Q2 FY27:Tangible RoE fell to 16.9% in Q2 FY27 due to negative MTM other income (Rs 110-120 Cr NSE fair value impact) and warrant conversion equity dilution. Management pushed the timeline for returning to the ~20% mark on tangible net worth to 'over a period of 3-3.5 years'.
Source: Inve Guidance Tracker for 360 ONE · to Q2 FY27
A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.
2 of 360 ONE's 27 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 24 more targets are in the full ledger.
Free account: 5 full ledgers a month and one Inve Case. Pro opens 100 a month, ₹499.
Enhanced broking revenue and institutional equities business, strategic synergies with UHNI clients and corporate treasuries.
“The strong Q4 numbers partly reflect the full quarter consolidation of 360 ONE Capital, the institutional equities business, formerly known as B&K Securities... The integration of B&K is now complete, and the Institutional Equities business has been rebranded as 360 ONE Capital... I think broadly speaking, we had a 220-250 crore top line in the previous year. We've been broadly around that range... B&K had a PBT, at the point of acquisition, of approximately 100-105 crores this year to finish in the region, ballpark region of 105-110 crores before any specific acquisition related costs.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“The strong Q4 numbers partly reflect the full quarter consolidation of 360 ONE Capital, the institutional equities business, formerly known as B&K Securities... The integration of B&K is now complete, and the Institutional Equities business has been rebranded as 360 ONE Capital... I think broadly speaking, we had a 220-250 crore top line in the previous year. We've been broadly around that range... B&K had a PBT, at the point of acquisition, of approximately 100-105 crores this year to finish in the region, ballpark region of 105-110 crores before any specific acquisition related costs.”
Source company: 360 ONE
· Counterparty: 360 ONE Capital (formerly B&K Securities) · Call date: 2026-04-21
· Period: Q4 FY26
· Review status: Structured call extraction
Integrating corporate and institutional equities as core capabilities, expanding capital markets footprint, and reinforcing positioning as a comprehensive financial services platform.
“And lastly, we are pleased to share that B&K Securities is now rebranded as 360 ONE Capital, integrating corporate and institutional equities as core capabilities.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“And lastly, we are pleased to share that B&K Securities is now rebranded as 360 ONE Capital, integrating corporate and institutional equities as core capabilities.”
360 ONE→ partners with →UBS Global Collaboration Framework.
Q2 FY26· Announced· Positive·Counterparty named; listed-company identity not verified.
Proposed
Announced
Active
Completed / ended
Unlocking potential of partnership, early traction on cross-border client referrals and emerging synergies in asset management.
“Starting with UBS, I am pleased to announce that signing of our comprehensive Global Collaboration Framework for Wealth was completed in November of last year. We are already witnessing encouraging early traction on cross-border client referrals and remain excited about emerging synergies in asset management as well as other areas.”
Exact commercial direction is not specified; disclosed as a partnership or collaboration.
Evidence drawer
Evidence type: Transcript excerpt
“Starting with UBS, I am pleased to announce that signing of our comprehensive Global Collaboration Framework for Wealth was completed in November of last year. We are already witnessing encouraging early traction on cross-border client referrals and remain excited about emerging synergies in asset management as well as other areas.”
Strengthening leadership in capital markets, integrating treasury and equities offerings.
“Our capital market expansion through the B&K acquisition is tracking very well, with the current quarter's financials fully reflecting its strong performance. While B&K continues to maintain its position in the Institutional Equity segment, we have already started to see synergies coming to life by integrating B&K's treasury and equities offerings with our existing client base and broader business lines.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“Our capital market expansion through the B&K acquisition is tracking very well, with the current quarter's financials fully reflecting its strong performance. While B&K continues to maintain its position in the Institutional Equity segment, we have already started to see synergies coming to life by integrating B&K's treasury and equities offerings with our existing client base and broader business lines.”
Unlocking synergies in Wealth and Asset Management, establishing global collaboration framework.
“Additionally, the transfer of UBS India business to us brings in over 5,200 crores of relevant AUM from 80 plus UHNI families, along with significant potential for scaling as they come on to our platform and get access to our product offerings.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“Additionally, the transfer of UBS India business to us brings in over 5,200 crores of relevant AUM from 80 plus UHNI families, along with significant potential for scaling as they come on to our platform and get access to our product offerings.”
Source company: 360 ONE
· Counterparty: UBS India Business · Call date: 2025-10-24
· Period: Q1 FY26
· Review status: Structured call extraction
To go deep into the mass affluent segment and drive growth and higher monetization.
“Coming to the business and financial numbers - in Q1 the consolidated financials for the quarter include full quarter financials of ET Money... We've been able to get the burn down from about Rs 55-60 Crs a year to around about Rs 25 Crs.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“Coming to the business and financial numbers - in Q1 the consolidated financials for the quarter include full quarter financials of ET Money... We've been able to get the burn down from about Rs 55-60 Crs a year to around about Rs 25 Crs.”
360 ONE→ acquires or invests in →UBS India Wealth Management Business.
Q4 FY25· Announced· Positive·Counterparty named; listed-company identity not verified.
Proposed
Announced
Active
Completed / ended
To create a platform for global collaboration, enhance investment expertise, research, and cross-border client service.
“Thirdly, on our strategic collaboration with UBS, we are happy to share that we have received all required regulatory approvals to complete the transaction... The entire AUM of UBS is Rs 26,000 Crs, not the ARR AUM... Effectively UBS not maybe this quarter, but the next quarter.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“Thirdly, on our strategic collaboration with UBS, we are happy to share that we have received all required regulatory approvals to complete the transaction... The entire AUM of UBS is Rs 26,000 Crs, not the ARR AUM... Effectively UBS not maybe this quarter, but the next quarter.”
Source company: 360 ONE
· Counterparty: UBS India Wealth Management Business · Call date: 2025-07-17
· Period: Q4 FY25
· Review status: Structured call extraction
“Firstly, on B&K, we are happy to announce that the deal has been successfully consummated and, all requisite approvals were received on May 27, 2025. Post merger integration of people and processes has already begun... The flows also include ARR net flows of Rs 18,266 Crs as a result of the acquisition of B&K Securities... It includes approx. 700 corporate clients that have been onboarded as a part of the B&K transaction.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“Firstly, on B&K, we are happy to announce that the deal has been successfully consummated and, all requisite approvals were received on May 27, 2025. Post merger integration of people and processes has already begun... The flows also include ARR net flows of Rs 18,266 Crs as a result of the acquisition of B&K Securities... It includes approx. 700 corporate clients that have been onboarded as a part of the B&K transaction.”
“We are also happy to announce that all requisite approvals regarding the ET money acquisition were received in Q4 and the firm, formally, became part of 360 ONE WAM. ... On the AUM side, ~Rs33,000 Crs of AUM has been added on the TBR AUM side. And on the ARR side, ~1,750 Crs has come in... The revenues from ET Money, about eight weeks revenue and cost, have gotten captured for this particular quarter. So, the revenue is ~Rs 6 Crs, and there is a Rs 1 Cr loss for this two-month period. ... Revenue will largely be on track. It'll be ~Rs 50 to 52 Crs. ... The PBT broadly would be in the region of Rs 20-25 Crs. PAT would be in the region of Rs 10 to 15 Crs, which is largely resulting in that value of ~Rs 300 Crs.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“We are also happy to announce that all requisite approvals regarding the ET money acquisition were received in Q4 and the firm, formally, became part of 360 ONE WAM. ... On the AUM side, ~Rs33,000 Crs of AUM has been added on the TBR AUM side. And on the ARR side, ~1,750 Crs has come in... The revenues from ET Money, about eight weeks revenue and cost, have gotten captured for this particular quarter. So, the revenue is ~Rs 6 Crs, and there is a Rs 1 Cr loss for this two-month period. ... Revenue will largely be on track. It'll be ~Rs 50 to 52 Crs. ... The PBT broadly would be in the region of Rs 20-25 Crs. PAT would be in the region of Rs 10 to 15 Crs, which is largely resulting in that value of ~Rs 300 Crs.”
Q3 FY25· Announced· Positive·Counterparty named; listed-company identity not verified.
Proposed
Announced
Active
Completed / ended
To grow presence across broking, equity capital markets, merchant banking, and corporate treasury space while fortifying lead position in wealth and alternate asset management.
“As an update on B&K, the regulatory approvals are underway, and we hope to complete the transaction within this quarter. Specifically, the B&K business performance remains strong over the last quarter, with operating revenues at Rs 65-70 crs and continued PAT of approx. 25 crs, bringing the full year PAT to Rs 102 crs.”
Disclosure indicates an acquisition or investment without specifying full buyout versus minority stake.
Evidence drawer
Evidence type: Transcript excerpt
“As an update on B&K, the regulatory approvals are underway, and we hope to complete the transaction within this quarter. Specifically, the B&K business performance remains strong over the last quarter, with operating revenues at Rs 65-70 crs and continued PAT of approx. 25 crs, bringing the full year PAT to Rs 102 crs.”
Based on the company's own presentations, annual report and earnings calls.
360 ONE WAM Limited (formerly IIFL Wealth) is an integrated wealth and alternates platform serving ultra-high-net-worth (UHNI) and high-net-worth (HNI) individuals, family offices, corporates and global institutions. It earns primarily through annual recurring revenue (ARR) on assets under management across advisory, distribution and lending, supplemented by transactional and brokerage income from its capital markets business. The platform spans three integrated lines: Wealth Management (advisory, distribution, lending, and the ET Money digital platform), Asset Management (alternates including private equity, credit & hybrid and real assets, plus public markets strategies), and Capital Markets (360 ONE Capital, formerly B&K Securities, offering institutional equities and investment banking/ECM). The group has grown through acquisitions, including ET Money (2024) and B&K Securities (2025), and a UBS collaboration.
Segments
Wealth Management
Asset Management
Capital Markets
Client families & corporates served
8,500+
Clients with AUM above ₹10 Crs
3,777
Relationship Managers
163
Team Leaders
92
Integrated business lines
Wealth Management, Asset Management, Capital Markets
Global institutional relationships (Asset Management)
5+
Founded 2008Headquarters Mumbai, Maharashtra, IndiaCompany website
How the price took the results
Moved an average of ±1.5% across the last 4 priced result releases
Close before → close after
Quarter
Release
Revenue (₹ Cr)
Net profit (₹ Cr)
Rev YoY
Before → After
Reaction
Q2 FY27
15 Oct 26
1,144
300
+4.2%
₹1,063 → ₹1,073
+0.9%
Q1 FY27
21 Jul 26
1,223
331
+34.2%
₹1,126.5 → ₹1,119.7
−0.6%
Q4 FY26
21 Apr 26
1,115
289
+35.8%
₹1,109.25 → ₹1,108.35
−0.1%
Q3 FY26
15 Jan 26
1,181
327
+51.4%
₹1,149.2 → ₹1,197.7
+4.2%
The move from the last close before each results date to the first close on or after it — the
market's first read on the quarter alongside what was filed.
Guidance
What management said, and what became of it
6 of 8 judged targets kept · 19 open · verdicts reflect calls analysed to Q2 FY27.
360 ONE management guidance track record on Inve: 27 targets tracked across analysed earnings calls (6 achieved, 2 missed, 19 open).
Delivering on Growth (1/1 achieved), while Operations (2 need watch) is lagging.
Q2 FY27:Tangible RoE fell to 16.9% in Q2 FY27 due to negative MTM other income (Rs 110-120 Cr NSE fair value impact) and warrant conversion equity dilution. Management pushed the timeline for returning to the ~20% mark on tangible net worth to 'over a period of 3-3.5 years'.
Source: Inve Guidance Tracker for 360 ONE · to Q2 FY27
A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.
360 ONE delivered a strong Q2 FY27 with significant growth in AUMs and operating PBT, driven by robust performance in its wealth business. Despite a negative mark-to-market impact on treasury investments and a decline in transaction income, the company improved its cost-to-operating income ratio. Strategic initiatives like UBS collaboration and digital platform expansion are progressing, with management focused on long-term growth and efficiency.
360 ONE delivered a strong Q1 FY27, marked by significant growth in ARR AUM, particularly in wealth management, and improved operational efficiency. While asset management experienced a temporary setback due to an institutional outflow, the company remains confident in its structural growth drivers, including the scaling HNI business, ET Money's path to profitability, and synergies from institutional and UBS collaborations.
360 ONE delivered strong financial outcomes in Q4 FY26, with significant growth in ARR AUM, revenues, and PAT, alongside a declared interim dividend. The company is actively integrating recent acquisitions and expanding its platform, though it faces challenges such as a tax demand and softer performance in its discretionary PMS segment. Management remains confident in its growth trajectory, aiming for improved operational efficiency and market share expansion.
Summaries of each call, in Inve’s own words; the transcript is not reproduced. Not investment advice.
Every analysed call
360 ONE earnings calls (360ONE)
Fundamentals
Valuation, return & balance-sheet ratios
Current values with the period they cover; the trend reads across the 6 fiscal years held (Mar 2021 to Mar 2026).
Trailing twelve months
10.57% TTM to Sept 2026
Fiscal year
12.12% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
9.14%
13.40%
13.33%
14.47%
14.91%
12.12%
How it is calculated. Adjusted EBIT ÷ average capital employed, including minority equity and deposits.
Trailing twelve months
12.04% TTM to Sept 2026
Fiscal year
14.39% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
12.75%
19.75%
21.41%
24.47%
20.56%
14.39%
How it is calculated. Adjusted profit attributable to owners ÷ average owners’ equity.
Trailing twelve months
4.28% TTM to Sept 2026
Fiscal year
5.18% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
3.41%
5.94%
6.00%
6.11%
6.20%
5.18%
How it is calculated. Total profit excluding exceptional items after tax ÷ average total assets.
Trailing twelve months
60.80% TTM to Sept 2026
Fiscal year
62.98% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
56.77%
55.84%
62.76%
58.37%
64.90%
62.98%
How it is calculated. Operating profit ÷ revenue.
Trailing twelve months
26.74% TTM to Sept 2026
Fiscal year
27.20% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
22.43%
27.90%
31.99%
27.52%
29.34%
27.20%
How it is calculated. Total profit excluding exceptional items after tax ÷ revenue.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
26.48%
44.06%
-67.87%
-19.55%
-68.11%
-67.49%
How it is calculated. (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
125.47%
160.73%
-201.06%
-58.46%
-242.56%
-240.21%
How it is calculated. Operating cash flow ÷ reported total net profit.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
1.51%
0.77%
3.55%
3.49%
1.49%
2.19%
How it is calculated. Fixed-asset purchases ÷ revenue.
Trailing twelve months
29.17% TTM to Sept 2026
Fiscal year
21.34% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
8.74%
25.27%
-0.72%
42.00%
26.12%
21.34%
How it is calculated. Revenue change against the same period one year earlier.
Trailing twelve months
10.75% TTM to Sept 2026
Fiscal year
12.49% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
83.66%
55.80%
13.84%
22.19%
34.45%
12.49%
How it is calculated. Adjusted profit attributable to owners vs the same period one year earlier.
Trailing twelve months
30.77% TTM to Sept 2026
Fiscal year
17.73% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
14.09%
23.22%
11.58%
32.07%
40.23%
17.73%
How it is calculated. Operating profit vs the same period one year earlier.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
1.80×
1.92×
2.17×
2.75×
1.58×
1.62×
How it is calculated. Borrowings ÷ owners’ equity.
Trailing twelve months
2.21× TTM to Sept 2026
Fiscal year
2.45× FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
2.18×
3.03×
3.13×
2.57×
2.62×
2.45×
How it is calculated. Adjusted EBIT ÷ interest expense.
Trailing twelve months
0.16× TTM to Sept 2026
Fiscal year
0.19× FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
0.15×
0.21×
0.19×
0.22×
0.21×
0.19×
How it is calculated. Revenue ÷ average total assets.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
₹4,239.00 Cr
₹4,786.00 Cr
₹6,058.00 Cr
₹8,834.00 Cr
₹10,068.00 Cr
₹14,449.00 Cr
How it is calculated. Borrowings less cash equivalents.
Trailing twelve months
5.18× TTM to Sept 2026
Fiscal year
5.12× FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
4.49×
4.11×
4.68×
5.17×
4.21×
5.12×
How it is calculated. (Borrowings − cash equivalents) ÷ adjusted EBITDA.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
3.85×
3.22×
3.51×
3.81×
2.47×
2.39×
How it is calculated. Average total assets ÷ closing owners’ equity.
Trailing twelve months
34.25× TTM to Sept 2026
Fiscal year
35.12× FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
—
—
—
—
—
—
How it is calculated. Current market cap ÷ adjusted profit attributable to owners for the selected income period. Uses current market cap, not the share price at the period end.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
—
—
—
—
—
—
How it is calculated. Market cap ÷ owners’ equity from the balance sheet selected for the TTM inputs. Uses current market cap, not the share price at the period end.
Trailing twelve months
18.97× TTM to Sept 2026
Fiscal year
20.26× FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
—
—
—
—
—
—
How it is calculated. (Market cap + borrowings + deposits − cash equivalents) ÷ adjusted EBITDA. Uses current market cap, not the share price at the period end.
Trailing twelve months
4.98% TTM to Sept 2026
Fiscal year
4.67% FY ending Mar 2026
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
—
—
—
—
—
—
How it is calculated. Adjusted EBIT ÷ enterprise value. Uses current market cap, not the share price at the period end.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
50.00 days
47.00 days
54.00 days
41.00 days
44.00 days
41.00 days
How it is calculated. Reported receivable days from the annual accounts.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
50.00 days
47.00 days
54.00 days
41.00 days
44.00 days
41.00 days
How it is calculated. Reported debtor days plus inventory days less payable days.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
17.00 days
-166.00 days
-41.00 days
-121.00 days
-17.00 days
44.00 days
How it is calculated. Reported net working capital days from the annual accounts.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
167.00%
84.00%
—
74.00%
23.00%
40.00%
How it is calculated. Reported dividend payout as a percentage of annual profit.
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
—
—
—
—
—
—
How it is calculated. Market capitalisation from the current stock record.
A dash means inputs are missing or too old, the ratio does not apply, or the value is outside the supported range. FY uses the reported fiscal period; TTM the latest twelve months; valuations use the current market cap with the chosen earnings period. Screen Indian stocks on these ratios →
Financials
Quarterly & annual financial statements
Net profit, year on year: −5% (quarter to sept 2026 against sept 2025).
In ₹ crore. Oldest period first.
Click any row to plot
Line item
Dec 2024
Mar 2025
Jun 2025
Sept 2025
Dec 2025
Mar 2026
Jun 2026
Sept 2026
780
821
911
1,098
1,181
1,115
1,223
1,144
336
360
346
401
456
452
454
467
444
461
566
697
725
663
770
677
57.0%
56.0%
62.0%
63.0%
61.0%
59.0%
63.0%
59.0%
154
101
69
9
39
54
50
118
222
218
229
254
296
312
354
361
17
20
32
39
41
43
42
43
359
324
374
413
427
363
424
391
23.0%
23.0%
24.0%
24.0%
23.0%
20.0%
22.0%
23.0%
276
250
285
315
327
289
331
300
7.12
6.35
7.04
7.79
8.08
7.11
8.13
7.36
Source: Inve data · income statement, quarterly · to Sept 2026
In ₹ crore. Oldest period first.
Click any row to plot
Sales3Y CAGR +29.7%
Operating profit3Y CAGR +30.0%
Net profit3Y CAGR +22.7%
Line item
Mar 2023
Mar 2024
Mar 2025
Mar 2026
1,975
2,544
3,315
4,305
767
1,217
1,292
1,655
1,207
1,327
2,023
2,651
88
382
282
171
400
645
886
1,091
46
58
70
155
850
1,009
1,347
1,577
658
805
1,015
1,216
Source: Inve data · income statement, annual · to Mar 2026
In ₹ crore. Oldest period first.
Click any row to plot
Line item
Mar 2023
Mar 2024
Mar 2025
Sept 2025
Mar 2026
Sept 2026
36
36
39
40
41
41
3,086
3,414
7,026
9,308
9,795
10,320
6,784
9,472
11,160
13,765
15,931
17,341
1,285
2,193
1,543
1,151
1,433
1,441
11,191
15,114
19,768
24,265
27,199
29,142
880
940
1,281
3,652
3,969
3,985
39
64
88
0
0
35
3,609
5,948
7,608
8,225
8,842
9,616
6,663
8,163
10,791
12,388
14,387
15,506
11,191
15,114
19,768
24,265
27,199
29,142
Source: Inve data · balance sheet · to Sept 2026
In days and %. Oldest period first.
Click any row to plot
Line item
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
50
47
54
41
44
41
—
—
—
0
—
—
50
47
54
41
44
41
17
-166
-41
-121
-17
44
9.0%
13.0%
13.0%
14.0%
15.0%
12.0%
167.0%
84.0%
373.0%
74.0%
23.0%
40.0%
Source: Inve data · annual ratios · to Mar 2026
Where revenue comes from
The businesses behind the company’s reported revenue.
Wealth Management contributes 76.0% of reported segment revenue.
Quarter ended 30 Jun 2026 · Consolidated
Wealth Management76.0%
₹967.34 crore
Asset Management24.0%
₹305.34 crore
Unallocated<0.1%
₹0.44 crore
Reported business segments for quarter ended 30 Jun 2026
Business segment
Revenue · ₹ crore
Share
Wealth Management
967.34
76.0%
Asset Management
305.34
24.0%
Unallocated
0.44
<0.1%
Share = segment revenue ÷ total segment revenue, before intersegment adjustments.
How these numbers add up
Total segment revenue
₹1,273.12 crore
Intersegment adjustment
₹0.00 crore
Net segment revenue
₹1,273.12 crore
Intersegment transactions are between the company’s own businesses. Net segment revenue can differ from income-statement revenue because reporting definitions differ.
Source: FinEdge · Last checked 19 Sept 2026. Reported segment names are kept as supplied.
How the mix has moved
Wealth Management shrank from 81% to 76% of revenue over the last two years.
360ONE revenue by business segment, share of consolidated revenue by quarter
Segment
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
YoY growthlatest quarter
Wealth Management
81%
81%
73%
79%
85%
70%
76%
76%
+25.4%
Asset Management
19%
19%
27%
21%
15%
30%
24%
24%
+46.7%
Unallocated
0%
<1%
<1%
<1%
<1%
<1%
<1%
<1%
-29.0%
Share of reported segment revenue by quarter, consolidated basis, as filed. A quarter the
company did not report is left blank, never carried forward.
Disclosed holders that added to a position or appeared on the register for the first
time, biggest addition first.
Mutual fundnewly disclosed4.66% held
Mutual fundnewly disclosed1.78% held
newly disclosed1.75% held
newly disclosed1.64% held
Insurernewly disclosed1.14% held
Mutual fundnewly disclosed1.08% held
AIF+0.22 pp2.18% held
The same filing shows 2
holders trimming and 8 off the list — both
are in the register beside this.
Who is on the register
Named in the Sep 2026 filing
Every holder of 360 ONE above SEBI's 1% disclosure line, and what changed since Jun 2026.
Holder
Stake
Change
FPI fund
18.05%
−0.05 pp
Mutual fund
4.66%
newly disclosed
Global fund house
4.42%
−1.23 pp
3.84%
unchanged
Sovereign
2.73%
unchanged
2.38%
unchanged
AIF
2.18%
+0.22 pp
FPI fund
1.96%
unchanged
Mutual fund
1.78%
newly disclosed
FPI fund
1.76%
unchanged
1.75%
newly disclosed
1.64%
newly disclosed
A holder disappearing from this list has fallen below the 1% line — it is
not necessarily a sale. Percentages are of total shares, as disclosed in the
company's own filing. Who was buying across the market this quarter.
Mutual funds in 360ONE
Filings to Sep 2026
1 new, 7 added, 3 trimmed, 1 sold out
— net +6.41 L shares (+5.8%).
Held by funds
₹1.2k Cr
17 schemes
Biggest holder
SBI Midcap Fund
₹371 Cr · 1.6% of that fund
Scheme
Holding
Last month
Held since
SBI Midcap Fund SBI Mutual Fund
₹371 Cr
held
May '26
SBI ELSS Tax Saver Fund SBI Mutual Fund
₹155 Cr
held
Aug '26
SBI Banking And Financial Services Fund SBI Mutual Fund
₹144 Cr
held
Aug '25
HDFC ELSS - Tax Saver Fund HDFC Mutual Fund
₹119 Cr
+1.51 L
Jul '26
HDFC Multi Cap Fund HDFC Mutual Fund
₹118 Cr
+1.00 L
Jul '26
HDFC Value Fund HDFC Mutual Fund
₹72 Cr
+0.50 L
Jul '26
HDFC Balanced Advantage Fund HDFC Mutual Fund
₹52 Cr
held
Sep '25
HDFC Banking & Financial Services Fund HDFC Mutual Fund
₹47 Cr
held
Jul '26
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in
shares, so a price move never looks like buying or selling.
Mutual fundsSep 2026
7 added, 3 trimmed — net +6.41 L shares (+5.8%)
Funds are sitting on
+3%
vs est. average cost
Held by funds
₹1.2k Cr
17 schemes · ≈ 3.1% of the company
Biggest holder
SBI Midcap Fund
₹371 Cr · 1.6% of that fund
Longest holder
SBI Nifty 500 Index Fund
2y 1m · since Sep '24
Shares held by these funds+986%
Oct '231.18 cr sharesSep '26
Your own record
Start an Inve Case for 360 ONE
Free account: one company. Everything above stays public.
Write why you follow 360 ONE and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Compiled directly from 360ONE's filed financial statements, earnings call transcripts, and ownership disclosures.
How did 360 ONE (360ONE) perform in its latest reported quarter (Sept 2026)?
For the quarter ended Sept 2026, 360 ONE reported revenue of ₹1.1k Cr, net profit of ₹300 Cr, an operating margin of 59.0%. Diluted earnings per share stood at ₹7.36.
How is 360 ONE (360ONE) valued today, and what growth does the stock price imply?
360 ONE (360ONE) trades at ₹1,138, with a market capitalization of ₹42.7k Cr.
Who owns 360 ONE (360ONE) — promoters, FIIs, DIIs, and mutual funds?
As of Sept 2026, Promoters hold 6.2%, FIIs hold 54.0%, DIIs hold 23.7%, Public shareholders hold 16.2%.
Learn to analyse 360 ONE
Guides on how to read this kind of business and the numbers that matter.