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OneSource Specialty Pharma Limited (ONESOURCE) Fair Value & Analysis

Healthcare · IN · Market cap ₹191B

OS OneSource Specialty Pharma Limited ONESOURCE · NSE
Price₹1,669
Fair Value₹222.29
Upside-86.7%
Quality34/100
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Evidence: Low Range ₹136.05 – ₹308.54

Fair value as of: Jul 3, 2026

From 6 valuation models · updated today

Share price −7.8% over the past month.

Price vs Fair Value (12 months)

₹2,021 ₹1,114 Fair Value ₹222.29 Jul 2025 Jul 2026

12‑month range ₹1,114 – ₹2,021 · fair‑value band ₹136.05 – ₹308.54 · the ₹1,669 price screens above the ₹222.29 fair value. As of Jul 3, 2026.

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Analysis

OneSource Specialty Pharma Limited (ONESOURCE) currently trades at ₹1,669, while our model-based Fair Value estimate is ₹222.29 — implying the stock looks roughly 86.7% overvalued today. We read business quality at 34/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

Over the trailing twelve months, OneSource Specialty Pharma Limited generated revenue of ₹14.2B at a net margin of -5.2%. Revenue grew 0.5% year over year. It earns a return on equity of -1.3%. Net debt stands at ₹14.1B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹14.2B
Revenue growth (YoY) +0.5%
Net margin -5.2%
Return on equity -1.3%
Free cash flow −₹6.8B FY2026
Operating margin 4.7%
More key figures
EPS (TTM) ₹-6.41
EPS growth (YoY) -95.3%
Net debt ₹14.1B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

OneSource Specialty Pharma Limited, a biopharmaceutical company, engages in the research, development, manufacture, and commercialization of biological drug products in various injectable formats in India, Ireland, the United States, and internationally. The company provides end-to-end contract development and manufacturing operations (CDMO) services across various phases of preclinical and clinical development and commercial supply of biologics. It also offers drug-devices, including prefilled syringes, dial and push variable and fixed dose pen injectors, pull push fixed dose pens, and autoinjectors; sterile injectables; soft gelatin capsules; and biologics solutions for microbial and mammalian cell line biopharmaceuticals, cell and gene therapy, and RNA products. The company was formerly known as Stelis Biopharma Limited and changed its name to OneSource Specialty Pharma Limited in February 2024. OneSource Specialty Pharma Limited was incorporated in 2007 and is based in …

Revenue & earnings trend

FY2023 – FY2026 · reported fiscal years

OneSource Specialty Pharma Limited reported revenue of ₹14.2B in FY2026 versus ₹387M in FY2023, a compound +232.4%/yr. Reported net income was −₹738M in FY2026.

Revenue +232.4%/yr
FY23 ₹387M
FY24 ₹1.7B
FY25 ₹14.4B
FY26 ₹14.2B
Net income
FY23 −₹8.0B
FY24 −₹3.9B
FY25 −₹2.1M
FY26 −₹738M

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Frequently asked questions

Is OneSource Specialty Pharma Limited (ONESOURCE) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹222.29 versus a price of ₹1,669 — about −87% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ONESOURCE?
Our model-based fair value for OneSource Specialty Pharma Limited is ₹222.29 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹1,669.
What is the quality score of ONESOURCE?
OneSource Specialty Pharma Limited has a Quality Score of 34/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of OneSource Specialty Pharma Limited (ONESOURCE)?
OneSource Specialty Pharma Limited reported trailing-twelve-month revenue of about ₹14.2B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of ONESOURCE?
The net profit margin of OneSource Specialty Pharma Limited is about -5.2%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.