One Point One Solutions Limited

One Point One Solutions delivered robust financial results for Q4 and the full fiscal year 2026. Q4 FY26 revenue from operations reached INR 96.2 CR, marking a 24.5% QoQ growth and a 43.5% YoY increase. EBITDA for the quarter stood at INR 25.2 CR, up 10.6% QoQ, while PAT increased by 8.9% QoQ to INR 10.3 CR. For the full FY26, revenue from operations was INR 313.4 CR, a 22.2% YoY growth from INR 256.4 CR in FY25. EBITDA for FY26 significantly improved to INR 75.8 CR from INR 19.4 CR in FY25, representing a substantial 290.7% YoY growth. Total Comprehensive Income for FY26 was INR 43.5 CR, up 30.8% from INR 33.3 CR in FY25.

The company has evolved from a traditional BPM provider to an AI-first global enterprise, focusing on customer experience and digital transformation. Its proprietary AI ecosystem, ResolX, developed under 1Point1 Technology Labs, is designed to integrate AI into business flows for scalable, outcome-led operations. ResolX combines agentic AI, orchestration, real-time intelligence, and operational execution, delivering 'Resolution-as-a-Service'. The platform is currently live across seven engagements and has 10-12 active Proof of Concepts (PoCs) across sectors like BFSI, airline, healthcare, automotive, and digital commerce.

FY26 was a defining year for international expansion through strategic acquisitions. The company established 1Point1 U.S. in March 2023, followed by the acquisition of ITQ Solution in February 2024. In September 2025, ITNITY PTE Limited was acquired by its Singapore subsidiary. The third major acquisition was Netcom BCC in Costa Rica in February 2026 for USD 33.37 million, significantly deepening BFSI expertise and strengthening near-shore presence in Northern and Latin American markets. These acquisitions are noted to be EPS accretive from day one, with financial integration for Netcom BCC starting in the current year.

One Point One differentiates itself by offering a value proposition that delivers 20-40% Total Cost of Ownership (TCO) savings to enterprise customers, rather than competing solely on price. This is achieved through a combination of efficiency gains, digital savings, and leveraging AI products for higher volume. The ResolX platform enables deployment within 1.5 to 5 weeks, significantly faster than competitors, due to the company's integrated domain expertise and technology. Clients are reportedly seeing 30-35% efficiencies on day one, leading to strong word-of-mouth referrals and a robust pipeline of paid PoCs.

Management provided optimistic guidance, expecting to consolidate the entire revenues of Netcom BCC in the next financial year, projecting a top-line of approximately INR 600-700 CR for FY27. The company aims to maintain EBITDA margins between 20-25% and is targeting 25% EBITDA for FY27. They anticipate continuing on a trajectory of 24% YoY revenue growth in the years to come, driven by a balanced approach of organic growth and strategic inorganic expansion. The company plans for two to three more acquisitions over the next few years, focusing on profitable companies of similar size.

The company maintains a debt-free status, with the only debt incurred specifically for the Netcom BCC acquisition. An exposure of around USD 23 million in debt was taken for this purpose, with USD 14.75 million already disbursed. Management emphasized that the company is otherwise debt-free, indicating a prudent approach to financing its growth and acquisition strategy.