This small-cap stock, which is India’s first specialty pharma CDMO (Contract Development and Manufacturing Organization), engaged in developing and manufacturing complex drug-device combination products and high-value specialty pharmaceuticals, jumped 6 percent after the company reported March quarterly results with a 482.38 percent YOY increase in revenue.
With a market capitalization of Rs. 19,479.30 crores, the share of OneSource Specialty Pharma Limited has reached an intraday high of Rs. 1,756.50 per equity share, rising nearly 5.91 percent from its previous day’s close price of Rs. 1,658.55. Since then, the stock has retreated and is currently trading at Rs. 1,702.20 per equity share.
Coming into the quarterly results of OneSource Specialty Pharma Limited, the company’s consolidated revenue from operations increased by 482.38 percent YOY, from Rs. 73.14 crore in Q4 FY24 to Rs. 425.95 crore in Q4 FY25, and grew by 8.51 percent QoQ from Rs. 392.56 crore in Q3 FY25.
OneSource Specialty Pharma Limited’s consolidated net profit has turned from negative to positive, from a net loss of Rs. 40.17 crore in Q4 FY24 to a net profit of Rs. 99.19 crore in Q4 FY25. As compared to Q4 FY25, the net loss turned to net profit, from -Rs. 68.85 crore in Q3 FY25. The basic earnings per share turned from negative to positive, from -Rs. 9.67 in Q4 FY24 to Rs . 8.61 in Q4 FY25.
FY25 Result: OneSource Specialty Pharma Limited’s revenue has increased from Rs. 171.92 crore in FY24 to Rs. 1,444.85 crore in FY25, which is a growth of 740.42 percent. The net loss has reduced from Rs. 391.17 crore in FY24 to Rs. 17.97 crore in FY25.
Ace investor Mukul Mahavir Agrawal holds a 1.31 percent stake in OneSource Specialty Pharma Limited, valued at Rs. 248.9 crores, consisting of 15 lakh shares.
Management Commentary
Neeraj Sharma, CEO and MD of OneSource Specialty Pharma, stated that “In the next three to four years, we have said we will be a $400 million revenue company with a 40% EBITDA margin. A lot of it is driven by our drug device combination biologics business, which is a very strong revenue and EBITDA driver going forward for us.”
Guidance
OneSource Specialty Pharma plans to double its revenue and improve profit margins over the next 3–4 years. The company is currently making 40 million cartridges, one of the highest in the industry, and aims to boost this number to over 200 million. This major expansion in cartridge production is expected to drive strong growth in the coming years.
Written By – Nikhil Naik
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