View ValuationOneSource Specialty Pharma 향후 성장Future 기준 점검 5/6OneSource Specialty Pharma (는) 각각 연간 103.7% 및 41.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 103.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.5% 로 예상됩니다.핵심 정보103.7%이익 성장률103.69%EPS 성장률Life Sciences 이익 성장25.9%매출 성장률41.5%향후 자기자본이익률12.45%애널리스트 커버리지Low마지막 업데이트15 May 2026최근 향후 성장 업데이트Major 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.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.모든 업데이트 보기Recent 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.공시 • 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.분석 기사 • 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.공시 • 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, 2026분석 기사 • 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.공시 • 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, 2025분석 기사 • 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...공시 • 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.분석 기사 • 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.공시 • 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).공시 • 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.공시 • 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.공시 • 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.공시 • 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).이익 및 매출 성장 예측NSEI:ONESOURCE - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202833,9148,5407,3129,49943/31/202722,3044,1343,9065,85443/31/202614,366-738-5,60585N/A12/31/202514,193208N/AN/AN/A9/30/202515,215406-3,929167N/A6/30/202514,798-119N/AN/AN/A3/31/202514,449-173-1,960-679N/A12/31/202410,920-1,566N/AN/AN/A6/30/20242,415-3,207N/AN/AN/A3/31/20241,719-3,657-1,710-1,072N/A3/31/2023387-4,156-2,068-1,628N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ONESOURCE 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(6.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: ONESOURCE (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: ONESOURCE 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: ONESOURCE 의 수익(연간 41.5%)이 Indian 시장(연간 10.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ONESOURCE 의 수익(연간 41.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ONESOURCE의 자본 수익률은 3년 후 12.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:27종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스OneSource Specialty Pharma Limited는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nitin AgarwalDAM Capital AdvisorsAdhidev ChattopadhyayICICI Securities Ltd.Abdulkader PuranwalaICICI Securities Ltd.2명의 분석가 더 보기
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.
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.
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.
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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.
분석 기사 • 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.
공시 • 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).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).