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Onesource Specialty Pharma Ltd

₹ 1,797-0.16%
05 Jan – close price
🔗onesourcecdmo.com•BSE: 544292•NSE: ONESOURCE
Market Cap₹ 20,588 Cr.
Current Price₹ 1,797
High / Low₹ 2,250
Stock P/E77.9
Book Value₹ 523
Dividend Yield0.00 %
ROCE6.42 %
ROE4.14 %
Face Value₹ 1.00
Sales₹ 1,510 Cr.
OPM34.3 %
Mar Cap₹ 20,588 Cr.

ABOUT

Incorporated in 2007, OneSource Specialty Pharma Ltd is in the research, development, manufacture and commercialisation of biological drug products in various injectable formats. It also offers end-to-end CDMOservices across all phases of pre-clinicaland clinical development and commercialsupply of biologics[1]

KEY POINTS

Business Overview:[1]OSSPL is a subsidiary of Strides PharmaLtd. The company is a Contract Developmentand Manufacturing Organisation that catersto several biopharma and biotech companies.It covers the entire CDMO value chain, from clinical development to technology transferto commercial manufacture and regulatory assistance.

Also present in buckets:
Aggressive Growth TriggersExcellent ResultsRevenue GuidanceAsset Base ExpansionCapacity Expansion And ProductsPreferential IssuanceOrder Book PositionLarge Order ReceiptsJv Partnerships AcquisitionsCredit Rating UpdatesRed Flags And Poor Performance

Peer Comparision

S.No.NameCurrent Price (Rs.)Price to EarningMarket Capitalization (Rs.Cr.)Dividend yield (%)Net Profit latest quarter (Rs.Cr.)YOY Quarterly profit growth (%)Sales latest quarter (Rs.Cr.)YOY Quarterly sales growth (%)Return on capital employed (%)Sales (Rs.Cr.)OPM (%)Profit after tax (Rs.Cr.)Profit after tax latest quarter (Rs.Cr.)Price to book valueReturn on assets (%)Debt to equity
1.Sun Pharma.Inds.1728.9035.93414821.020.933124.952.5614478.318.9320.2154964.0130.1211543.963117.955.3312.970.07
2.Divi's Lab.6363.5067.98168930.930.47689.0035.102715.0016.1220.4410029.0032.372485.00689.0010.9613.530.01
3.Torrent Pharma.3869.8060.45130971.620.83591.0032.493302.0014.3027.0512248.0032.602166.53600.1715.5013.260.33
4.Cipla1519.8022.56122765.070.861353.373.737589.447.6422.7228349.5725.405441.141351.173.7314.720.01
5.Dr Reddy's Labs1250.0018.07104328.800.641336.807.288828.309.8322.6934310.0024.645772.201347.102.9012.950.16
6.Lupin2083.7022.0195183.170.581484.8373.347047.5124.2321.3024750.6927.254324.631477.924.8512.410.32
7.Zydus Lifesci.921.9518.4592769.741.191238.6040.926123.2016.9224.3124493.9031.105029.351283.603.6714.640.38
8.OneSource Speci.1796.7077.8920587.510.0037.10172.59375.1952.896.421510.3634.29264.3037.103.442.930.22
–Median: 151 Co.410.930.91678.70.1113.4911.71152.6410.5814.89574.0115.9343.8413.963.158.560.22

Quarterly Results

Standalone figures in ₹ crores

Dec 2023Dec 2024Jun 2024Jun 2025Mar 2024Mar 2025Sep 2023Sep 2024Sep 2025
Sales
563372403217347734245375
Expenses
672372302417624072223274
Operating Profit
-10991080-3237-3822102
Other Income
-74-95-1533-32-33
Profit before tax
-130-73-6525-40174-113-5837
Tax %
0%0%-63%0%0%0%0%0%0%
Net Profit
-130-73-2425-40174-113-5837
EPS in Rs
–-6.38–2.17–15.22––3.24

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales
21132391721,3001,510
Expenses
93228156254930992
Operating Profit
-72-96-117-82370518
Other Income
14-525-143-95-83
Interest
16684889162137
Depreciation
347010976135135
Profit before tax
-121-230-799-390-22163
Net Profit
-121-230-799-39019163
EPS in Rs
––––1.6914.25
Dividend Payout %
0%0%0%0%0%–

Compounded Profit Growth

10 Years:%
5 Years:%
3 Years:37%
TTM:260%

Compounded Sales Growth

10 Years:%
5 Years:%
3 Years:114%
TTM:146%

Return on Equity

10 Years:%
5 Years:%
3 Years:-17%
Last Year:4%

Stock Price CAGR

10 Years:%
5 Years:%
3 Years:%
1 Year:%

Balance Sheet

Standalone figures in ₹ crores

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital
24441111
Reserves
7771,0127833945,9095,975
Borrowings
3861,1548645719421,295
Other Liabilities
98275363457635670
Total Liabilities
1,2622,4452,0141,4267,4977,952
Fixed Assets
6331,2311,3618633,2003,353
Gross Block
7181,3921,6331,1393,611–
Accumulated Depreciation
86160271277410–
CWIP
382440334188206173
Investments
53525202,8482,843
Other Assets
1947223143551,2431,582
Total Assets
1,2622,4452,0141,4267,4977,952

Cash Flows

Standalone Figures in ₹ Crores / Yearly

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Cash from Operating Activity
-115-420-165-109-47
Cash from Investing Activity
-210-685-66506-300
Cash from Financing Activity
3811,159118-384417
Net Cash Flow
5655-1121370

Ratios

Standalone Figures in ₹ Crores / Yearly

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days
3810135118124
Inventory Days
871,7202,354665233
Days Payable
7584081,606419143
Cash Conversion Cycle
-6331,414784363214
Working Capital Days
-2,423-1,288-6,731-873-49
ROCE %
–-10%-12%-12%6%

Shareholding Pattern

Numbers in percentages

Dec 2024Mar 2025Jun 2025Sep 2025
Promoters
37.76%34.25%29.78%29.77%
FIIs
17.44%18.54%18.69%19.39%
DIIs
12.56%18.03%18.09%18.48%
Public
32.24%29.17%33.42%32.34%

* The classifications might have changed from Sep'2022 onwards.ℹ️

BSE Announcements AI Summary

Direct from BSE filings, auto-summarised

OneSource Specialty Pharma Renews EU-GMP Certification for Flagship Unit II Facility

18th April 2026, 1:00 am

OneSource Specialty Pharma receives 'Leader' ESG rating of 73 for FY25

16th April 2026, 3:43 pm

OneSource Specialty Pharma Allots 21,450 Equity Shares Under ESOP 2021

10th April 2026, 1:27 am

OneSource Specialty Pharma: Trading Window to Close from April 1 for Financial Results

25th March 2026, 10:08 pm

OneSource Specialty Pharma Gets In-Principle Approval for Merger Scheme

7th March 2026, 12:33 am

Published by Other Websites

External media mentions & references

West Asia Crisis Escalates, Indian Markets Rally; Wipro Lands $1B Deal, Adani Wins SC Case

6th April 2026, 10:16 pm

Small Caps Soar: Rs 100 Stocks Lock Upper Circuit as Markets Hit Highs

17th February 2026, 4:09 pm

OneSource Eyes MENA GLP-1 Market Via Hikma Deal

11th February 2026, 2:23 pm

Onesource Pharma Slumps 18% on Widening Q3 Loss, Downgrade

27th January 2026, 12:06 pm

OneSource Pharma Q3 Loss Deepens, Reaffirms USD 400M FY28 Revenue Target

24th January 2026, 4:20 pm

News Articles

Editorial & research coverage

OneSource Eyes MENA GLP-1 Market Via Hikma Deal
OneSource Eyes MENA GLP-1 Market Via Hikma Deal

11th February 2026, 2:23 pm

Pharma Generics Set for ₹50 Billion Surge as Semaglutide Patent Expires!
Pharma Generics Set for ₹50 Billion Surge as Semaglutide Patent Expires!

3rd January 2026, 8:39 pm

OneSource Specialty Pharma: ICICI Securities Reaffirms BUY Rating, Sets INR 2,475 Target on Strong FY28 Outlook
OneSource Specialty Pharma: ICICI Securities Reaffirms BUY Rating, Sets INR 2,475 Target on Strong FY28 Outlook

18th November 2025, 5:48 pm

OneSource, Hikma Get SFDA nod for Generic Ozempic in Saudi Arabia
OneSource, Hikma Get SFDA nod for Generic Ozempic in Saudi Arabia
OneSource Pharma Q3 Collapse: Revenue Down 26%, PAT Turns Loss
OneSource Pharma Q3 Collapse: Revenue Down 26%, PAT Turns Loss

Documents

Announcements

Intimation Of The Press Release Of Credit Rating Under Regulation 30 Read With Schedule III Of The SEBI (Listing Obligations And Disclosures Requirements) Regulations, 2015

31 Dec - India Ratings affirmed IND A-/Positive on additional bank loan facilities, rating unchanged from June 3, 2025.

Closure of Trading Window
Revised Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011.
Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011.
Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

11 Dec - In reference to our intimation dated 09.12.2025, where the number of shares allotted was intimated as 11,45,62,136 instead of 23,000 equity shares of Re. 1/- …

Annual Reports

Financial Year 2025

(from bse)

Credit Ratings

Rating update

3 Jun 2025 from fitch

Rating update

20 Feb 2025 from care

Rating update

23 Sep 2024 from care

Rating update

25 Jul 2024 from care

Concalls

Nov 2025

TranscriptPPTRecording

Sep 2025

PPT

Aug 2025

TranscriptPPTRecording

May 2025

TranscriptPPT

Feb 2025

TranscriptPPT

Stock Analysis

Description

OneSource Specialty Pharma Limited (formerly Stelis Biopharma Limited) is engaged in the research, development, manufacture, and commercialisation of biological drug products, offering end-to-end CDMO services across all phases of development and commercial supply. The company focuses on the biopharma and biotech sectors, covering the entire CDMO value chain.

Key Growth Triggers

  1. Amalgamation of subsidiaries to simplify corporate structure, enhance operational efficiency, and reduce administrative, compliance, and legal costs.
  2. Strategic acquisitions of USFDA-approved manufacturing facilities to expand capabilities and global reach.
  3. Acceleration of capacity additions and onboarding of new device platforms.
  4. Advancing towards significant revenue and EBITDA margin targets for FY28.

Order Book

Currently no data available for Order Book.

Key Red Flags

  1. The company faces a significant contingent liability from a disputed USD 136.32 million claim by Prestige Biopharma Ltd.
  2. Promoters have pledged a notable portion of their shareholding.
  3. Historically, the company has experienced periods of net losses and fluctuating profitability.

Key Dates To Watch

Currently no data available for Key Dates To Watch.

Corporate Announcements

17th Apr 26
Impact Rating: 7
OneSource Specialty Pharma Limited announced the successful renewal of EU-GMP certification for its key Bengaluru Unit II facility, which manufactures biologics, drug-device combinations, and sterile injectables.
16th Apr 26
Impact Rating: 6
NSE Sustainability Ratings & Analytics has independently awarded OneSource Specialty Pharma Limited an ESG rating of '73', placing it in the 'Leader' category for the financial year FY25.
9th Apr 26
Impact Rating: 7
On April 9, 2026, OneSource Specialty Pharma allotted 21,450 equity shares under ESOP 2021. Paid-up capital increased from INR 11,46,21,201 (₹11.46 cr) to INR 11,46,42,651 (₹11.46 cr).
25th Mar 26
Impact Rating: 6
OneSource Specialty Pharma is closing its trading window from April 1, 2026, as per insider trading norms. The window will remain shut until 48 hours after the company declares its financial results for the quarter and year ended March 31, 2026.
6th Mar 26
Impact Rating: 8
OneSource Specialty Pharma has secured in-principle approval for a merger scheme involving Steriscience entities. The board will conduct a further review before filing with the NCLT within six months.