Onesource Specialty Pharma Share Price Target 2026: Stock Analysis, Share Price Today, Bull Case and Bear Case After Q1 FY27
- July 2, 2026
- Posted by: Kunal Singla
- Category: News
Onesource Specialty Pharma Rs 1,535.80 (6 Oct 2026 close). 52-week range Rs 1,057 to Rs 1,925. Q1 FY27 revenue Rs 449 cr, up 37%; profit Rs 25 cr.
Quick Answer
The Onesource Specialty Pharma share price target for 2026 is Rs 1,360 to Rs 1,700, which is between 11 percent below and 11 percent above the last close of Rs 1,535.80, with bull and bear cases of Rs 2,223 to Rs 2,668 and Rs 746 to Rs 911. Onesource Specialty Pharma reported Q1 FY27 consolidated revenue up 37 percent to Rs 449 crore and EBITDA up 39 percent to Rs 123.3 crore at a 27.5 percent margin, with a reported profit of Rs 24.99 crore against a small loss a year ago. Management reiterated a FY28 target of USD 400 million of revenue and a 40 percent EBITDA margin, but the company lost Rs 73.8 crore in FY26 and trades at about 11 times trailing sales. No brokerage price target was available on the sources we track as of 6 October 2026, so every range below is a Univest research scenario.
The Onesource Specialty Pharma share price target for 2026 is Rs 1,360 to Rs 1,700 in the Univest base case, with the stock at Rs 1,535.80 at the 6 October 2026 close. That is 20.2 percent below its 52-week high of Rs 1,925.00 and 45.3 percent above its 52-week low of Rs 1,057.00, and the stock moved down 17.9 percent over the past year. Onesource Specialty Pharma is a Bengaluru contract development and manufacturing firm for biologics, drug-device combinations and semaglutide, formerly Stelis Biopharma. Debt to equity is 0.26 and the company pays no dividend.
Three things changed since the last update: Q1 FY27 results on 24 July showed a turnaround to profit, the stock rose 2.55 percent to Rs 1,695.50 on the day, and a Value Research report in September flagged a supply pause for semaglutide. This Onesource Specialty Pharma stock analysis covers the Onesource Specialty Pharma share price today, the Onesource Specialty Pharma share price target for 2026, 2027 and 2030, the Q1 FY27 numbers, catalysts and risks, key price levels and a Onesource Specialty Pharma buy or sell view.
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What Is the Onesource Specialty Pharma Share Price Target for 2026?
The 2026 target for Onesource Specialty Pharma shares is Rs 1,360 to Rs 1,700 in the Univest base case, which is -11.4% to +10.7% against the last close. The bull case is Rs 2,223 to Rs 2,668 and the bear case is Rs 746 to Rs 911. No brokerage price target was available on the sources we track as of 6 October 2026, so every range below is a Univest research scenario. Analyst consensus is used as a cross-check, not as the base.
Onesource Specialty Pharma Share Price Target Scenarios: Bull Case, Base Case and Bear Case
| Scenario | FY28E Sales per Share | Target Multiple | Price Target (Rs) | Move vs Rs 1,535.80 |
|---|---|---|---|---|
| Bull Case | Rs 296.4 | 7.5x to 9x | 2,223 to 2,668 | +44.7% to +73.7% |
| Base Case | Rs 226.7 | 6x to 7.5x | 1,360 to 1,700 | -11.4% to +10.7% |
| Bear Case | Rs 165.7 | 4.5x to 5.5x | 746 to 911 | -51.4% to -40.7% |
Onesource has only just turned profitable on a reported basis, so the ranges use price to sales, with a Univest assumption of FY28 revenue near Rs 2,600 crore, or Rs 227 a share, well below the USD 400 million goal. The base case of 6 to 7.5 times is close to the current 6.8 times, and the bull case needs revenue near Rs 3,400 crore. The PE multiple does not apply because trailing earnings are negative, so the table uses price to sales in place of an EPS estimate, and the sales per share figure is a Univest assumption, not company guidance. Those assumptions set the Onesource Specialty Pharma share price target range around the current price.
Onesource Specialty Pharma Company Overview and Share Price Today as of 6 October 2026
Onesource Specialty Pharma share price today is Rs 1,535.80 on the NSE at the 6 October 2026 close, before the market opens on 7 October. The market capitalisation is Rs 17,619 crore, and trailing earnings are negative, so the stock trades on sales and its FY28 target. The Univest base case Onesource Specialty Pharma share price target of Rs 1,360 to Rs 1,700 is -11.4% to +10.7% from here. The table below sets out the key numbers behind the Onesource Specialty Pharma share price target.
| Parameter | Value | Context |
|---|---|---|
| NSE Ticker | ONESOURCE | BSE code 544292 |
| Sector | Contract drug development and manufacturing | Per Univest sector classification |
| Last Close (NSE) | Rs 1,535.80 | 6 Oct 2026 close |
| 52-Week High | Rs 1,925.00 | CMP is 20.2% below |
| 52-Week Low | Rs 1,057.00 | CMP is 45.3% above |
| 1-Year Return | About -18% | Weekly close Rs 1870.7 on 10 Oct 2025 to Rs 1535.8 |
| Market Capitalisation | Rs 17,619 crore | Mid cap contract manufacturer |
| Trailing P/E | Not applicable (loss) | Industry P/E about 37.19x |
| P/B Ratio | About 3.02x | Book value Rs 508.53 per share |
| EPS (TTM) | Rs -4.24 | Trailing twelve months |
| Return on Equity | About -1.1% | Debt to equity 0.26 |
| Dividend Yield | Nil | No dividend |
| 12-Month Target (Base Case) | Rs 1,360 to Rs 1,700 | Univest base case |
| Bull Case | Rs 2,223 to Rs 2,668 | +44.7% to +73.7% |
| Bear Case | Rs 746 to Rs 911 | -51.4% to -40.7% |
Track live price, fundamentals and results for Onesource Specialty Pharma on the Univest Screener.
How Did Onesource Specialty Pharma Perform in Q1 FY27?
Onesource Specialty Pharma reported Q1 FY27 consolidated revenue of Rs 449.0 crore, up 37 percent from Rs 327.3 crore and up 5 percent from the previous quarter. EBITDA rose 39 percent to Rs 123.3 crore and the margin was 27.5 percent against 21.5 percent in Q4 FY26. Together these Q1 FY27 numbers anchor the Onesource Specialty Pharma share price target.
| Metric | Q1 FY27 | Context |
|---|---|---|
| Revenue | Rs 449.0 crore | Up 37% YoY; up 5% QoQ |
| EBITDA | Rs 123.3 crore | Up 39%; margin 27.5% |
| Consolidated Profit | Rs 24.99 crore | Against a loss of Rs 1.86 crore |
| Adjusted Profit | Rs 63.7 crore | Adjusted EPS Rs 5.6 |
| New Launches and Logos | 9 launches, 6 logos | Biologics enquiries up fourfold |
| FY28 Target | USD 400 million | At a 40% EBITDA margin |
Growth came from the semaglutide launch in Canada and India, new service contracts and customer wins. A one-off charge of Rs 4.30 crore for old litigation involving employees of a subsidiary was booked. The FY27 outlook from management is the main input for these estimates. These numbers sit behind every range in the scenario table above, so they anchor the Onesource Specialty Pharma share price target.
Why Is Onesource Specialty Pharma Share Price Down 18 Percent in a Year?
Onesource Specialty Pharma shares are down about 18 percent in a year and 20 percent below the Rs 1,925 high of the week of 3 November 2025. The stock fell 18 percent in the week of 19 January and 15.6 percent in the week of 26 January 2026 to a low of Rs 1,057.
A 18 percent jump in the week of 20 April on 1.09 crore shares lifted it back to about Rs 1,824, but it fell 5.9 percent in the week of 28 September. Value Research noted that the Canadian launch stalled over a partner’s dossier and that supply paused again in July over an active ingredient quality issue. The Onesource Specialty Pharma share price target scenarios below account for that move.
Key Catalysts for the Onesource Specialty Pharma Share Price Target in 2026
4 catalysts matter most for the Onesource Specialty Pharma share price target, and sector tailwinds in Contract drug development and manufacturing are part of the case. Together they decide whether the base case is reached.
1. Semaglutide Launch
The commercial launch in Canada and India drove growth. Smooth supply would add large revenue. If it plays out, the Onesource Specialty Pharma share price target moves toward the top of the base range.
2. Scale Benefits
EBITDA margin rose to 27.5 percent from 21.5 percent in the last quarter. Higher volume spreads fixed costs. Strength here would support the upper end of the Onesource Specialty Pharma share price target.
3. Biologics Pipeline
The biologics enquiry funnel nearly quadrupled in a year. New contracts can lift growth. Delivery on this point keeps the Onesource Specialty Pharma share price target on track.
4. FY28 Target
Management targets USD 400 million of revenue at a 40 percent margin. Meeting even part of it would justify the price. Better news here would lift the Onesource Specialty Pharma share price target toward the bull case.
What Are the Key Risks to the Onesource Specialty Pharma Share Price Target?
The main risks are dependence on customer approvals, supply interruptions, a high valuation and losses. Each can pull the Onesource Specialty Pharma share price target lower.
Customer Approvals
Revenue depends on partners’ regulatory approvals. A stalled approval delays orders. If it materialises, the Onesource Specialty Pharma share price target would slip toward the bear case.
Supply Interruptions
Supply paused in July over an active ingredient quality issue. More pauses would hit revenue. This is the main downside risk to the Onesource Specialty Pharma share price target.
High Valuation
The market values the company on FY28 hopes. A bear case of 4.5 times sales of Rs 166 a share would put the price near Rs 746. A worsening here would cut the Onesource Specialty Pharma share price target toward the low end of the range.
Reported Losses
FY26 loss was Rs 73.8 crore. A weaker quarter would revive loss concerns. Watch it closely, because it can pull the Onesource Specialty Pharma share price target lower quickly.
Onesource Specialty Pharma Stock Analysis: Support and Resistance Levels for the Share Price Target
Onesource Specialty Pharma stock analysis on weekly charts shows a range of Rs 1,434 to Rs 1,657 since mid-September, with the stock near the middle.
The first support level is Rs 1,470 to Rs 1,478, the low of the week of 5 October and the late-August low. Below that, Rs 1,434 is the low of the week of 28 September, and Rs 1,400 is the March low.
The first resistance level is Rs 1,544 to Rs 1,617, the highs of the weeks of 5 and 28 September. Above that, Rs 1,643 to Rs 1,657 marks the September highs and Rs 1,720 to Rs 1,755 marks the July highs. These levels come from weekly price action, are not trade recommendations, and frame the near-term Onesource Specialty Pharma share price target.
Onesource Specialty Pharma Share Price Target 2026, 2027 and 2030: Short, Medium and Long Term
Short-Term Onesource Specialty Pharma Share Price Target (3 to 6 Months)
In the near term the stock is likely to trade between Rs 1,434 and Rs 1,657, from the late-September low to the mid-September high. A close above Rs 1,617 would put Rs 1,657 in play, while a weekly close under Rs 1,470 would put Rs 1,434 in play. The Q2 FY27 results are the main trigger. This range anchors the near-term Onesource Specialty Pharma share price target.
12-Month and 2027 Onesource Specialty Pharma Share Price Target
The 12-month target price is Rs 1,360 to Rs 1,700, valued on 6 to 7.5 times FY28 sales per share of Rs 226.7. The range across scenarios runs from Rs 746 in the bear case to Rs 2,668 in the bull case.
Long-Term Onesource Specialty Pharma Share Price Target for FY29 to 2030
For FY29 to 2030 the Univest scenario range is Rs 1,500 to Rs 2,340. This assumes sales per share of Rs 300 in FY29 and Rs 360 in FY30 and a multiple of 5 to 6.5 times. It needs semaglutide supply to run smoothly and revenue to reach the USD 400 million FY28 goal. This is the long-term Onesource Specialty Pharma share price target in the Univest scenarios.
Bull Case and Bear Case for Onesource Specialty Pharma Share Price Target
Bull Case Rs 2,223 to Rs 2,668
The bull case of Rs 2,223 to Rs 2,668 for the Onesource Specialty Pharma share price target needs sales per share of Rs 296.4 and the market to pay 7.5 to 9 times for it. It is +44.7% to +73.7% from the last close.
Bear Case Rs 746 to Rs 911
The bear case of Rs 746 to Rs 911 for the Onesource Specialty Pharma share price target equals 4.5 to 5.5 times FY28 sales per share of Rs 165.7 and sits below the Rs 1057 low. It is -51.4% to -40.7% from the last close.
Is Onesource Specialty Pharma a Good Buy at Rs 1,536? Onesource Specialty Pharma Buy or Sell View
Whether Onesource Specialty Pharma is a buy at Rs 1,535.80 depends on horizon and risk appetite. The base case sits between 11 percent below and 11 percent above the current price, the stock is 20 percent below its high, and the open question is the semaglutide ramp. The Onesource Specialty Pharma share price target range is the starting point for that decision.
Long-term holders may focus on semaglutide supply, margin and the FY28 goal, and treat Rs 1,470 as the level to watch. Short-term traders may prefer to wait for a close above Rs 1,617. Check institutional holding in the September quarter filing for signs of accumulation or selling. Consult a SEBI-registered advisor before acting, since this Onesource Specialty Pharma buy or sell view is educational.
How to Invest in Onesource Specialty Pharma Shares
Step 1: Check the live price, valuation and the latest Onesource Specialty Pharma share price target range on the Univest Screener.
Step 2: Open a demat and trading account with a SEBI-registered broker such as Univest before acting on any Onesource Specialty Pharma share price target.
Step 3: Search for ONESOURCE on the NSE or 544292 on the BSE in your trading app.
Step 4: Place a limit order near your planned entry and size the position so a fall to Rs 746 is bearable.
Step 5: Track semaglutide supply, margin and Q2 FY27 results and set price alerts on the Univest App to follow any change in the Onesource Specialty Pharma share price target.
Conclusion
Onesource Specialty Pharma closed at Rs 1,535.80 against a Univest base case share price target of Rs 1,360 to Rs 1,700, a bull case of Rs 2,223 to Rs 2,668 and a bear case of Rs 746 to Rs 911. Q1 FY27 delivered revenue growth of 37 percent and EBITDA growth of 39 percent, with a reported profit of Rs 24.99 crore. The main risks are customer approvals, supply pauses and valuation.
The stock is 20.2 percent below its 52-week high, so the base case sits between 11 percent below and 11 percent above the current price. The triggers to watch are semaglutide supply, margin and Q2 FY27 results and the Rs 1,470 and Rs 1,617 levels. Re-check the Onesource Specialty Pharma share price target after each quarterly result. Investors with a long horizon and tolerance for volatility can track these triggers, while others may prefer to size positions carefully.
Download the Univest iOS App or Univest Android App to track Onesource Specialty Pharma live price and get daily stock recommendations.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
FAQs on Onesource Specialty Pharma Share Price Target 2026
What is the Onesource Specialty Pharma share price target for 2026?
Ans. The Onesource Specialty Pharma share price target for 2026 is Rs 1,360 to Rs 1,700 in the Univest base case, with a bull case of Rs 2,223 to Rs 2,668 and a bear case of Rs 746 to Rs 911. No brokerage target was available on the sources we track as of 6 October 2026, so these are Univest research scenarios. These are estimates and can change after the Q2 FY27 results.
What is the Onesource Specialty Pharma share price target for 2027?
Ans. The Onesource Specialty Pharma share price target for 2027 is Rs 1,360 to Rs 1,700 in the base case, valued on 6 to 7.5 times FY28 sales per share of Rs 226.7. The scenario range runs from Rs 746 to Rs 2,668.
Is Onesource Specialty Pharma a good buy at Rs 1,535.80?
Ans. Whether Onesource Specialty Pharma is a good buy at Rs 1,535.80 depends on your horizon, risk appetite and how you read the Onesource Specialty Pharma share price target. Revenue and margin are rising and the FY28 goal is large, but earnings are small and the ramp has already stumbled. Consult a SEBI-registered advisor before investing.
What are the key risks to the Onesource Specialty Pharma share price target?
Ans. The key risks to the Onesource Specialty Pharma share price target are customer approvals, supply interruptions, high valuation and reported losses. Revenue depends on partners’ regulatory approvals. A stalled approval delays orders.
What are the key catalysts for the Onesource Specialty Pharma share price target?
Ans. The key catalysts for the Onesource Specialty Pharma share price target are semaglutide launch, scale benefits, biologics pipeline and fy28 target. The commercial launch in Canada and India drove growth. Smooth supply would add large revenue.
Where can I track Onesource Specialty Pharma share price today and Onesource Specialty Pharma share price target updates?
Ans. You can track the live Onesource Specialty Pharma share price, results and any change to the Onesource Specialty Pharma share price target on the Univest Screener and the Univest App. Download the Univest iOS App or Univest Android App for research from SEBI-registered analysts.
What are Onesource Specialty Pharma’s 52-week high and low?
Ans. Onesource Specialty Pharma’s 52-week high is Rs 1,925.00 and its 52-week low is Rs 1,057.00, based on weekly NSE data. At Rs 1,535.80 the stock is 20.2 percent below the high and 45.3 percent above the low. Both levels frame the Onesource Specialty Pharma share price target.
How to buy Onesource Specialty Pharma shares?
Ans. Open a demat account with a SEBI-registered broker such as Univest, search for ONESOURCE on the NSE or 544292 on the BSE, and place a limit order near your entry price, using the Onesource Specialty Pharma share price target range as a guide. Size the position so a fall to Rs 746 is bearable, and check the live price on the Univest Screener first.
