NSE: ONEPOINT · BSE: 544748
ONE POINT ONE SOL LTD
Provides AI-powered customer experience (CX) and digital transformation (DX) services, sitting in the BPO/KPO industry. The core business runs contact-centre operations and business process management for clients, with a recently launched AI subsidiary 1Point1 Technology Labs offering ResolX, an agentic AI platform with four products (Omvia, Prowise, Frequensee, Penpal). Growth in FY26 was driven heavily by acquisitions: a Rs 84 crore cash purchase of US-based IT and BPM firm ITCube Solutions (a Microsoft Gold Partner), a 73.68% stake in Singapore-based ITNITY Pte Ltd for AI solutions, and a USD 33.37 million acquisition of Costa Rica-based Netcom Business Contact Centre S.A. for BFSI-focused services and LATAM entry. FY26 consolidated revenue from operations was Rs 313.38 crore with PAT of Rs 38.21 crore and an EBITDA margin of 24.5% (EBITDA of Rs 90.35 crore). About 14.5% of consolidated revenue came from outside India, up from nil effectively a year ago via the three acquisitions. The largest cost is employees at 61% of revenue, reflecting the labour-intensive nature of BPO work, with other operating costs at 15.8% and depreciation at 9.1% of revenue. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Customer experience (CX) and BPO services, IT and digital transformation services, AI and agentic services, LATAM BFSI contact-centre services. Asset-light, people-intensive BPO/KPO with a growing AI-services overlay.
Exhibit 1: Financial summary, FY23–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | 140 | 170 | 256 | 313 |
| EBITDA (ex other income) | 33 | 51 | 62 | 71 |
| margin % | 23.6 | 30.3 | 24.2 | 22.7 |
| Owners' profit | 9 | 0 | 33 | 38 |
| EPS, as reported (₹) | 0.47 | 1.06 | 1.39 | 1.46 |
| ROE % · ROCE % | 15.9 · 21.0 | 15.3 · 18.4 | 8.2 · 10.8 | 8.3 · 8.1 |
| Debt / equity (x) | 1.06 | 0.42 | 0.02 | 0.35 |
| Cash from operations | 22 | 27 | 28 | 121 |
| Capex | (2) | (43) | (24) | (33) |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 62 | 66 | 67 | 69 | 71 | 77 | 96 | 158 |
| Profit before tax | 11 | 11 | 10 | 12 | 13 | 13 | 14 | 20 |
| Net profit | 8 | 8 | 9 | 9 | 10 | 9 | 10 | 16 |
| EPS (₹) | 0.38 | 0.33 | 0.34 | 0.36 | 0.37 | 0.33 | 0.39 | 0.62 |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| FIRSTSOURCE SOLU. LTD. | 21,474 | 31.7 | 4.90 | 15.8 | 15.4 | 14.5 | 13.5 | 14.2 |
| ECLERX SERVICES LTD | 17,162 | 15.8 | 6.69 | 14.3 | 27.6 | 31.3 | 21.4 | 24.6 |
| RPSG VENTURES LIMITED | 2,733 | — | 0.62 | 5.7 | 0.0 | 1.6 | 15.1 | 19.0 |
| ONE POINT ONE SOL LTD ◆ | 1,889 | 42.0 | 4.08 | 22.4 | 8.3 | 7.0 | — | 24.9 |
| HINDUJA GLOBAL SOLS. LTD. | 1,549 | — | 0.18 | 3.6 | 0.1 | (0.8) | (5.1) | 11.1 |
| ALLDIGI TECH LIMITED | 1,241 | 14.5 | 4.94 | 7.1 | 32.8 | 23.4 | 16.7 | 29.5 |
| NSB BPO Solutions Limited | 54 | 3.6 | — | — | — | 6.0 | — | — |
| WE WIN LIMITED | 46 | 16.7 | 1.49 | 7.4 | 14.3 | 10.0 | — | 6.4 |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 42.0 | 15.2 | 8 of 8 | 0% |
| P/B | 4.1 | 1.6 | 6 of 9 | 38% |
| ROCE | 7.0 | 7.0 | 6 of 11 | 50% |
| ROE | 8.3 | 8.3 | 5 of 9 | 50% |
| Debt / Equity | 0.3 | 0.1 | 7 of 9 | 25% |
| EBITDA margin | 24.9 | 19.0 | 3 of 9 | 75% |
| Revenue growth | 129.4 | 22.9 | 1 of 9 | 100% |
| Profit growth | 72.8 | 0.8 | 2 of 9 | 88% |
| Market cap | 1889 | 1241 | 4 of 11 | 70% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 27 Oct 2026 · Company wins Silver at WORLDCOB THE BIZZ Awards | compliance | minimal | — | — |
| 16 Oct 2026 · Quarterly share capital reconciliation audit filed with exchanges | compliance | minimal | — | — |
| 16 Oct 2026 · Quarterly Share Capital Reconciliation Report filed for Q2 FY27 | compliance | minimal | — | — |
| 7 Oct 2026 · In-principle approval for 15 lakh warrants at minimum Rs 60 per share to non-promoters | fund raising | medium | — | — |
| 7 Oct 2026 · Routine compliance filing under SEBI Regulation 74(5) for Q2 FY27 | compliance | minimal | — | — |
| 1 Oct 2026 · Subscribes to additional shares in subsidiary via debt conversion | strategic transactions | medium | — | — |
| 30 Sept 2026 · Trading window closed from Sept 30 until Q2 results are announced | compliance | minimal | — | — |
| 28 Sept 2026 · AGM 2026 Results: All Six Resolutions Passed Including Preferential Warrants | board shareholder meetings | low | — | — |
| 26 Sept 2026 · One Point One Solutions schedules investor meeting on September 30 | board shareholder meetings | low | — | — |
| 25 Sept 2026 · AGM 2026 Minutes: Financials Adopted, Rs 500 Cr Borrowing Limit, 15 Lakh Warrants Approved | board shareholder meetings | low | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.