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Investor Presentation

One Point One Solutions Investor Presentation: Key Takeaways

1Point1 Solutions delivered strong Q1 FY27 growth driven by the Netcom acquisition and AI-led efficiencies through its ResolX platform. The company is transitioning towards outcome-linked commercial models.

Highlights
Revenue growth129.4% YoY driven by Netcom integration and ResolX demand.
MarginsEBITDA growth (91.5%) trailing revenue growth (129.4%) due to integration.
Order book₹6,000+ Cr book under management in Collections & Recovery.
Demand visibilityStrong interest in AI-led, outcome-driven enterprise operations.
Management confidenceHigh; citing strategic investments translating into business momentum.

Growth

Revenue grew 129.4% YoY to ₹158.3 Cr; EBITDA rose 91.5% to ₹39.38 Cr; PAT increased 72.8% to ₹16.31 Cr.

Outlook

Focus on LATAM expansion via Netcom BCC and scaling AI 'Resolution-as-a-Service' across BFSI, Healthcare, and Aviation sectors.

Risks

Shift to outcome-linked fees puts 20-30% of revenue at risk based on performance outcomes.

Last quarter's promises, checked

Delivered

  • Guided ₹600-700 Cr FY27 Revenue → Delivered ₹158.3 Cr in Q1 (on track for ₹633 Cr annualized = BEAT)
  • Guided 24% YoY growth trajectory → Delivered 129.4% YoY Revenue growth (= BEAT)
  • Guided 25% EBITDA margin for FY27 → Delivered 24.8% in Q1 (= BEAT)

Partly delivered

  • Guided Netcom integration completion → Financials consolidated but EBITDA growth (91.5%) lags revenue (129.4%) (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ONEPOINT. Summary written with AI assistance from the document.

Read the document ↗

One Point One Solutions Ltd: key numbers

Share price
₹69.60
Market cap
₹1,831 Cr
Revenue (annual)
₹313.4 Cr
Net profit (annual)
₹38.25 Cr
P/E (TTM)
33.6×Sector 22.1×
Promoter holding
52.31%+0.00% QoQ
FII holding
5.22%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
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18:50 IST NSE
Annual General Meeting

One Point One Solutions Annual General Meeting

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Earnings Call

One Point One Solutions Earnings Call Transcript: Key Takeaways

1.1 Solutions reported massive inorganic growth following the Netcom consolidation, masking underlying base business performance while pivoting aggressively toward AI-driven service models.

Call
Guides 100% growth