OneSource Specialty Pharma Limited announced its Q3FY26 results, reporting revenue of ₹2,903 million, a 26% YoY decrease, primarily due to delayed customer approvals for semaglutide in Canada. EBITDA was ₹173 million, down 88% YoY. The company reaffirms its FY28 guidance of $400 million in organic revenue and $500 million including recently proposed acquisitions.
Q3FY26 Financial Performance
OneSource Specialty Pharma Limited reported consolidated financial results for the quarter ended December 31, 2025 (Q3FY26). Key highlights include:
- Revenue: ₹2,903 million, down 26% YoY.
- EBITDA: ₹173 million, down 88% YoY.
- EBITDA %: 6% compared to 36% in Q3FY25.
- Adjusted PAT: (₹472) million.
Impact of Semaglutide Approval Delays
The company attributes the revenue decline to delays in customer approvals for semaglutide in Canada, impacting the quarterly performance. Mr. Neeraj Sharma, CEO & MD, stated that the demand remains intact, and the order book continues to trend upwards.
FY28 Guidance Reaffirmation
OneSource reaffirms its FY28 guidance, which includes:
- $400 million in organic revenue.
- $500 million including recently proposed acquisitions.
- A ~40% EBITDA margin outlook, subject to shareholder approvals.
Business Outlook
The company anticipates a recovery as customer approvals progress. OneSource is also seeing strong interest in its biologics segment, with a new global biosimilar player onboarded.
Source: BSE
