Netcom Costa Rica acquisition to nearly double revenue base

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+3.0%Reaction day

₹53.93

prior close

₹55.63

announcement price

In-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+1.4%+1.6% vs market

Business Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO) peers, median of 9sector+1.5%+1.5% vs sector

On the reaction day the stock moved 1.6 pts more than Nifty Microcap 250 and 1.5 pts more than its Business Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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30m

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Reaction day

+3.0+1.4+1.6+1.5+1.5

Next day

+4.1+1.4+2.6+2.0+2.1

+6.4+0.9+5.6+0.1+6.3

+6.1+0.3+5.7+0.5+5.5

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-20.5-14.9-5.5-21.9+1.4

UpDownMarket · Nifty Microcap 250Sector · Business Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO) peers, median of 9Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

One Point One Solutions is acquiring Netcom Costa Rica, a leading LATAM BPM firm with CY24 revenue of Rs 227 crore and 23% EBITDA margin. The deal will nearly double OPO's FY25 revenue of Rs 270 crore. Management aims to lift Netcom's margin to 25%+ via AI integration. Company also signed term sheets for two more acquisitions and plans 2-3 deals over 5 years. FY25 revenue grew 54% YoY; PAT up 55% to Rs 33 crore.

Likely market impact

Acquisition doubles revenue scale, adds LATAM presence, margin upside from AI integration