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.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

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.

Read Business Not Stock Prices

Event-Driven

<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?

OneSource Specialty Pharma / Event-Driven

<ul>
<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>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 is an India-based contract development and manufacturing organization (CDMO) specializing in biological drug products, complex sterile injectables, drug-device combinations, and soft gelatin capsules. The company offers end-to-end CDMO services from early-stage development to commercial supply for pharmaceutical and biotech partners globally. It was founded in 2007 and is headquartered in Bengaluru, India.

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OneSource Specialty Pharma (ONESOURC IN)

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

Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Nimish Maheshwari

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

Onesource Specialty Pharma is transforming into a leading CDMO with rapid revenue growth, strategic restructuring, and aggressive capacity...

Nimish Maheshwari

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

OneSource poised for growth in the booming GLP-1 drug market, projecting revenue of $350-$400 million by 2024 with strong EBITDA margin and...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

​Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Nimish Maheshwari

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

​Onesource Specialty Pharma is transforming into a leading CDMO with rapid revenue growth, strategic restructuring, and aggressive capacity...

Nimish Maheshwari

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

​OneSource poised for growth in the booming GLP-1 drug market, projecting revenue of $350-$400 million by 2024 with strong EBITDA margin and...

Nimish Maheshwari

Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Onesource Specialty Pharma is transforming into a leading CDMO with rapid revenue growth, strategic restructuring, and aggressive capacity...

OneSource poised for growth in the booming GLP-1 drug market, projecting revenue of $350-$400 million by 2024 with strong EBITDA margin and...