million). EBITDA surged 39% YoY from ₹885 million ($9.4 million) in Q1 FY26 and rose 34% QoQ from ₹919 million in Q4 FY26.

Operating EBITDA margin expanded by 43 basis points YoY and 600 basis points sequentially to 27.5%, up from 27.0% in Q1 FY26 and 21.5% in Q4 FY26.

Bottom-Line Profitability and Adjusted Metrics

The company turned around its reported profit after tax (PAT) to ₹250 million ($2.6 million) in Q1 FY27, shifting from a net loss of ₹2 million (recorded as -$0.0 million) in Q1 FY26 and delivering a more than five-fold increase over sequential quarters.

Excluding exceptional items (₹43 million in Q1 FY27, compared to a gain of ₹0.3 million in Q4 FY26 and ₹29 million in Q1 FY26) as well as scheme-related intangible amortization of ₹344 million per quarter, OneSource posted:

Adjusted PAT: Stood at ₹637 million ($6.7 million), reflecting a 72% YoY increase over ₹371 million ($3.9 million) in Q1 FY26 and a 63% QoQ gain from ₹390 million in Q4 FY26.

Adjusted Earnings Per Share (EPS): Increased 71% YoY to ₹5.6 ($0.06) per share, compared to ₹3.2 ($0.03) in Q1 FY26 and ₹3.4 in Q4 FY26.

Reaffirmation of Long-Term FY28 Guidance

Supported by strong execution across its commercial pipeline, OneSource reaffirmed its long-term strategic guidance. The company remains on track to achieve $400 million in organic revenue alongside an EBITDA margin of 40% by FY28.

Mr. Neeraj Sharma, CEO & MD, OneSource Specialty Pharma Limited speaking on the performance said, "We have started FY27 on a strong note, delivering robust growth in revenue and EBITDA, driven by commercialisation of semaglutide in Canada and India. We are excited to bring our second cartridge line into commercial operations in Q2, a significant milestone in our capacity expansion. Our biologics business gathered further momentum this quarter with the addition of yet another leading global biosimilar customer, reinforcing the strength of our integrated CDMO capabilities."

Shares of Onesource Specialty Pharma Limited was last trading in BSE at Rs. 1653.40 as compared to the previous close of Rs. 1653.80. The total number of shares traded during the day was 1495 in over 177 trades.

The stock hit an intraday high of Rs. 1658.00 and intraday low of 1631.95. The net turnover during the day was Rs. 2458696.00.

Source : Equity Bulls

Keywords

OnesourceSpecialtyPharma INE013P01021 Q1FY27 Q1FY2027 ResultUpdate