One Point One Solutions Limited has informed the Exchange about Investor Presentation
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One Point One Solutions filed its Q3FY26 investor presentation. Q3 revenue from operations grew 9.1% QoQ and 17.7% YoY to INR 77.3 Cr, while 9MFY26 revenue rose 14.7% YoY to INR 217.2 Cr. EBITDA margin softened to 29.5% (down 170 bps YoY) due to elevated R&D spending on building its AI suite, though PAT grew 19.9% YoY in Q3 to INR 10.1 Cr. The company closed the Netcom Solutions (Costa Rica) acquisition in December 2025, adding INR 227 Cr revenue and 22.9% EBITDA margin, and shared a pipeline for 2–3 more acquisitions over the next 5 years focused on US and Western Europe targets of $50–60M revenue. Management also disclosed five new strategic wins this quarter contributing INR 300 million in annual contract value across banking, travel, insurance, automotive and edtech.
Margin compression from AI R&D is a near-term watch item, but the acquisition-led expansion into Latin America and multi-year inorganic growth roadmap point to scaling ambitions. Investors should track integration of Netcom, R&D spend normalisation, and progress on the stated 25–30% EBITDA margin target over 2–5 years.