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In the news

India Ratings upgrades Onesource Specialty Pharma to 'A' rating

Onesource Specialty Pharma swings to ₹25 cr Q1 profit, ICICI targets ₹2400

ONESOURCE shares fall 1.59% after strategic biosimilar partnership

Onesource shares fall 7% on Dr Reddy's semaglutide supply delay

Five Stocks to Buy: Pharma, Agrochemical, Telecom & Industrial Picks

Onesource Specialty Pharma gets Unit II expansion approval

OneSource Specialty Pharma shares fall 5% on Q4 profit plunge

Q4 results today: Airtel profit drops 34%, TVS Motor up 37%

OneSource Specialty Pharma gets EU GMP certification for sterile division

Onesource Specialty Pharma partner gets USFDA nod for generic Ozempic

OneSource Specialty Pharma gets EU-GMP renewal for Bengaluru unit

OneSource-Hikma get Saudi Ozempic approval for Middle East market

Onesource Specialty Pharma shares tank 18% on Q3 miss
The Quarter story
The two most recent quarterly results, compared side-by-side.
OneSource Specialty Pharma shows a clear earnings turnaround with steady deal flow and consistent margins, though past one-off gains have normalized.
Active RFPs in pipeline grow from 25 to 70 from Q1 FY26 to Q1 FY27, signaling sustained deal flow.
Adjusted PAT drops from ₹4.3 to a loss of ₹472 before rebounding to ₹6.7 from Q1 FY26 to Q1 FY27, indicating earnings volatility.
Adjusted EPS climbs from ₹0.04 to ₹5.6 from Q1 FY26 to Q1 FY27, confirming a clear earnings turnaround.
EBITDA surges from ₹10.3 to ₹919 then normalizes to ₹13.1 from Q1 FY26 to Q1 FY27, reflecting the settlement of one-off gains.
New wins increase from 6 to 11 from Q1 FY26 to Q1 FY27, reflecting accelerating commercial traction.
EBITDA margin expands from 27% to 27.5% from Q1 FY26 to Q1 FY27, demonstrating consistent pricing resilience.
Reported PAT recovers from a loss of $2 to $250 from Q1 FY26 to Q1 FY27, highlighting a strong profit recovery.
Company insights, generated from the most recent coverage.
Dr. Reddy's delayed commercial supplies of Semaglutide (disclosed July 9), creating sentiment overhang despite company stating operations are unaffected by other client demand.
Stock fell 3.38% to ₹1,526 in a gap-up fade pattern, driven by profit booking after strong Q1 results and pre-AGM institutional repositioning.
Complex amalgamation scheme involving Steriscience and Strides Pharma Services creates uncertainty around dilution and timelines, weighing on sentiment.