Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

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Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

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Event-Driven

Onesource Specialty Pharma / Event-Driven

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<li>
<a href="https://www.smartkarma.com/entities/onesource-specialty-pharma-limited" target="_blank" data-smartkarma-citation="entities:44450:1" rel="noopener">Onesource Specialty Pharma (ONESOURC IN)</a> has transitioned from a niche player to a multi-modality CDMO powerhouse through strategic restructuring, rapid revenue expansion, and aggressive capacity building.</li>
<li>With a projected INR1,400 crore revenue in FY25 (INR173 crore in FY24) and shifting from MSA to CSA contracts, OS is stabilizing its revenue model, tapping into high-growth segments.</li>
<li>By leveraging a first-mover advantage in GLP-1, regulatory strength, and a $100 million capex plan, OS is positioning itself to become a billion-dollar global CDMO leader within the next 3-4Yrs.</li>
</ul>



Onesource Specialty Pharma (ONESOURC IN) has transitioned from a niche player to a multi-modality CDMO powerhouse through strategic restructuring, rapid revenue expansion, and aggressive capacity building.
With a projected INR1,400 crore revenue in FY25 (INR173 crore in FY24) and shifting from MSA to CSA contracts, OS is stabilizing its revenue model, tapping into high-growth segments.
By leveraging a first-mover advantage in GLP-1, regulatory strength, and a $100 million capex plan, OS is positioning itself to become a billion-dollar global CDMO leader within the next 3-4Yrs.


Post Demerger Outlook: OneSource Specialty Pharma- India’s First Multi-Modality CDMO

<ul>
<li>The start of 2025 has been particularly turbulent for Indian equities as broader market sentiment soured due to elevated valuations, foreign institutional investor (FII) outflows, and global macro uncertainty. </li>
<li>However, amid this volatility, one signal stood out: insider trading activity.</li>
<li>In this report, we deep-dive into insider buying and selling trends from January 1 to March 3, 2025, to uncover where company promoters and top executives are placing their bets</li>
</ul>


The start of 2025 has been particularly turbulent for Indian equities as broader market sentiment soured due to elevated valuations, foreign institutional investor (FII) outflows, and global macro uncertainty. 
However, amid this volatility, one signal stood out: insider trading activity.
In this report, we deep-dive into insider buying and selling trends from January 1 to March 3, 2025, to uncover where company promoters and top executives are placing their bets


Insiders' Playbook: Who’s Buying and Selling Amid Market Turbulence?

Thematic (Sector/Industry)

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<li>India's pharma landscape is gearing up for a seismic shift as <strong>Semaglutide</strong>, used in diabetes and obesity, faces patent expiry in India by March 2026.</li>
<li>With the global Semaglutide market expected to hit $56.75 billion by 2030, India’s low obesity drug penetration and cost-sensitive population make it a high-potential, underpenetrated market. </li>
<li>The Semaglutide opportunity could rival Revlimid for Indian players. Natco, with FTF in the US. Expect multi-year growth runway, but execution, supply chain complexity, and regulatory hurdles remain key monitorables.</li>
</ul>


India's pharma landscape is gearing up for a seismic shift as Semaglutide, used in diabetes and obesity, faces patent expiry in India by March 2026.
With the global Semaglutide market expected to hit $56.75 billion by 2030, India’s low obesity drug penetration and cost-sensitive population make it a high-potential, underpenetrated market. 
The Semaglutide opportunity could rival Revlimid for Indian players. Natco, with FTF in the US. Expect multi-year growth runway, but execution, supply chain complexity, and regulatory hurdles remain key monitorables.


Semaglutide Patent Expiry: The Next Big Unlock in Global Pharma

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<li>OneSource is riding the surging demand for GLP-1 drugs, a market projected to reach $30 Billion by 2030, with its expertise in Drug-Device Combination (DDC) solutions.</li>
<li>OneSource is projected to achieve revenue of $350-$400 million over the next 3-4 years from $145 million in 2024 , with an impressive EBITDA margin approaching 40% from 25% in 2024.</li>
<li>OneSource is expected to receive Listing Approval from the Stock Exchanges during Q4 FY25</li>
</ul>


OneSource is riding the surging demand for GLP-1 drugs, a market projected to reach $30 Billion by 2030, with its expertise in Drug-Device Combination (DDC) solutions.
OneSource is projected to achieve revenue of $350-$400 million over the next 3-4 years from $145 million in 2024 , with an impressive EBITDA margin approaching 40% from 25% in 2024.
OneSource is expected to receive Listing Approval from the Stock Exchanges during Q4 FY25


Event Driven: Demerger of OneSource: A Multi-Modality CDMO

India

Onesource Specialty Pharma Limited operates as a pharmaceutical company. The Company offers end-to-end development and manufacturing of drug-device combinations and drug substances, soft gelatin capsules, complex injectables, and oral technologies. Onesource Specialty Pharma serves customers in India.

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