Onesource Specialty Pharma logo

Onesource Specialty Pharma share price

NSE: ONESOURCEBSE: 544292Pharmaceuticals & BiotechnologySmall Cap

Onesource Specialty Pharma Limited · Face value ₹1 · Listed Jan 2025
Last close ₹1,577.60down ₹12.20 (0.77%)BSE ₹1,573.50

Share price at the NSE close on 28 Oct 2026. Previous close ₹1,589.80.

28 Oct: open ₹1,620.00, high ₹1,642.90, low ₹1,560.00

52-week range of traded prices to 28 Oct 2026
₹1,057.00Low, 30 Jan 2026₹1,925.00High, 3 Nov 2025
Market cap
₹18,091 Cr373rd largest listed
P/E
Lossover the last 12 months
P/B
3.06
Dividend yield
Nonein the last 12 months
ROE
0.0%
ROE without one-offs
0.2%
ROCE
1.5%
Debt to equity
0.25
Volume, NSE
38,11,76127.4% delivered

Onesource Specialty Pharma share price chart

Daily closes since Jan 2025, adjusted for splits and bonuses

−14.0%over a year · Nifty MidSmall Healthcare +15.4% · Nifty 500 −8.8%

Results20-session average 7,72,583 shares a day, 49.4% delivered

About Onesource Specialty Pharma

OneSource Specialty Pharma is a contract development and manufacturing organisation (CDMO), a company that develops and makes medicines for other drug companies.1 From Bengaluru, it serves pharmaceutical and biotechnology companies in regulated and international markets, in drug-device combinations, biologics, sterile injectables and softgel (soft gelatin capsule) technologies.12

It has 5 plants in Bengaluru, 4 owned and 1 run under a loan licence agreement, with approvals from regulators including the US FDA, EMA, MHRA, Health Canada, TGA, WHO GMP and ANVISA.31 Its workforce is over 1,600 employees.4

It was incorporated in 2007.5 A scheme of arrangement effective 1 Apr 2024 brought Strides' softgel business, Steriscience's injectables business and Stelis Biopharma into the company.6 Its founder and promoter, Arun Kumar, chairs the board as a non-executive director.7 Strides Pharma Science, which develops and markets generic and specialty medicines, shares a common promoter with the company.8

Onesource Specialty Pharma key points

Results

  • In the quarter to Jun 2026, revenue was ₹4,490 million, up 37% from a year earlier, and EBITDA (earnings before interest, tax, depreciation and amortisation) was ₹1,233 million, up 39%.9
  • In the year to Mar 2026, consolidated revenue was ₹14,216 million against ₹14,449 million a year earlier, and consolidated EBITDA was ₹3,042 million against ₹4,665 million, a margin of 21% against 32%.10
  • In the year to Mar 2026, consolidated adjusted profit after tax was ₹739 million, against ₹2,314 million a year earlier; the company presents it excluding one-off items (₹99 million) and amortisation of intangibles from the merger scheme (₹1,378 million) that year.1011

Market position

  • In June 2026, more than 40% of generic semaglutide pens sold in India were made at its site, the company said; semaglutide is a diabetes and weight-loss drug.12
  • OneSource says it is the only CDMO supporting all 4 generic semaglutide approvals in G7 countries: 3 in Canada and 1 in the US; its 4 May 2026 filing calls the US one tentative (cleared on standards, sale held back until patents or exclusivity end).1314

Service offerings

  • Drug-device combinations. Fills injectable drugs and assembles them into devices such as pre-filled syringes and pen injectors, with 12 device platforms and more than 50 drug-device projects.1516
  • Biologics. Makes biologic drugs (medicines made in living cells) on microbial and mammalian systems, with drug substance and finished product at one site; its biologics opportunity pipeline grew nearly 4x in the year to Mar 2026.171819
  • Sterile injectables. Makes sterile injectables, including freeze-dried (lyophilised) products, with a focus on critical-care injectables that often run short in global markets, and runs a dedicated penicillin plant under US FDA approval.20
  • Softgel capsules. Makes soft gelatin capsules; under Strides the business served mainly Strides' own products, and it now offers contract development and manufacturing to other companies.2122

Plants and capacity

  • On its earnings call of 25 Jul 2026, the company said its second cartridge-filling line would start commercial production in the quarter to Sep 2026, doubling its sterile days (days a line can run sterile).23
  • The company said on the same call that a third line would be ready within the year to Mar 2027, with 675 sterile days expected in the year to Mar 2028.2425

Customers and partners

  • In the year to Mar 2026, about 80% of its project wins and licensing deals came from existing customers; it serves more than 80 customers, more than 50 of them on 2 or more projects or products.26
  • Partners Dr. Reddy's Laboratories (announced 29 Apr 2026) and Orbicular (4 May 2026) won Canada's first 2 generic semaglutide approvals, copies of Ozempic made by OneSource.2714
  • On 11 Feb 2026 it received Saudi approval for its generic semaglutide, to be sold by Hikma Pharmaceuticals, its exclusive partner for the Middle East and North Africa.28

Expansion and capital spending

  • The company stated in its annual report for the year to Mar 2026 that about 80% of its 4-year, US$100 million capital spending programme on capacity and technology has been committed.29
  • On its earnings call of 25 Jul 2026, the company said it expects its added softgel capacity to be taken up over 12 to 15 months and, with no room at the current site, has started a process to set up a new softgel site.22
  • The company said on the same call that it is adding pre-filled syringe and lyophilisation capacity in injectables, shutting 1 sterile injectable site for the work from the quarter to Sep 2026.30

What the company expects

  • The company stated in its annual report for the year to Mar 2026 that it targets organic revenue (from its existing businesses) of US$400 million, with a 40% EBITDA margin, in the year to Mar 2028.31
  • On its earnings call of 25 Jul 2026, the company said commercial revenue from many of its new biologics customers would start in the year to Mar 2029, with development contracts before that.32

Recent events

  • On 17 Aug 2026, India Ratings upgraded the long-term credit rating (its view of the ability to repay debt) on the company's bank loans to IND A with a Positive outlook, from IND A-.33
  • A US FDA inspection of the Sterile Product Division plant in Bengaluru, 22 Jun 2026 to 30 Jun 2026, ended with 1 observation (a finding the company must answer); its documents give no outcome.34
  • On 13 May 2026, the board decided not to pursue, in its current form, the acquisition of Steriscience's European contract development and manufacturing business and Brooks Steriscience's anti-infective business.35

Results

Consolidated; ₹ crore.Onesource Specialty Pharma quarterly results

Revenue growth, 12 months
+10.7%
Net profit growth, 12 months
−103.9%

Quarter to Sep 2026, against the quarter before

Revenue
₹516 Crup 14.97%
Net profit
₹57 Crup 129.96%
Net margin
11.1%

Revenue by quarter

₹393 CrDec 24₹426 CrMar 25₹327 CrJun 25₹376 CrSep 25₹290 CrDec 25₹428 CrMar 26₹449 CrJun 26₹516 CrSep 26
Peak revenue ₹516 Cr, quarter to Sep 2026; lowest ₹290 Cr, quarter to Dec 2025

Net profit by quarter, a loss in red

  • Net profit
  • Loss
−₹69 CrDec 24₹98 CrMar 25−₹0.19 CrJun 25₹10 CrSep 25−₹89 CrDec 25₹4.60 CrMar 26₹25 CrJun 26₹57 CrSep 26
A loss in 3 of the 8 quarters shown
₹ croreDec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Revenue393426327376290428449516
Net profit−6998010−8952557
Net margin−17.5%23.1%−0.1%2.8%−30.6%1.1%5.6%11.1%
Consolidated. The last eight quarters. The latest is shaded. Net profit is the whole group's, the other owners of its subsidiaries included; P/E and ROE use the company's own share.

Business segments

In the year to Mar 2026 the company reports one business segment, Pharma, which carries all its revenue.

Valuation

Today, against the company's own history. Not shown, P/E: loss, last twelve months. Dividend yield is not shown: no dividend in the years on record.Onesource Specialty Pharma PE ratio and valuation

Price to book

At or below today's level on 39% of 247 trading days over the last year.

LowestHighest
Its median3.14Industry median2.94

Where the return came from

Yearly rates to Mar 2026, per-share figures restated for splits and bonuses.

OverReturn a yearEarnings growthChange in P/EDividend yield
1 year−15.9%––0.0%
Return is price growth plus the average dividend yield. Change in P/E is (1 + price growth) / (1 + earnings growth) - 1, so the parts compound rather than add. Earnings growth and the change in P/E are left empty where earnings per share at either end of the window was a loss or is not on record. Earnings growth over 1 year is on profit divided by shares in issue at both ends: the earnings per share stated for one end does not match that year's profit and share count.

Shareholding

Per cent of the company's shares, from the filing for Sep 2026.Onesource Specialty Pharma shareholding pattern

Shareholding by group

  • Promoters30.47%
  • Foreign institutions19.46%
  • Indian institutions24.21%
  • Individuals and others25.86%
Holder
TENSHI PHARMACEUTICALS PRIVATE LIMITEDPromoter18.39%
KARUNA BUSINESS SOLUTIONS LLPPromoter7.06%
AUTHUM INVESTMENT AND INFRASTRUCTURE LIMITEDCompanies4.95%
SBI LIFE INSURANCE CO. LTDInsurance companies2.89%
PRONOMZ VENTURES LLPPromoter2.41%
ROUTE ONE OFFSHORE MASTER FUND L.P.Foreign portfolio investors, category I2.32%
Holders are named in the company's own words: an insurer's holding can carry one of its funds' names. Mutual funds are left out here and listed fund by fund below.

Promoters have pledged 38.79% of their shares. Since Jun 2026: promoters −0.01 pts, foreign institutions +0.27 pts, Indian institutions +0.83 pts, mutual funds +0.78 pts.

The filing reports 93,78,312 of its 11,46,73,791 shares locked in.

Mutual fund holdings

93 funds disclosed a holding for Sep 2026. What they did in Sep 2026, against each fund's month before. 46 of the 53 funds that added or cut are index funds, ETFs or arbitrage funds: an index fund or ETF holds what its index holds, and an arbitrage fund holds the share against a sale of its future.All 93 funds holding Onesource Specialty Pharma

Bought for the first time
5
Added
21
Cut
32
Held unchanged
35
Sold out
2
Portfolios disclosed for Sep 2026. Weight is the holding as a share of the fund's assets.

Promoter and insider buying and selling

Trades made since 29 Oct 2025.Onesource Specialty Pharma insider trading

Bought on the market Sold on the market
  • Promoters and promoter group6 purchases, 0 sales₹45 CrNo saleNet₹45 Cr50 pledge filings of unclear kind
  • Others: no market trade · 4 pledge filings of unclear kind
Bought and sold count trades on the market only. A pledge is shares given to a lender as security for a loan; a lender invokes it by selling them.

Onesource Specialty Pharma competitors and peers

Pharmaceuticals, 215 listed companies, priced on 28 Oct 2026. The table lists the 8 companies closest to Onesource Specialty Pharma in market cap.Healthcare companies

Onesource Specialty Pharma is not on the chart: it has no P/E today

Return on equity across, P/E up, size is market cap
Company
Neuland Laboratories logoNeuland LaboratoriesNEULANDLAB25,62151.4713.67+78.3%+182.6%29.3%32.1%0.17%
Granules India logoGranules IndiaGRANULES22,92634.61–+24.8%+38.1%15.1%15.1%0.21%
Shilpa Medicare logoShilpa MedicareSHILPAMED18,22861.317.03+27.9%+167.6%12.0%10.9%0.06%
Cohance Lifesciences logoCohance LifesciencesCOHANCE18,214171.454.66+41.2%−58.5%3.8%3.0%0.00%
Caplin Point Laboratories logoCaplin Point LaboratoriesCAPLIPOINT17,96026.995.01+15.0%+17.7%20.7%19.8%0.34%
Alivus Life Sciences logoAlivus Life SciencesALIVUS17,18128.495.16+7.9%+21.7%19.6%22.7%0.36%
Pfizer logoPfizerPFIZER17,08423.244.06+10.7%−9.1%17.5%21.0%2.01%
Eris Lifesciences logoEris LifesciencesERIS16,30723.053.93+11.1%+70.2%19.6%13.4%0.61%
Market cap in ₹ crore. Growth is the last twelve months against the twelve before. A figure is left empty where it would rest on a loss or the company has under a year of results on record. ROE is the shareholders' profit over their net worth. ROCE is profit before interest and tax over the whole group's net worth plus borrowings, as in the figures at the top of the page.

Latest announcements

Routine notices left out.Onesource Specialty Pharma announcements

Onesource Specialty Pharma share price by year

Each calendar year to 2025.Onesource Specialty Pharma share price history

YearClose at year endChangeHighest closeLowest close
20251,810.60–2,197.801,238.20
₹ per share, adjusted for splits and bonuses since. Change is on the close at the end of the year before. 2025 is from its first session, 24 Jan 2025.

Recent sessions

The 9 trading days to 27 Oct 2026, as traded on NSE; the latest is at the top of the page.

DateOpenHighLowCloseAverage priceVolumeDelivery
27 Oct 20261,402.701,605.001,384.101,589.801,568.7678,03,59416.2%
26 Oct 20261,334.101,404.501,326.101,397.301,379.372,28,37363.8%
23 Oct 20261,377.801,377.801,320.601,334.101,341.282,06,52963.5%
22 Oct 20261,358.001,385.301,326.301,377.801,360.031,08,05141.8%
21 Oct 20261,365.701,385.001,331.301,357.101,364.202,16,71363.1%
19 Oct 20261,412.901,413.301,352.301,366.601,382.1592,38744.7%
16 Oct 20261,448.401,448.401,401.901,407.801,418.261,03,56345.2%
15 Oct 20261,440.001,442.001,421.101,433.201,430.9885,97942.4%
14 Oct 20261,459.101,460.001,423.901,442.401,442.173,03,38064.5%
Prices in ₹ per share as traded, not adjusted.

Company details

Chairperson
Arun Kumar Pillai
At the end of the quarter to Sep 2026
Managing director
Neeraj Sharma
At the end of the quarter to Sep 2026
NSE symbol
ONESOURCE
BSE code
544292
ISIN
INE013P01021
Industry
Pharmaceuticals & Biotechnology
CIN
L74140MH2007PLC432497
Corporate identity number, the registrar of companies' code for it
Incorporated
2007
Registered office
201, Devavrata, Sector 17,Vashi, Sanpada, Thane, Navi Mumbai 400703, Maharashtra
Share registrar
Integrated Registry Management Services Pvt. Ltd (Integrated Enterprises (India) Ltd)
Keeps the register of shareholders and handles transfers and dividend payments