ONESOURCEOnesource Specialty

₹1833.5-2.36%

Market Cap

₹20,910.59 Cr

Stock P/E

-2174.67

ROCE

2.61%

ROE

-0.55%

Book Value

₹512.39

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Shareholding

Holdings

Distribution

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Domestic Investors

Public

From Last Concall

POSITIVES

•
EBITDA momentum is robust, with quarterly EBITDA up 37% YoY and margins expanding to 27%.
•
Order book remains solid with take-or-pay contracts, underpinning confidence as markets open up and capacity expansion accelerates.

NEGATIVES

•
Ongoing litigation with Novo Nordisk and Dr. Reddy's remains sub judice and is not discussed on the call.
•
Near-term leverage headroom may temporarily exceed the target 1.5x EBITDA due to capex acceleration.

Peers Summary

Sector Leader

Onesource Specialty Pharma Ltd. is significantly underperforming across all key financial metrics compared to its peers in the Pharmaceuticals & Drugs sector. Companies like Cipla Ltd. and Sun Pharmaceutical Industries Ltd. show strong profitability and growth, making them sector leaders, while Onesource is financially weak with negative margins and high debt levels.

Key Points

• Onesource has the lowest revenue growth, EPS, ROE, ROA, and profitability metrics.
• Cipla and Sun Pharmaceutical stand out as top performers in profitability and valuation metrics.
• Onesource’s extremely high P/E ratio indicates it is overvalued compared to peers.

Top Performers

Cipla Ltd.

Highest ROE and EBITDA margin, strong growth in revenue and EPS.

Sun Pharmaceutical Industries Ltd.

Strong revenue growth and profitability metrics, low debt levels.

Dr. Reddy's Laboratories Ltd.

Consistent growth in revenue, EPS, and strong profitability metrics.

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