OneSource Specialty Pharma Ltd (NSE:ONESOURCE)

Q3 2026 Onesource Specialty Pharma Ltd Earnings Call Transcript

Jan 23, 2026 / 04:00 AM GMT

Transcript

Key Points

Positve

OneSource Specialty Pharma Ltd (BOM:544292) has achieved key milestones in building readiness for operating capacity and preparing for scale.
The company remains confident in achieving its FY28 guidance of $400 million in revenue with an EBITDA of $160 million.
There is strong underlying demand for OneSource's business, with expanding order books across Canada, India, and other emerging markets.
Capacity expansion plans are on track, with significant investments in CapEx to meet increased demand.
The company has made notable progress in its biologics business, benefiting from strong tailwinds and increased RFPs.

Negative

Q3 FY26 results were impacted by deferred revenues due to delays in Canadian regulatory approvals.
The company experienced a 26% year-on-year decline in revenue, resulting in an EBIT loss.
Operating leverage was unfavorable due to revenue shortfalls, leading to a decline in EBITDA.
There are uncertainties related to regulatory approvals, impacting near-term guidance and revenue recognition.
The company is facing challenges with current batch sizes being suboptimal, affecting commercial viability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ONEO.NS - Onesource Specialty Pharma Ltd
Q3 2026 Onesource Specialty Pharma Ltd Earnings Call
Jan 24, 2026 / 04:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the One Source Specialty Pharma Limited Q3 FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Abhishek Singhal from One Source Specialty Pharma Ltd.

Thank you, and over to you, sir.

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