One Point One Solutions FY25 results: 54% revenue jump, global acquisitions signal next growth phase

One Point One Solutions Limited (NSE: ONEPOINT) has posted a powerful close to fiscal year 2024–25, reporting a 54.24% year-on-year surge in revenue and a 55.10% jump in annual net profit, highlighting the company’s aggressive expansion across international markets and rapid evolution into an AI-driven BPM-KPO hybrid. In a fiscal year shaped by digital transformation imperatives, rising global outsourcing demand, and India’s strengthening role in offshore services, the company has emerged as a high-growth mid-cap contender in the IT-enabled services (ITES) sector.

The company’s Q4 FY25 consolidated revenue stood at ₹73.62 crore, marking a 38.12% rise from ₹53.30 crore in Q4 FY24. Quarterly profit after tax (PAT) reached ₹8.74 crore, up 31.21% from the corresponding period last year. For the full fiscal year, total income touched ₹270.17 crore compared to ₹175.16 crore in FY24, while PAT climbed from ₹21.38 crore to ₹33.16 crore. This sharp increase signals a sustained performance inflection, underpinned by new client wins, M&A activity, and consistent margin discipline.

Why Did One Point One Solutions Stock Fall Despite Strong Results?

Despite the upbeat numbers, shares of One Point One Solutions closed 2.94% lower on May 23, 2025, at ₹64.60. This decline, though marginal, came even as the company delivered record growth across top and bottom lines. The stock’s adjusted price-to-earnings (P/E) ratio stood at a lofty 50.54, suggesting elevated growth expectations may have already been priced in. The scrip has maintained a P/E above 50 for the last four trailing quarters, as disclosed by NSE data, and currently trades within its 52-week band of ₹41.01 to ₹77.50.

Market participants suggest that the dip could reflect near-term profit booking by retail investors or caution around high valuations, particularly amid muted broader mid-cap sentiment. No bulk deals or significant institutional exits were reported on the trade date, indicating the absence of strong negative institutional flows. However, sustained traction in earnings and successful execution of the pending M&A deals may serve as the next catalyst to revive bullish sentiment.

What Are the Financial Highlights from Q4 and FY25?

For Q4 FY25, EBITDA stood at ₹18.84 crore, translating to a margin of 25.59%, compared to ₹15.53 crore in Q4 FY24. Net profit margin for the quarter came in at 11.87%. On a full-year basis, EBITDA grew by 33.46% to ₹75.75 crore, while EPS for Q4 settled at ₹0.34.

These figures place One Point One Solutions at the higher end of the mid-cap BPO profitability spectrum, particularly impressive given the rising cost base across the sector due to AI upskilling, inflation-driven wage adjustments, and higher SG&A in newly entered international markets. By contrast, sector peers have reported average EBITDA margins in the 18–22% range, indicating strong operational efficiency for One Point One.

What Is the Strategic Significance of Recent Acquisitions?

In FY25, One Point One Solutions signed two key term sheets that could be transformative if executed as planned. First, a proposed $45 million (₹371 crore) acquisition of a U.S.-based healthcare Revenue Cycle Management (RCM) firm is expected to deepen the company’s penetration in the high-margin, regulated U.S. healthcare segment. Second, the company aims to acquire a domestic business process consulting and management firm for ₹261 crore, expanding its capability set beyond traditional BPM into advisory and strategic outsourcing.

Management has also confirmed the successful integration of ITCube Solutions Pvt Ltd, which was acquired earlier in FY25. This acquisition has enhanced the company’s delivery presence in Pune and Cincinnati, Ohio, and expanded services across IT, BPM, KPO, and analytics. Following this, One Point One now boasts operations in over 10 countries, including the U.S., UK, Germany, Netherlands, UAE, Qatar, Singapore, and Australia, marking a rapid evolution from a domestic player to a global mid-sized outsourcer.

What Is Management’s Vision for FY26 and Beyond?

Chairman and Managing Director Akshay Chhabra, while commenting on the results, described FY25 as a “transformative year” and underlined global expansion, tech investments, and client-centric execution as core to future growth. He attributed the 54% annual revenue growth to strong client demand and successful service diversification. Chhabra emphasized the strategic role of artificial intelligence, noting the company’s deployment of GenAI and intelligent automation across client engagements to drive efficiency and value creation.

He also reaffirmed that the company’s 5,600-strong workforce, now operating from multiple geographies, is well-positioned to deliver complex, high-scale, multilingual outsourcing services in verticals such as banking, retail, consumer goods, healthcare, and travel. This is consistent with the firm’s longer-term aim to transition from being a BPO services vendor to an integrated transformation partner for global clients.

How Is the Company Positioned in the Evolving BPM Landscape?

As Indian BPM players evolve from cost arbitrage partners to transformation enablers, One Point One Solutions has capitalized on a narrow but strategic window to scale internationally without the legacy cost structures of larger IT giants. Unlike pure-play BPO firms, its service spectrum includes customer lifecycle management, accounting, litigation support, back-office services, construction bid management, and specialized healthcare operations such as medical records summarization.

This full-stack offering, combined with platform-led delivery using GenAI and analytics, is helping One Point One differentiate itself in a competitive but fragmented global BPM market. Its recognition at the ET Cloud Summit 2025 for “Best AI/ML Driven Data Center Innovation” and the Contact Center Excellence Award 2024 further boosts brand equity and client confidence.

What’s the Future Outlook for One Point One Solutions Stock?

Analysts tracking mid-cap ITES stocks expect continued momentum in FY26, especially if the proposed acquisitions are closed on schedule and integrated successfully. The healthcare RCM segment in the U.S., in particular, is seen as a lucrative growth lever, with increased outsourcing demand from payers and providers alike. If the company is able to leverage its AI-led efficiencies to win multi-year contracts in regulated domains, the current valuation multiple could find support even at elevated levels.

Domestically, institutional interest in the stock may also improve post-acquisition clarity and once broader sentiment around mid-cap tech stabilizes. For now, the high P/E remains both a sign of investor optimism and a source of valuation risk.

However, the fundamentals—rising global footprint, AI integration, margin resilience, and diverse service portfolio—make a compelling long-term case. Investors may look for sustained revenue visibility and free cash flow generation in the coming quarters as validation for further re-rating.