ONESource Specialty Pharma Withdraws from Jefferies Global Healthcare Conference

Onesource Specialty Pharma , a prominent player in the pharmaceutical industry, has announced its decision to withdraw from the upcoming Jefferies Global Healthcare Conference. The event, scheduled for November 18-20, 2025, in London, is a significant platform for healthcare companies to engage with investors and industry peers.

Reason for Withdrawal

The company cited "urgent matters" as the primary reason for their absence from the conference. This unexpected development has raised questions about the nature of these urgent matters and their potential impact on the company's operations.

Impact on Investor Relations

The Jefferies Global Healthcare Conference is known for providing valuable opportunities for companies to:

Present their business strategies
Showcase recent developments
Engage with potential investors

ONESource Specialty Pharma's absence from this event may affect its planned interactions with investors and industry analysts.

Official Communication

ONESource Specialty Pharma officially communicated its decision to withdraw from the conference. The company's Company Secretary and Compliance Officer, Trisha A, signed the official notice, which was submitted to regulatory authorities.

Company Background

ONESource Specialty Pharma Limited, formerly known as Stelis Biopharma Limited, is headquartered in Bengaluru, India. The company operates in the specialty pharmaceutical sector, focusing on developing and manufacturing pharmaceutical products.

Investors and industry observers will likely be watching closely for any further announcements or developments from ONESource Specialty Pharma in the coming days.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-3.90%	-6.02%	-16.48%	-12.68%	-10.40%	-10.40%

Onesource Specialty Pharma , a pure-play specialty pharmaceutical CDMO, has reported strong financial results for the second quarter of fiscal year 2026, demonstrating robust growth and improved profitability.

Q2FY26 Financial Highlights

Metric	Value	Year-over-Year Change
Revenue	₹3,758.00 million ($43.10 million)	12% increase
EBITDA	₹1,065.00 million ($12.20 million)	506 basis points margin increase
EBITDA Margin	28.00%	-
Adjusted PAT	₹449.00 million ($5.20 million)	-
Adjusted EPS	₹3.90	-

The company's performance was driven by the execution of Master Service Agreements (MSAs) and IP-led base business sales. OneSource signed 9 new MSAs and licensing agreements across different platforms during the quarter, including repeat business from existing customers.

Operational Updates

OneSource continues to see strong momentum in drug-device-combinations (DDCs) and its base business of soft gel capsules and injectables. The company has onboarded two new device platforms, bringing its total to 11, further expanding its end-to-end capabilities in DDCs.

To support upcoming commercial supplies, OneSource is accelerating its Phase 2 capacity expansion. The company plans to increase its cartridge capacity from 40 million to approximately 220 million units.

Strategic Developments

During the quarter, OneSource entered into a Composite Scheme of Arrangement and Amalgamation, which includes the merger of Brooks Steriscience Limited, Steriscience Pte Limited, and Strides Pharma Services Private Limited with the company. This strategic move aims to strengthen OneSource's market position and expand its capabilities.

The company has also proposed acquisitions of a multi-dose fill-finish site in Europe and an integrated carbapenem facility in India, which are expected to enhance its global footprint and expand its addressable market in anti-infectives.

Biologics Growth

OneSource reported a significant boost to its biologics funnel, with an approximately 4x increase compared to FY25. This growth is attributed to strengthened sales and marketing efforts, customer interactions, and participation in biologics-focused trade shows. The company is also benefiting from supportive industry tailwinds, including easing regulatory pathways for biosimilar development in the US.

Outlook

Based on its performance and strategic initiatives, OneSource has raised its FY28 revenue outlook to $500 million, with an expected EBITDA margin of 40%. The company remains committed to its growth strategy, focusing on expanding its capabilities, increasing capacity, and strengthening its position in the global CDMO market.

Neeraj Sharma, CEO & MD of OneSource Specialty Pharma Limited, commented on the results, stating, "Q2 performance was underpinned by MSAs executions and sales from our IP led base business. DDC capacity addition is being accelerated to support upcoming customer launches. We are excited about recently approved proposed acquisition for multi-dose fill-finish site in Europe and integrated carbapenem facility in India and accordingly are raising our FY28 revenue outlook to $500m+."

As OneSource Specialty Pharma continues to execute its growth strategy, investors and industry observers will be watching closely to see how the company capitalizes on its expanding capabilities and market opportunities in the coming quarters.