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Onesource Specialty Pharma Limited — Earnings Release 2026
Jan 24, 2026
59072_rns_2026-01-24_0078938f-4fcb-4129-b1c6-4c1046a8f950.pdf
Earnings Release
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Cyber One, Unit No. 902, Sector 30A Plot No - 4 & 6, Vashi, Navi Mumbai 400703 India F: +91 22 2789 2924 T: 91 22 2789 2942
Star 1, Opp IIM Bangalore, Bilekahalli, Bannergha�a Road, Bengaluru – 560076, India T: +91 80 6784 0738
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Date: January 24, 2026
| BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai- 400001 Scrip Code: 544292 |
National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai – 400 051 Symbol: ONESOURCE |
|---|---|
Dear Madam/ Sir,
Sub: Addendum to Press Release [Original Press Release dated January 23, 2026]:
This is to inform that there was a minor typographical error in the Press Release dated [January 23, 2026], disseminated to the stock exchanges in terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, pertaining to the unaudited financial results for the quarter ended December 31, 2025.
The error was in para with heading ‘FY 28 Guidance Reaffirmation’ in the first page, wherein we had inadvertently mentioned “ ₹400 million in organic revenue and ₹500 million including recently proposed acquisitions”, instead of “$400 million in organic revenue and $500 million including recently proposed acquisitions”.
The corrected press release is attached and we confirm that this change does not impact the financials or disclosures made therein.
You are requested to kindly take the same on record.
For and on behalf of
OneSource Specialty Pharma Limited
Trisha A
Digitally signed by Trisha A
Date: 2026.01.24 12:45:58 +05'30'
Trisha A
Company Secretary and Compliance Officer Membership Number: A47635
Encl. as above
OneSource Specialty Pharma Limited Formerly Stelis Biopharma Limited
[email protected] | www.onesourcecdmo.com
CIN: L74140MH2007PLC432497
Press Release January 23, 2026
OneSource Q3FY26 Results; Transitional Quarter – Revenue Deferred Pending Customer Approvals for Semaglutide in Canada
Q3FY26 Performance Highlights
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Revenues at ₹2,903 million, down 26% YoY, impacted by delayed semaglutide approvals in Canada
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EBITDA at ₹173 million, down 88% YoY, due to lower revenue in the quarter and largely fixed cost base
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Adjusted PAT stood at (₹472) million with adjusted EPS of (₹4.1)
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Effective interest rate (EIR) below 9%, 200bps lower YoY
FY28 Guidance Reaffirmation
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$400 million in organic revenue and $500 million including recently proposed acquisition, with a ~40% EBITDA margin outlook, subject to shareholder approvals
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Organic business targeting ROCE[1] above 50% and Net-to-EBITDA below 1.5x
1. Goodwill and Scheme Intangibles arising from the business combination is excluded from the ROCE calculation as it is not reflective of operating performance in the absence of common control. Capital employed excludes new capital investment in progress.
Bangalore, India, January 23, 2026 - OneSource Speciality Pharma Limited (BSE:544292, NSE: ONESOURCE) today announced its consolidated financial results for the quarter ended December 31, 2025 (Q3FY26).
Financial Highlights (In ₹ million)
| Particulars | Q3FY26 | Q2FY26 | Q3FY25 | YoY |
|---|---|---|---|---|
| Revenues | 2,903 | 3,758 | 3,926 | (26%) |
| EBITDA | 173 | 1,065 | 1,419 | (88%) |
| EBITDA % | 6% | 28% | 36% | (3,018 bps) |
| Adjusted PAT1 | (472) | 449 | 672 | - |
| Adjusted EPS1 | (4.1) | 3.9 | 6.2 | - |
Note: Adjusted PAT and Adjusted EPS excludes exceptional items (Q3FY26: ₹71m, Q2FY26: Nil, Q3FY25: ₹1,005m) and scheme related intangible amortisation (Q3FY26: ₹344m, Q2FY26: ₹344m, Q3FY25: ₹355m)
Mr. Neeraj Sharma, CEO & MD, OneSource Specialty Pharma Limited speaking on the
performance said, “ As previously anticipated, this has been a subdued quarter due to delays in customer approvals in Canada that have prolonged the transition from the MSA to the CSA phase. The inherent demand, however, remains intact with order book continuing to trend upwards. In our nascent biologics segment, we continue to witness strong interest, with another global biosimilar player onboarded and the funnel at a historic high. ”
Detailed investor communication on the performance of the Company is attached.
Press Release January 23, 2026
About OneSource Specialty Pharma Limited
OneSource Specialty Pharma Limited (BSE: 544292, NSE: ONESOURCE) is a pure-play specialty pharmaceutical CDMO. The company focuses on the development and manufacturing of complex pharmaceutical products including biologics, drug-device combinations, sterile injectables, and oral technologies (soft gelatine capsules). It has five state-of-the-art manufacturing facilities approved by global regulatory authorities and a dedicated team of over 1,400 professionals. OneSource with its development capabilities, industry leading manufacturing capacities, and strong compliance track record, has won trust of global pharmaceutical companies seeking efficient, endto-end solutions. For more information, please visit www.onesourcecdmo.com.
For further information, please contact:
Institutional Investors Corporate Communication Anurag Bhagania CFO Pallavi Panchmatia: +91 8951939181 Email: [email protected] Tejaswani Fotedar +91 9004331391 Abhilash Mukherjee: +91 89044 28907 Email: [email protected] Email: abhilash,[email protected] Harsh Sheth : +91 9870631557 Email: [email protected]