Onesource Specialty Pharma Limited · NSE:ONESOURCE
Onesource Specialty Pharma — Investor Presentation (September 2026)
17 slides from Onesource Specialty Pharma's investor presentation, Sep 3, 2026
Slide 1: Investor Presentation
Investor Presentation September 03rd, 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "i
Slide 3: OneSource inception story playing out
OneSource inception story playing out Integrated Multi-modality Platform 2 Large, Expanding Addressable Markets Capabilities spanning biologics, DDCs, sterile injectables, 1 Exposure to GLP-1s, biologics and other high-growth and oral technologies within a single network specialty therapies High-Bar
Slide 4: Expanded customer partnerships, advanced capacity expansion, and building our biologics footprint
Expanded customer partnerships, advanced capacity expansion, and building our biologics footprint 30+ Launches 10+ New Logos $100M Capex Last 15 Months 7+ Markets Served 80+ Customers Phase 1 Completed Leadership in DDC Building Biologics Business Deepening Base Businesses 4 20+ 5 4x 2x 5B caps G7 S
Slide 5: Leadership in DDC
Leadership in DDC ONe€SOUICE
Slide 6: Significant progress across multiple DDC opportunities
Significant progress across multiple DDC opportunities 20+ 10+ Global Leaders First and only CDMO with 4 G7 semaglutide approvals 5+ Regional Players CUSTOMERS ACROSS Supplying multiple partners across key off-patent semaglutide markets, DDC PORTFOLIO 6+ Country Champions spanning Global Leaders, Re
Slide 7: End-to-end capabilities from drug filling to patient-ready product
End-to-end capabilities from drug filling to patient-ready product Maintaining cold-chain integrity throughout the sterile manufacturing process 01 02 03 04 05 06 Cartridge filling Visual inspection Pen assembly Labelling Packaging Warehousing Aseptic fill of drug Automated and manual Cartridge inte
Slide 8: 2nd new filling line operational this quarter; 3rd line addition in FY27
2nd new filling line operational this quarter; 3rd line addition in FY27 3x sterile days commercial production in FY28 3 675 Lines available for FY28 Sterile production days in FY28 01 02 03 Existing Bausch + Ströbel Tofflon New Bausch + Ströbel Capacity 500–750 L Capacity 500–750 L Capacity 200 L E
Slide 9: Building Biologics Business
Building Biologics Business
Slide 10: Research pipeline dominated by biologics; big pharma, biotechs drive outsourcing push
Research pipeline dominated by biologics; big pharma, biotechs drive outsourcing push; New regulations propel biosimilar development Innovators Biosimilars Global R&D pipeline, # assets Biologics losing exclusivity, by year of expiry 65 50% 60% 49 47 9,200 42 11,450 11 3 9 18 11,490 13,800 8 8 3 1 3
Slide 11: End-to-end biologics capability from development to commercialisation
End-to-end biologics capability from development to commercialisation Dedicated biologics R&D Integrated DS-DP-Device India base and China+1 Full lifecycle One site Cost competitiveness Gene to IND, IND to BLA, commercial supply DS and DP co located across 500K+ sq ft Low-cost structure in developme
Slide 12: Biologics to be a growth engine beyond FY28
Biologics to be a growth engine beyond FY28 Diverse customer base across Significant headroom for expansion to RFP funnel at historic highs Innovators and Biotechs (non-exhaustive) serve existing and pipeline customers A top 3 global animal health company Value of the funnel Installed capacity and t
Slide 13: Deepening Base Businesses
Deepening Base Businesses ONe€SOUICE
Slide 14: Capacity and capability additions across base businesses will drive growth in FY28 and beyond
Capacity and capability additions across base businesses will drive the growth in FY28 and beyond INJECTABLES SOFTGELS 2 X 3 X 2.4 B caps 5 B caps Vial Lyophilisation Existing installed Independent capacity expansion capacity expansion capacity greenfield site • Building one of the largest lyophilis
Slide 15: Business Outlook
Business Outlook ONe€SOUICE
Slide 16: Reaffirming FY28 outlook of $400M organic revenue
Reaffirming FY28 outlook of $400M organic revenue supported by strong execution and business levers $400M 40% >50% Revenue (organic) Steady state EBITDA margin Targeted ROCE1 STRATEGIC PILLARS FOR OUR GROWTH DDCs (including GLP-1s) BIOLOGICS BASE BUSINESS Scaling across markets and customers, Biolog
Slide 17: Get in touch with us
Get in touch with us REGISTERED AND CORPORATE OFFICE INVESTOR RELATIONS OneSource Specialty Pharma Ltd Investor-relations@onesourcecdmo.com Investor-relations@onesourcecdmo.com Registered Office: Unit No. 902, Cyber One, Plot No - 4 & 6, Sector 30A, Vashi, Navi Mumbai, Sanpada, Thane, Maharashtra, I
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