OneSource Specialty Pharma Ltd
OneSource Specialty Pharma Q2 Results 2026 (FY27): Guides 20–40% Revenue Growth, Steady Margins
Q2 FY27 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹516Cr
- +37.2% YoY
- Net profit
- ₹57Cr
- +470% YoY
- Margin
- 32%
- +4 pp YoY
Guidance rank: #19 of 87 in Pharmaceuticals & Biotechnology
See the sector's top 10 — free with your mobile number.
What the Q2 FY27 call signalled
3 of 4 strong
The short version
Strong growth expected beyond FY28 across all business segments. The company expects strong growth beyond FY28, driven by multiple business pillars including drug-device combination (DDC), biologics, and base injectables business.
From OneSource Specialty Pharma Ltd's Q2 FY27 earnings-call transcript · updated 6 Nov 2026.
How did OneSource Specialty Pharma's revenue grow in the September 2026 quarter?
- Strong growth expected beyond FY28 across all business segments.
- Drug Device Combination (DDC) segment to grow significantly as more markets open (Europe FY28-FY29, U.S. FY30-FY31).
- Emerging markets like Brazil showing robust demand with approvals expected soon.
- Biologics segment to start commercial revenues from FY29 onwards with very strong growth potential.
- Base injectable and softgel businesses adding capacity and new product launches contributing to growth.
- Capacity expansions, especially bespoke sterile lines with larger batch sizes (500 liters and above), will support volume growth.
- Total revenue guidance of $400 million and EBITDA of $160 million anticipated for FY28.
2 more points from OneSource Specialty Pharma Ltd's call on revenue
Create a free account to keep reading this call
What happened to OneSource Specialty Pharma's margins in Q2 FY27?
See what OneSource Specialty Pharma Ltd said on profitability & margins — free account, 30 seconds.
What capex is OneSource Specialty Pharma planning?
- OneSource Specialty Pharma is expanding sterile injectable capacity with a planned shutdown in Q2 for line upgrades; new lyophilization capacity will be available starting Q3 FY27 to address supply-demand gaps globally.
- A new greenfield site is planned for softgel capsules to add significant capacity and enter high potent softgel manufacturing, meeting growing customer demand.
- The new DDC line operates with 500-liter batch size (up from 200 liters), doubling sterile capacity with two existing lines and a third line under qualification, aiming for steady ramp-up toward full utilization.
2 more points from OneSource Specialty Pharma Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Is OneSource Specialty Pharma raising money or cutting debt?
See what OneSource Specialty Pharma Ltd said on fundraising & capital structure — free account, 30 seconds.
How big is OneSource Specialty Pharma's order book?
- The biologics RFP funnel is at its highest ever, with multiple projects in advanced stages.
- The company has secured 6 new order wins recently, including 2 biologic products.
- These wins span biologics, DDC (Drug Delivery Combination), and base businesses.
- There is strong momentum across all business segments, including new launches and existing products.
- Multiple approvals are expected in upcoming quarters in key markets like Brazil, with customers publicly announcing anticipated launches.
- The company is prepared to support increased demand as approvals and launches accelerate.
2 more points from OneSource Specialty Pharma Ltd's call on order book
Create a free account to keep reading this call
OneSource Specialty Pharma Ltd — Quarterly revenue & net profit
OneSource Specialty Pharma Ltd Q2 FY27 results — key figures
| ₹ Cr | Q2 FY27 | Q2 FY26 | YoY | Q1 FY27 | QoQ |
|---|---|---|---|---|---|
| Revenue | 516 | 376 | +37.2% | 449 | +14.9% |
| Operating profit (EBITDA) | 163 | 106 | +53.8% | 123 | +32.5% |
| Operating margin | 32% | 28% | +4 pp | 27% | +5 pp |
| Profit before tax | 53 | 6 | +783.3% | 20 | +165% |
| Net profit (PAT) | 57 | 10 | +470% | 25 | +128% |
| EPS (₹) | 5.01 | 0.92 | +444.6% | 2.18 | +129.8% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹516 Cr, net profit ₹57 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What OneSource Specialty Pharma's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
Earlier calls (1)
Others in Pharmaceuticals & Biotechnology this season
- Ipca Laboratories (Q2 FY27)
Volume-led growth in pain segment is around 8-9%, with price growth at 4-4.5%. Key concall takeaways from Ipca Laboratories Ltd's Q2 FY27 earnings call — and…
- Gland Pharma Ltd (Q2 FY27)
Q2 FY27 Revenue from Operations: ₹18,336 million, a 23% YoY increase from ₹14,869 million in Q2 FY26 (Page 5). Key investor presentation takeaways from Gland Ph
- Supriya Lifescience (Q2 FY27)
Q2 FY27 revenue from operations: INR 2,063.0 Mn, a 3.2% YoY increase from INR 1,998.3 Mn in Q2 FY26 (Page 9). Key investor presentation takeaways from Supriya L
- Sai Life Sciences Ltd (Q2 FY27)
Revenue for Q2 FY27: ₹659 Cr, a 23% year-on-year (YoY) growth from ₹537 Cr in Q2 FY26 (Page 8, 30). Key investor presentation takeaways from Sai Life Sciences L
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
OneSource Specialty Pharma Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were OneSource Specialty Pharma Ltd Q2 FY27 results?
Strong growth expected beyond FY28 across all business segments. The company expects strong growth beyond FY28, driven by multiple business pillars including drug-device combination (DDC), biologics, and base injectables business.
What is OneSource Specialty Pharma Ltd share price analysis?
OneSource Specialty Pharma Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of N/A with a market cap of ₹18,141 Cr. Investors should review the full earnings analysis for detailed insights.
Is OneSource Specialty Pharma Ltd planning capital expenditure?
OneSource Specialty Pharma is expanding sterile injectable capacity with a planned shutdown in Q2 for line upgrades; new lyophilization capacity will be available starting Q3 FY27 to address supply-de.
Keep OneSource Specialty Pharma Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.