OneSource Specialty Pharma reported a strong Q4FY26!

Revenue jumped 47% QoQ to ₹42.82 Cr, and EBITDA soared 5x+ to ₹9.19 Cr, with adjusted profit (PAT) turning positive at ₹3.90 Cr.

Full-year FY26 saw a 2% dip in revenue to ₹142.16 Cr and a 35% decline in EBITDA to ₹30.42 Cr, mainly due to H2 delays.

Growth drivers include successful India semaglutide launches and new US injectable/softgel product introductions.

The company is actively expanding its biologics pipeline and scaling GLP-1 operations.

A second manufacturing line is set for commercial readiness by Q2FY27, with more capacity planned.

Key developments: OneSource is a CDMO partner for generic semaglutide approvals in Canada and US, with India launches already underway.

The company maintained an excellent compliance record, securing ANVISA approval and a USFDA EIR.

Management reaffirmed its FY28 outlook of $400 million organic revenue and ~40% EBITDA margin, focusing on GLP-1, biologics, and injectables/softgels.

The Steriscience acquisition is on hold until after FY28.