Onesource Specialty Pharma Ltd.
NSE: ONESOURCEOnesource Specialty Pharma Ltd.: A 30-second snapshot
OneSource Specialty Pharma trades at Rs 1,688.30, above both its 50-DMA (Rs 1,683.76) and 200-DMA (Rs 1,619.98) with RSI at a neutral 52.6, though still down 15.41% over the past year and 16.69% below its 52-week high. Five-year revenue growth of 37.2% has not yet translated into profitability on an annual basis (profit margin -3.15%, zero FCF-positive years), even as the forward PE of 21.45x and a quality score of 47 (2nd of 6 tracked Pharma peers) point to expectations of improvement. Analyst coverage is thin, with a mean rating of 1.75 across 4 analysts (1-5 scale, lower = more constructive).
P/E
—
Forward P/E
21.5
ROE
—
Debt / Equity
25.79
Profit Margin
-3.1%
Div. Yield
—
5Y ROE > 15%
0/5
5Y FCF > 0
0/5
Quality
52/100
News
8 headlines · 6 positive · 0 negative
Analysts Are Updating Their OneSource Specialty Pharma Limited (NSE:ONESOURCE) Estimates After Its First-Quarter Results - simplywall.st
simplywall.st
OneSource Specialty Pharma Q1 Results: Net profit turns positive, revenue rises 37% - scanx.trade
scanx.trade
OneSource, Formycon Partner on Biosimilar Manufacturing - Contract Pharma
Contract Pharma
OneSource Specialty Pharma ties up with Germany's Formycon for Biosimilar manufacturing - BusinessLine
BusinessLine
OneSource Specialty Pharma partners with German firm to manufacture biosimilars for global markets - CNBC TV18
CNBC TV18
Recent context
- ·Q1 results (headlines dated late July 2026) were described as 'net profit turns positive' with revenue up 37%, and analysts were reported updating their estimates in response.
- ·A biosimilar-manufacturing partnership with Germany's Formycon was announced in mid-July 2026, covered by Contract Pharma, BusinessLine and CNBC TV18.
- ·News flow reviewed (8 items) skewed positive (6 positive, 2 neutral, 0 negative), concentrated in the two-week window around the Q1 results and partnership announcement.
Strengths
- +Revenue growth of 37.2% over five years, one of the stronger growth metrics among the data reviewed.
- +Currently trading above both the 50-DMA (Rs 1,683.76) and 200-DMA (Rs 1,619.98), with RSI at a neutral 52.6.
- +Quality score of 47 ranks 2nd of 6 tracked Pharma peers, ahead of Apollo Hospitals (44), Max Healthcare (37), Cipla (28) and Dr. Reddy's (4).
- +Absolute leverage is modest at a debt-to-equity of approximately 0.26x, and recent news flow includes an announced biosimilar-manufacturing partnership with Germany's Formycon alongside a Q1 update describing net profit turning positive on 37% revenue growth.
Weaknesses
- −Profit margin stands at -3.15%, with zero years of ROE above 15% and zero FCF-positive years in the available history -- the historical record has not yet shown sustained earnings quality.
- −Forward PE of 21.45x is not matched by a meaningful trailing PE given the current loss, implying the market is pricing in a profitability inflection ahead of the historical numbers.
- −Stage-1 persistence data flags a rising debt trend and a consistency score of just 15/100, alongside a stock price still 16.69% below its 52-week high and down 15.41% over the past year.
- −Analyst coverage is thin at 4 analysts (mean rating 1.75 on a 1-5 scale, lower = more constructive), limiting the statistical reliability of that consensus read.
Open questions
- ?Does the Q1 'net profit turns positive' update reflect a genuine trend, or does the trailing annual profit margin of -3.15% suggest more history is needed before earnings quality can be assessed?
- ?What is driving the Stage-1 'rising' debt trend even though the absolute debt-to-equity level (~0.26x) remains modest -- is it funding the biosimilar partnership and other capacity investments?
- ?How does the 37.2% five-year revenue growth reconcile with zero years of FCF generation over the same period, and when might that gap close?
- ?With only 4 analysts covering the stock, how much weight should the 1.75 mean rating carry relative to the underlying operating metrics?
Peer comparison: Pharma
Ranks 2 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| ONESOURCE | Onesource Specialty Pharma Ltd.You're viewing | — | — | 47 |
| Industry avg | across 5 peers | 49.4 | +14.8% | 34 |
| SUNPHARMA | Sun Pharmaceutical Industries Ltd. | 41.6 | +14.7% | 56 |
| APOLLOHOSP | Apollo Hospitals Enterprise Ltd. | 66.4 | +21.5% | 44 |
| MAXHEALTH | Max Healthcare Institute Ltd. | 74.6 | +14.3% | 37 |
| CIPLA | Cipla Ltd. | 35.4 | — | 28 |
| DRREDDY | Dr. Reddy's Laboratories Ltd. | 28.9 | +8.8% | 4 |
Technical state
Current price
₹1,688.30
SMA 50
₹1,683.76
SMA 200
₹1,619.98
RSI (14)
52.6 (neutral)
From 52w high
-16.7%
1Y return
-15.4%
3M return
-3.4%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- highProfit margin of -3.15%, zero years with ROE above 15%, and zero FCF-positive years in the available history indicate the company has not yet shown sustained earnings quality on an annual basis; trailing PE is not meaningful given the loss, while the forward PE of 21.45x already prices in a profitability inflection that the historical record does not yet support, even against 37.2% five-year revenue growth.
- lowStage-1 persistence data flags a rising debt trend and a consistency score of 15/100, signalling limited historical financial stability, though absolute leverage remains modest at a debt-to-equity of roughly 0.26x (raw metric 25.79, percent-scaled).
- lowThe stock is down 15.41% over the past year and remains 16.69% below its 52-week high, even though it currently trades above both its 50-DMA (Rs 1,683.76) and 200-DMA (Rs 1,619.98) with RSI at a neutral 52.6.
- lowAnalyst coverage is thin at 4 analysts; mean rating of 1.75 on a 1-5 scale (lower = more constructive) carries limited statistical reliability at this sample size.
Cross-section contradictions
- News sentiment skews positive (6 of 8 items, 0 negative) around the Q1 results release describing 'net profit turns positive' with 37% revenue growth and a new biosimilar-manufacturing partnership, while the fundamentals block shows a trailing profit margin of -3.15% and zero FCF-positive years in the available history -- a gap between a single quarterly inflection and the trailing annual picture that is worth reconciling as more data arrives.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 1 Aug 2026 · rotates through NIFTY 500 every ~5 days