OneSource Specialty Pharma Q3 2025 Report
Executive Summary
OneSource Specialty Pharma continues to demonstrate robust performance in Q3 2025, with a diversified service portfolio positioning the company uniquely to capture expanding global generic and biosimilar opportunities.
Q3 Financial Performance
Revenue: INR 393 crores (+18% growth)
EBITDA: INR 143 crores (36% margin)
Growth Projection
Medium-Term CAGR: 25-30%
Target EBITDA Margin: 40%+
Capacity Expansion
GLP-1 Cartridge Capacity
Current: 40 million units
Target: 220 million units (5x)
Strategic Growth Plans
Return Projections
- Next 5 Years: Annualized returns 15-20%
- Next 10 Years: Potential to triple current valuations
- 15-20 Years: Potential 8-10x increase in shareholder value
Competitive Advantages
- First-mover status in GLP-1 technology
- Integrated biologics capabilities
- Robust customer base with global industry leaders
Capital Strategy
$100 million capex allocated to:
- Drug-device combinations
- Strides injectable space
- Meeting global demand forecasts
Debt Reduction Goal: Net debt to EBITDA < 1, debt-free by FY27
Disclaimer: This report is for informational purposes only. Investors should conduct their own research and consult professional advisors before making investment decisions.
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