OneSource Specialty Pharma（ONESOURCE）株式概要OneSource Specialty Pharma Limitedはバイオ医薬品会社であり、インド国内外において、様々な注射剤形式の生物学的製剤の研究、開発、製造、商業化に従事している。 詳細ONESOURCE ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績0/6財務の健全性2/6配当金0/6報酬収益は年間103.69%増加すると予測されています リスク分析キャッシュランウェイが1年未満である すべてのリスクチェックを見るONESOURCE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.72k49.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b82b2016201920222025202620282031Revenue ₹81.5bEarnings ₹10.4bAdvancedSet Fair ValueView all narrativesOneSource Specialty Pharma Limited 競合他社Sai Life SciencesSymbol: NSEI:SAILIFEMarket cap: ₹260.7bSyngene InternationalSymbol: NSEI:SYNGENEMarket cap: ₹176.9bIndegeneSymbol: NSEI:INDGNMarket cap: ₹125.6bAnthem BiosciencesSymbol: NSEI:ANTHEMMarket cap: ₹437.1b価格と性能株価の高値、安値、推移の概要OneSource Specialty Pharma過去の株価現在の株価₹1,715.4052週高値₹2,248.0052週安値₹1,057.00ベータ01ヶ月の変化-6.53%3ヶ月変化16.41%1年変化-15.30%3年間の変化n/a5年間の変化n/aIPOからの変化0.32%最新ニュースReported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹6.44 loss per share (further deteriorated from ₹1.57 loss in FY 2025). Revenue: ₹14.4b (flat on FY 2025). Net loss: ₹738.0m (loss widened 327% from FY 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Life Sciences industry in India.お知らせ • May 07OneSource Specialty Pharma Limited to Report Q4, 2026 Results on May 13, 2026OneSource Specialty Pharma Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026Buy Or Sell Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₹1,748. The fair value is estimated to be ₹2,191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 3,193% in the next 2 years.Major Estimate Revision • Feb 04Consensus estimates of losses per share improve by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹13.1b to ₹13.4b. EPS estimate increased from -₹12.10 per share to -₹9.83 per share. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,336 to ₹1,947. Share price rose 5.1% to ₹1,214 over the past week.Major Estimate Revision • Jan 30Consensus revenue estimates fall by 24%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹17.6b to ₹13.3b. Forecast loss of -₹12.10, down from profit of ₹24.40 per share profit previously. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,531 to ₹2,053. Share price fell 17% to ₹1,195 over the past week.分析記事 • Jan 28Some OneSource Specialty Pharma Limited (NSE:ONESOURCE) Analysts Just Made A Major Cut To Next Year's EstimatesThe analysts covering OneSource Specialty Pharma Limited ( NSE:ONESOURCE ) delivered a dose of negativity to...最新情報をもっと見るRecent updatesReported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹6.44 loss per share (further deteriorated from ₹1.57 loss in FY 2025). Revenue: ₹14.4b (flat on FY 2025). Net loss: ₹738.0m (loss widened 327% from FY 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Life Sciences industry in India.お知らせ • May 07OneSource Specialty Pharma Limited to Report Q4, 2026 Results on May 13, 2026OneSource Specialty Pharma Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026Buy Or Sell Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₹1,748. The fair value is estimated to be ₹2,191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 3,193% in the next 2 years.Major Estimate Revision • Feb 04Consensus estimates of losses per share improve by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹13.1b to ₹13.4b. EPS estimate increased from -₹12.10 per share to -₹9.83 per share. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,336 to ₹1,947. Share price rose 5.1% to ₹1,214 over the past week.Major Estimate Revision • Jan 30Consensus revenue estimates fall by 24%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹17.6b to ₹13.3b. Forecast loss of -₹12.10, down from profit of ₹24.40 per share profit previously. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,531 to ₹2,053. Share price fell 17% to ₹1,195 over the past week.分析記事 • Jan 28Some OneSource Specialty Pharma Limited (NSE:ONESOURCE) Analysts Just Made A Major Cut To Next Year's EstimatesThe analysts covering OneSource Specialty Pharma Limited ( NSE:ONESOURCE ) delivered a dose of negativity to...Price Target Changed • Jan 27Price target decreased by 7.7% to ₹2,336Down from ₹2,531, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ₹1,151. Stock is down 25% over the past year. The company is forecast to post a net loss per share of ₹12.10 next year compared to a net loss per share of ₹1.57 last year.Buy Or Sell Opportunity • Jan 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ₹1,432. The fair value is estimated to be ₹1,791, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 136% in 2 years. Earnings are forecast to grow by 4,127% in the next 2 years.Reported Earnings • Jan 24Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: ₹7.74 loss per share (further deteriorated from ₹6.31 loss in 3Q 2025). Revenue: ₹2.90b (down 26% from 3Q 2025). Net loss: ₹887.0m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 30%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in India.お知らせ • Jan 19OneSource Specialty Pharma Limited to Report Q3, 2026 Results on Jan 23, 2026OneSource Specialty Pharma Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 23, 2026分析記事 • Dec 15A Look At The Intrinsic Value Of OneSource Specialty Pharma Limited (NSE:ONESOURCE)Key Insights OneSource Specialty Pharma's estimated fair value is ₹1,540 based on 2 Stage Free Cash Flow to Equity With...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹0.92 (vs ₹6.31 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹0.92 (up from ₹6.31 loss in 2Q 2025). Revenue: ₹3.79b (down 3.5% from 2Q 2025). Net income: ₹104.9m (up ₹793.3m from 2Q 2025). Profit margin: 2.8% (up from net loss in 2Q 2025). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in India.お知らせ • Nov 05OneSource Specialty Pharma Limited to Report Q2, 2026 Results on Nov 11, 2025OneSource Specialty Pharma Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 11, 2025分析記事 • Sep 23Is OneSource Specialty Pharma (NSE:ONESOURCE) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 01OneSource Specialty Pharma Limited, Annual General Meeting, Sep 22, 2025OneSource Specialty Pharma Limited, Annual General Meeting, Sep 22, 2025, at 17:00 Indian Standard Time.分析記事 • Aug 28Calculating The Fair Value Of OneSource Specialty Pharma Limited (NSE:ONESOURCE)Key Insights OneSource Specialty Pharma's estimated fair value is ₹1,939 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Aug 05First quarter 2026 earnings released: ₹0.02 loss per share (vs ₹7.90 loss in 1Q 2025)First quarter 2026 results: ₹0.02 loss per share (improved from ₹7.90 loss in 1Q 2025). Revenue: ₹3.27b (up 318% from 1Q 2025). Net loss: ₹1.86m (loss narrowed 99% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Life Sciences industry in India.お知らせ • Jul 29OneSource Specialty Pharma Limited to Report Q1, 2026 Results on Aug 04, 2025OneSource Specialty Pharma Limited announced that they will report Q1, 2026 results on Aug 04, 2025New Risk • Jun 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-₹2.0b free cash flow). Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).New Risk • May 21New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹2.0b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Reported Earnings • May 07Full year 2025 earnings released: ₹1.57 loss per share (vs ₹88.02 loss in FY 2024)Full year 2025 results: ₹1.57 loss per share (improved from ₹88.02 loss in FY 2024). Revenue: ₹14.6b (up ₹12.9b from FY 2024). Net loss: ₹172.8m (loss narrowed 95% from FY 2024).お知らせ • Apr 30OneSource Specialty Pharma Limited to Report Q4, 2025 Results on May 05, 2025OneSource Specialty Pharma Limited announced that they will report Q4, 2025 results on May 05, 2025Board Change • Apr 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. CEO, MD & Director Neeraj Sharma is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 28OneSource Specialty Pharma Limited Announces Cessation of DirectorsOneSource Specialty Pharma Limited at its board meeting held on February 27, 2025, approved the following directors have step down from the position of directorship effective from February 27, 2025, Dr. GopaKumar Gopalan Nair as Non-Executive Independent Director, Ms. Rajashri Santosh Kumar Ojha as Non-Executive Independent Director, Mr. Mahadevan Narayanamoni as Non-Executive Independent Director and Mr. Bhushan Sudhir Bopardikar as Non-Executive Independent Director of the company.お知らせ • Feb 21OneSource Specialty Pharma Limited Announces Termination of Jason T Spacek, Chief Business OfficerOneSource Specialty Pharma Limited announced that Mr. Jason T Spacek, Chief Business Officer, ceased to be a Senior Management Personnel with effect from February 20, 2025, consequent to his termination. Date of Cessation February 20, 2025.お知らせ • Feb 15Onesource Specialty Pharma Limited Approves Appointment of Bernhard Thurnbauer as Chief Quality Officer, Effective March 01, 2025The Board of Directors of OneSource Specialty Pharma Limited via Circulation on February 14, 2025 have considered and approved the appointment of Mr. Bernhard Thurnbauer as the Chief Quality Officer (CQO) of the Company effective from March 01, 2025. Reason for change: Appointment of Mr. Bernhard Thurnbauer as the Chief Quality Officer (CQO) of the Company in line with the Internal Governance Structure of the Company. Bernhard Thurnbauer is a highly accomplished pharmaceutical executive with over 30 years of leadership experience in quality assurance, compliance, and technical operations. He has held senior positions in global biotech and pharmaceutical companies, including Moderna, Roche, Acino, and B. Braun. His expertise spans sterile injectables, biologics, CDMO operations, and regulatory compliance across USFDA, EMA, and other global health authorities. As Chief Quality Officer at OneSource, Bernhard would lead the company's global quality strategy, ensuring the highest regulatory and operational excellence. His vision focuses on developing high performing teams, transforming quality processes through artificial intelligence and aligning quality with business growth. Before joining OneSource, Bernhard was the Global Head of Audit Program Management at Moderna, overseeing a US-based team responsible for ensuring compliance with stringent global regulatory requirements. He played a pivotal role in shaping audit strategies, implementing risk-based approaches and driving efficiency improvements. Earlier in his career, Bernhard founded a manufacturing IT and compliance consultancy in Bangkok, leveraging his extensive industry experience to help pharmaceutical companies optimize operations. He is an active member of professional organizations such as ISPE and PDA. Outside of work, Bernhard enjoys traveling, exploring different cultures, and spending time by the sea.Recent Insider Transactions • Feb 08Insider recently sold ₹74m worth of stockOn the 31st of January, Vineetha Pillai sold around 48k shares on-market at roughly ₹1,565 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹104m more than they bought in the last 12 months.Reported Earnings • Jan 31Third quarter 2025 earnings releasedThird quarter 2025 results: ₹6.31 loss per share. Net loss: ₹688.5m (flat on 3Q 2024).株主還元ONESOURCEIN Life SciencesIN 市場7D-6.2%2.7%-0.7%1Y-15.3%-0.9%-4.3%株主還元を見る業界別リターン: ONESOURCE過去 1 年間で-3 % の収益を上げたIndian Life Sciences業界を下回りました。リターン対市場: ONESOURCEは、過去 1 年間で-5.1 % のリターンを上げたIndian市場を下回りました。価格変動Is ONESOURCE's price volatile compared to industry and market?ONESOURCE volatilityONESOURCE Average Weekly Movement6.2%Life Sciences Industry Average Movement6.2%Market Average Movement7.2%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: ONESOURCE 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ONESOURCEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20071,412Neeraj Sharmawww.onesourcecdmo.comOneSource Specialty Pharma Limitedはバイオ医薬品会社であり、インド国内外で様々な注射剤形式の生物学的製剤の研究、開発、製造、商業化に従事している。同社は、前臨床および臨床開発、生物製剤の商業供給の様々な段階において、エンド・ツー・エンドのCDMOサービスを提供している。また、プレフィルドシリンジ、ダイヤル式・プッシュ式可変・固定用量ペン型注射器、プルプッシュ式固定用量ペン型注射器、自動注射器などの薬剤デバイス、無菌注射剤、ソフトゼラチンカプセル、微生物・哺乳類細胞株バイオ医薬品、細胞・遺伝子治療、RNA製品などの生物製剤ソリューションも提供している。OneSource Specialty Pharma Limitedの前身はStelis Biopharma Limitedで、2024年2月にOneSource Specialty Pharma Limitedに社名変更した。同社は2007年に設立され、インドのベンガルールに本社を置いている。もっと見るOneSource Specialty Pharma Limited 基礎のまとめOneSource Specialty Pharma の収益と売上を時価総額と比較するとどうか。ONESOURCE 基礎統計学時価総額₹196.66b収益（TTM）-₹738.03m売上高(TTM)₹14.37b13.7xP/Sレシオ-266.5xPER（株価収益率ONESOURCE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ONESOURCE 損益計算書（TTM）収益₹14.37b売上原価₹4.45b売上総利益₹9.92bその他の費用₹10.66b収益-₹738.03m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-6.44グロス・マージン69.05%純利益率-5.14%有利子負債／自己資本比率21.9%ONESOURCE の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 04:48終値2026/06/09 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋OneSource Specialty Pharma Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Nitin AgarwalDAM Capital AdvisorsAdhidev ChattopadhyayICICI Securities Ltd.Abdulkader PuranwalaICICI Securities Ltd.2 その他のアナリストを表示
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹6.44 loss per share (further deteriorated from ₹1.57 loss in FY 2025). Revenue: ₹14.4b (flat on FY 2025). Net loss: ₹738.0m (loss widened 327% from FY 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Life Sciences industry in India.
お知らせ • May 07OneSource Specialty Pharma Limited to Report Q4, 2026 Results on May 13, 2026OneSource Specialty Pharma Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026
Buy Or Sell Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₹1,748. The fair value is estimated to be ₹2,191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 3,193% in the next 2 years.
Major Estimate Revision • Feb 04Consensus estimates of losses per share improve by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹13.1b to ₹13.4b. EPS estimate increased from -₹12.10 per share to -₹9.83 per share. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,336 to ₹1,947. Share price rose 5.1% to ₹1,214 over the past week.
Major Estimate Revision • Jan 30Consensus revenue estimates fall by 24%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹17.6b to ₹13.3b. Forecast loss of -₹12.10, down from profit of ₹24.40 per share profit previously. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,531 to ₹2,053. Share price fell 17% to ₹1,195 over the past week.
分析記事 • Jan 28Some OneSource Specialty Pharma Limited (NSE:ONESOURCE) Analysts Just Made A Major Cut To Next Year's EstimatesThe analysts covering OneSource Specialty Pharma Limited ( NSE:ONESOURCE ) delivered a dose of negativity to...
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹6.44 loss per share (further deteriorated from ₹1.57 loss in FY 2025). Revenue: ₹14.4b (flat on FY 2025). Net loss: ₹738.0m (loss widened 327% from FY 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 39% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Life Sciences industry in India.
お知らせ • May 07OneSource Specialty Pharma Limited to Report Q4, 2026 Results on May 13, 2026OneSource Specialty Pharma Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 13, 2026
Buy Or Sell Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock has risen 44% to ₹1,748. The fair value is estimated to be ₹2,191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 115% in 2 years. Earnings are forecast to grow by 3,193% in the next 2 years.
Major Estimate Revision • Feb 04Consensus estimates of losses per share improve by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹13.1b to ₹13.4b. EPS estimate increased from -₹12.10 per share to -₹9.83 per share. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,336 to ₹1,947. Share price rose 5.1% to ₹1,214 over the past week.
Major Estimate Revision • Jan 30Consensus revenue estimates fall by 24%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹17.6b to ₹13.3b. Forecast loss of -₹12.10, down from profit of ₹24.40 per share profit previously. Life Sciences industry in India expected to see average net income growth of 20% next year. Consensus price target down from ₹2,531 to ₹2,053. Share price fell 17% to ₹1,195 over the past week.
分析記事 • Jan 28Some OneSource Specialty Pharma Limited (NSE:ONESOURCE) Analysts Just Made A Major Cut To Next Year's EstimatesThe analysts covering OneSource Specialty Pharma Limited ( NSE:ONESOURCE ) delivered a dose of negativity to...
Price Target Changed • Jan 27Price target decreased by 7.7% to ₹2,336Down from ₹2,531, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ₹1,151. Stock is down 25% over the past year. The company is forecast to post a net loss per share of ₹12.10 next year compared to a net loss per share of ₹1.57 last year.
Buy Or Sell Opportunity • Jan 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ₹1,432. The fair value is estimated to be ₹1,791, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 72% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 136% in 2 years. Earnings are forecast to grow by 4,127% in the next 2 years.
Reported Earnings • Jan 24Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: ₹7.74 loss per share (further deteriorated from ₹6.31 loss in 3Q 2025). Revenue: ₹2.90b (down 26% from 3Q 2025). Net loss: ₹887.0m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 30%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in India.
お知らせ • Jan 19OneSource Specialty Pharma Limited to Report Q3, 2026 Results on Jan 23, 2026OneSource Specialty Pharma Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 23, 2026
分析記事 • Dec 15A Look At The Intrinsic Value Of OneSource Specialty Pharma Limited (NSE:ONESOURCE)Key Insights OneSource Specialty Pharma's estimated fair value is ₹1,540 based on 2 Stage Free Cash Flow to Equity With...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹0.92 (vs ₹6.31 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹0.92 (up from ₹6.31 loss in 2Q 2025). Revenue: ₹3.79b (down 3.5% from 2Q 2025). Net income: ₹104.9m (up ₹793.3m from 2Q 2025). Profit margin: 2.8% (up from net loss in 2Q 2025). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Life Sciences industry in India.
お知らせ • Nov 05OneSource Specialty Pharma Limited to Report Q2, 2026 Results on Nov 11, 2025OneSource Specialty Pharma Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 11, 2025
分析記事 • Sep 23Is OneSource Specialty Pharma (NSE:ONESOURCE) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 01OneSource Specialty Pharma Limited, Annual General Meeting, Sep 22, 2025OneSource Specialty Pharma Limited, Annual General Meeting, Sep 22, 2025, at 17:00 Indian Standard Time.
分析記事 • Aug 28Calculating The Fair Value Of OneSource Specialty Pharma Limited (NSE:ONESOURCE)Key Insights OneSource Specialty Pharma's estimated fair value is ₹1,939 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Aug 05First quarter 2026 earnings released: ₹0.02 loss per share (vs ₹7.90 loss in 1Q 2025)First quarter 2026 results: ₹0.02 loss per share (improved from ₹7.90 loss in 1Q 2025). Revenue: ₹3.27b (up 318% from 1Q 2025). Net loss: ₹1.86m (loss narrowed 99% from 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Life Sciences industry in India.
お知らせ • Jul 29OneSource Specialty Pharma Limited to Report Q1, 2026 Results on Aug 04, 2025OneSource Specialty Pharma Limited announced that they will report Q1, 2026 results on Aug 04, 2025
New Risk • Jun 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-₹2.0b free cash flow). Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).
New Risk • May 21New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹2.0b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Reported Earnings • May 07Full year 2025 earnings released: ₹1.57 loss per share (vs ₹88.02 loss in FY 2024)Full year 2025 results: ₹1.57 loss per share (improved from ₹88.02 loss in FY 2024). Revenue: ₹14.6b (up ₹12.9b from FY 2024). Net loss: ₹172.8m (loss narrowed 95% from FY 2024).
お知らせ • Apr 30OneSource Specialty Pharma Limited to Report Q4, 2025 Results on May 05, 2025OneSource Specialty Pharma Limited announced that they will report Q4, 2025 results on May 05, 2025
Board Change • Apr 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. CEO, MD & Director Neeraj Sharma is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 28OneSource Specialty Pharma Limited Announces Cessation of DirectorsOneSource Specialty Pharma Limited at its board meeting held on February 27, 2025, approved the following directors have step down from the position of directorship effective from February 27, 2025, Dr. GopaKumar Gopalan Nair as Non-Executive Independent Director, Ms. Rajashri Santosh Kumar Ojha as Non-Executive Independent Director, Mr. Mahadevan Narayanamoni as Non-Executive Independent Director and Mr. Bhushan Sudhir Bopardikar as Non-Executive Independent Director of the company.
お知らせ • Feb 21OneSource Specialty Pharma Limited Announces Termination of Jason T Spacek, Chief Business OfficerOneSource Specialty Pharma Limited announced that Mr. Jason T Spacek, Chief Business Officer, ceased to be a Senior Management Personnel with effect from February 20, 2025, consequent to his termination. Date of Cessation February 20, 2025.
お知らせ • Feb 15Onesource Specialty Pharma Limited Approves Appointment of Bernhard Thurnbauer as Chief Quality Officer, Effective March 01, 2025The Board of Directors of OneSource Specialty Pharma Limited via Circulation on February 14, 2025 have considered and approved the appointment of Mr. Bernhard Thurnbauer as the Chief Quality Officer (CQO) of the Company effective from March 01, 2025. Reason for change: Appointment of Mr. Bernhard Thurnbauer as the Chief Quality Officer (CQO) of the Company in line with the Internal Governance Structure of the Company. Bernhard Thurnbauer is a highly accomplished pharmaceutical executive with over 30 years of leadership experience in quality assurance, compliance, and technical operations. He has held senior positions in global biotech and pharmaceutical companies, including Moderna, Roche, Acino, and B. Braun. His expertise spans sterile injectables, biologics, CDMO operations, and regulatory compliance across USFDA, EMA, and other global health authorities. As Chief Quality Officer at OneSource, Bernhard would lead the company's global quality strategy, ensuring the highest regulatory and operational excellence. His vision focuses on developing high performing teams, transforming quality processes through artificial intelligence and aligning quality with business growth. Before joining OneSource, Bernhard was the Global Head of Audit Program Management at Moderna, overseeing a US-based team responsible for ensuring compliance with stringent global regulatory requirements. He played a pivotal role in shaping audit strategies, implementing risk-based approaches and driving efficiency improvements. Earlier in his career, Bernhard founded a manufacturing IT and compliance consultancy in Bangkok, leveraging his extensive industry experience to help pharmaceutical companies optimize operations. He is an active member of professional organizations such as ISPE and PDA. Outside of work, Bernhard enjoys traveling, exploring different cultures, and spending time by the sea.
Recent Insider Transactions • Feb 08Insider recently sold ₹74m worth of stockOn the 31st of January, Vineetha Pillai sold around 48k shares on-market at roughly ₹1,565 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹104m more than they bought in the last 12 months.
Reported Earnings • Jan 31Third quarter 2025 earnings releasedThird quarter 2025 results: ₹6.31 loss per share. Net loss: ₹688.5m (flat on 3Q 2024).
