Sector Alpha Week of 2026-09-11
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-11

One Point One Solutions Ltd

ONEPOINT
IT Enabled Services

One Point One Solutions Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

The sharpest disagreement: Promoters moved −8.4 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced.

The price is in a confirmed uptrend (17 weeks in) while the P/E sits at the 40th percentile of its own 9-year range. Underneath, the last four quarters read improving — profit +77.8% year on year, and 191% of the last 3 years' profit arrived as cash. What settles it: whether the register turns back in the story’s favour.

Stage
Mixed
partial read
Price
₹56.4
+27.6% 1Y
P/E
32.2×
40th pctile
of its own 9-year range
Revenue (Jun 26)
₹158 Cr
+129.0% YoY
Profit (Jun 26)
₹16.0 Cr
+77.8% YoY
Operating margin
23.0%
+1.0 pp YoY
ROCE
11%
FY26
ROIC
7.1%
vs WACC 12.0% → −4.9 pp
Cash conversion
191%
of profit, last 3 FY
Unverified figures: Some figures on this page come from a second financial-data feed that could not be cross-checked against the primary source — the two do not share enough overlapping reported history to compare. They are drawn, because they are the only evidence there is, and every section carrying one is marked unverified. PEG is the exception: the quarterly curve is not drawn at all. PEG asks what is being paid for growth — both sides of that division come from the source that could not be checked, so it is withheld instead of marked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

One Point One Solutions Ltd trades at ₹56.4, in a confirmed uptrend and 17 weeks into that stage. That is +3.2% against its own 200-day average. It sits at 69% of a 52-week range of ₹42 to ₹63. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (5 weeks and counting).

Today the stock is in a confirmed uptrend — week 17 of stage 2, confirmed. At ₹56.4 it trades +3.2% versus its 200-day average and sits at 69% of its 52-week range (₹42–₹63).

Sep 26: ₹56.4 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+3.2% versus the 200-day line, week 17 of stage 2
Price50-day avg200-day avg
S2S4S4S4S2₹80.2₹64.3₹48.4₹32.6₹16.7₹56₹55Sep 23Jun 24Mar 25Jan 26Sep 26
S2S4S4S4S2₹80.2₹64.3₹48.4₹32.6₹16.7₹56₹55Sep 23Mar 25Sep 26
Beating or trailing, week by week since 2017 Each cell is one week from 2017 to now (461 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Dec 17Sep 26

Against the market, two honest reads. Cumulative: over the last 8.7 years the stock moved +553% while the NIFTY 500 moved +142% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (5 weeks and counting; last ahead the week of 2026-08-07) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Story check

Story check

One Point One Solutions Ltd's story is not scored yet against the markers our research file set on 14 June 2026. Where it sits in its own cycle: Not stated in the research file. Still open: May 2026 and Feb 2026 concalls each contain internal contradictions on revenue and margin guidance; key metrics refused.

NOT YET CHECKED

What is proven. See the research file

What is not proven yet. May 2026 and Feb 2026 concalls each contain internal contradictions on revenue and margin guidance; key metrics refused.

Layer 1 read, 27 June 2026 — KEEP. Real revenue engine, but acquisition-diluted returns, flagged PAT quality and weak governance keep it P2. Revenue has grown 12 straight quarters from Rs 36 Cr to Rs 96 Cr and the multiple is compressing while EPS rises, the depressed-breakout shape. But returns are going the wrong way — ROCE fell from 22% to 11% as three acquisitions loaded the balance sheet and FY26 FCF was -Rs 286 Cr — and 6 of 12 quarters' PAT was flattered by other income at 38-70% of PBT. With the PE only at the 53.8th percentile (FAIR, not cheap) and promoter/FII both selling down hard, the quality of the growth, not its existence, is the question.

What would change Layer 1’s mind. Per the timeline's own falsification: Q1 FY27 consolidated revenue below Rs 130 Cr (Netcom failing to consolidate) OR EBITDA margin below 18% for two consecutive quarters OR promoter holding falling below 48% — any of these breaks the growth-with-acceptable-quality thesis and flips this to DROP.

Layer 2 read, 27 June 2026 — BENCH. Revenue compounds, but FII money is fleeing and earnings quality is breaking down — benched, not bought. The topline is genuine — revenue compounded from 36 to 96 Cr over 12 quarters with real margin leverage — but the quality underneath is deteriorating and institutions are leaving fast, with FII ownership more than halving from 16.1% to 7.0% in nine months. Return on capital has fallen from 22% to 11% on acquisition dilution, free cash flow is -286 Cr, and reported profit is flattered by other income in six of the last quarters. With a fair (not cheap) multiple and a -27.5% margin of safety, there is no valuation buffer to absorb that erosion.

What would change Layer 2’s mind. An L3/Tier-1-2 source confirming a governance event behind the FII exit (pledge, related-party, or acquisition-accounting irregularity) would flip BENCH to DROP; conversely, a concall confirming the WC bloat is a one-off acquisition-integration release AND FII stabilising next quarter, with PAT becoming operations-led (OCF/PAT normalising toward 1.0), would lift it toward ADVANCE.

🚨 What the surface reading misses. The surface reading is: High OPM variation (35% to 18%) — unstable business quality The research reads it further: OPM trough at 18% (Mar 2025) was driven by deliberate R&D investment in Resolex platform build (management-confirmed in Feb 2026 concall) plus Mar 2025 other-income spike inflating PBT without lifting OPM. The Sep 2023 peak at 35% was the high-margin pre-investment period. cycle_normalized OPM at 47th %ile means current margins are near mid-cycle, not structurally broken.

🚨 What the surface reading misses. The surface reading is: ROCE 11% — below cost of capital, poor quality business The research reads it further: ROCE compressed because the acquisition asset base (Rs 407 Cr capex in FY26 alone, total Rs 554 Cr over 5 years) expanded faster than earnings. Through-cycle ROCE 16% per cycle_normalized. Revenue grew 22% in FY26 despite the asset base expansion — this is a timing lag not structural deterioration.

Sources: our stock research file (14 June 2026) · quarterly results through Jun 26 · the company’s own earnings calls. The story check is re-scored every results season; the record below never changes.

03 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

One Point One Solutions Ltd reported ₹158 Cr of revenue in the Jun 26 quarter, +129.0% year on year. That is the 11th straight quarter of year-on-year growth. Over 9 years it has compounded at 14.0% a year. The last full year, FY26, came in at ₹313 Cr. The last four reported quarters add to ₹402 Cr.

Why this happened. Netcom acquired February 2026 for ~$33.37M. Only partial-quarter revenue in Q4 FY26. Full-year FY27 consolidation is the primary driver of the Rs 600-700 Cr revenue guidance. Netcom brings 30-year BFSI heritage in Latin America. Multi-bank Resolex rollout guided within 1-1.5 quarters of the May 2026 call.

FY26 revenue came in at ₹313 Cr (+22.3% on the year), capping 9 years at 14.0% compound. The latest quarter (Jun 26) printed ₹158 Cr, +129.0% year on year — the 11th consecutive quarter of year-over-year growth.

FY26 revenue ₹313 Cr (+22.3% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 10-year window. A bar is red when it is lower than the year before.
14.0% a year over 9 years
RevenueYoY growth
33856%25436%16916%85−3.9%0−24%₹ Cr%₹31322.3%FY17FY21FY26
33856%25436%16916%85−3.9%0−24%₹ Cr%₹31322.3%FY17FY21FY26
Jun 26: ₹158 Cr (+129.0% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
11th straight quarter of growth
Revenue (quarterly)YoY growth
171138%128105%8571%4337%03.8%₹ Cr%₹158129%Sep 23Dec 24Jun 26
171138%128105%8571%4337%03.8%₹ Cr%₹158129%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +50.9% growth against the decade's 14.0% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +52.3% over the last 4 quarters against +43.6%/yr over the last 8 — accelerating; TTM profit +32.4% vs +29.1%/yr — accelerating.

FY26-Q4. revenue ₹96 Cr and profit ₹10 Cr as reported.

FY27-Q1. revenue ₹158 Cr and profit ₹16 Cr as reported.

Why-sources: our stock research file (14 June 2026) and the company’s own results for those quarters.

04 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

One Point One Solutions Ltd's operating margin is 23.0% in the Jun 26 quarter, +1.0 percentage points against the same quarter a year ago. Across 10 fiscal years the operating margin has ranged 8.0% to 30.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 23.0%, +1.0 pp against the same quarter a year ago. Across 10 fiscal years the operating margin has ranged 8.0%–30.0%.

Why the margin moved: operating margin went +0.8 pp year on year while gross margin went +0.0 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 23.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 10-year window.
within a 8.0–30.0% band over 10 years
operating marginYoY change (pp)
32%15%25%7.3%19%−0.5%13%−8.3%6.2%−16%%%23%−1%FY17FY21FY26
32%15%25%7.3%19%−0.5%13%−8.3%6.2%−16%%%23%−1%FY17FY21FY26
Jun 26: 23.0% operating margin (+1.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
36%15%31%8.0%27%1.0%22%−5.9%17%−13%%%23%1%Sep 23Dec 24Jun 26
36%15%31%8.0%27%1.0%22%−5.9%17%−13%%%23%1%Sep 23Dec 24Jun 26

FY26-Q4. revenue ₹96 Cr and profit ₹10 Cr as reported.

FY27-Q1. revenue ₹158 Cr and profit ₹16 Cr as reported.

Why-sources: our stock research file (14 June 2026) and the company’s own results for those quarters.

05 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

One Point One Solutions Ltd earned ₹16.0 Cr of net profit in the Jun 26 quarter, +77.8% year on year. It is the 11th consecutive quarter of growth. Full-year FY26 profit was ₹38.0 Cr. The 9-year compound rate is 20.7%. That is 10.1% of the quarter's revenue. The same quarter a year earlier earned ₹9.0 Cr.

Jun 26 profit was ₹16.0 Cr, +77.8% year on year — the 11th consecutive quarter of growth. On the full year, FY26 printed ₹38.0 Cr (+15.2%), and the 9-year compound rate is 20.7%.

FY26 profit ₹38.0 Cr (+15.2% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 10-year window. A bar is red when it is lower than the year before.
20.7% a year over 9 years
Net profitYoY growth
43240%2695%9−50%−8−195%−25−340%₹ Cr%₹3815.2%FY17FY21FY26
43240%2695%9−50%−8−195%−25−340%₹ Cr%₹3815.2%FY17FY21FY26
Jun 26: ₹16.0 Cr (+77.8% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
11th straight quarter of growth
Net profit (quarterly)YoY growth
17194%13145%996%447%0−2.4%₹ Cr%₹1677.8%Sep 23Dec 24Jun 26
17194%13145%996%447%0−2.4%₹ Cr%₹1677.8%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +129.0% and the margin +1.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +31.6% vs revenue +50.9%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.

FY26-Q4. revenue ₹96 Cr and profit ₹10 Cr as reported.

FY27-Q1. revenue ₹158 Cr and profit ₹16 Cr as reported.

Why-sources: our stock research file (14 June 2026) and the company’s own results for those quarters.

06 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 191% of One Point One Solutions Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹121 Cr of operating cash against ₹38.0 Cr of profit. After ₹407 Cr of capital spending, ₹−286 Cr was left as free cash.

FY26: operating cash of ₹121 Cr against reported profit of ₹38.0 Cr, leaving free cash of ₹−286 Cr after ₹407 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 191% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹121 Cr vs profit ₹38.0 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 10-year window, annual resolution.
191% of 3-year profit arrived as cash
Operating cashNet profitFree cash
15436−83−201−319₹ Cr₹121₹38₹−286FY17FY21FY26
15436−83−201−319₹ Cr₹121₹38₹−286FY17FY21FY26
FY26: CFO = 318% of profit (three-year rate 191%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
317%255%193%130%68%%300%FY17FY21FY26
317%255%193%130%68%%300%FY17FY21FY26

Why conversion sits at 191%: the cash cycle stretched 17 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 6.9× depreciation over three years, so the next section's job is to check what that build-out is buying.

07 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

One Point One Solutions Ltd's cash conversion cycle runs 113 days in FY26, up from 96 days in FY21. Capital spending ran ₹528 Cr over the last 3 years. At FY26 sales of ₹313 Cr each day of that cycle holds about ₹0.9 Cr, so roughly ₹97.0 Cr sits inside the business at any moment.

Why this happened. India BFSI manages Rs 6,000 Cr book. BFSI 55% of global customer base. Resolex pilots live at Costa Rican federal bank; multi-bank rollout expected. BFSI is the primary Resolex scaling vector.

FY26: debtors at 113 days (an asset-light business — no inventory to speak of) — for a full cycle of 113 days, looser than FY21's 96.

In money terms: at FY26 sales of ₹313 Cr, each day of the cycle holds about ₹0.9 Cr — so the 113-day loop keeps roughly ₹97.0 Cr sitting inside the business at any moment.

FY26: a 113-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 10-year window.
+17 days vs FY21
Cash cycleDebtor days
1551321108764days113d113dFY17FY19FY21FY23FY26
1551321108764days113d113dFY17FY21FY26

On the investment side: capital spending of ₹528 Cr over the last 3 fiscal years against ₹77.0 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹73.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹407 Cr, work-in-progress ₹73.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
44131619267−58₹ Cr₹407₹73FY18FY20FY22FY24FY26
44131619267−58₹ Cr₹407₹73FY18FY22FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

08 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.⚠ unverified

One Point One Solutions Ltd earns a ROCE of 11% in FY26. That is up from a trough of −11% in FY21. Return on invested capital clears the cost of that capital by −4.9 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 12.1% net margin on 0.37× asset turns.

FY26 ROCE is 11%, recovered from a FY21 trough of −11% — the full ladder below shows the fall and the climb, undoctored.

🚨 Why the return is what it is — the wiring (FY26): 12.1% net margin × 0.37× asset turns × 1.87× balance-sheet leverage ≈ 8.4% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 7.1% − 12.0% = a −4.9 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.

FY26: ROCE 11% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 9-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY21's −11%
ROCEROIC (annual)WACC
28%17%7.0%−3.4%−14%%11%6.1%FY18FY22FY26
28%17%7.0%−3.4%−14%%11%6.1%FY18FY22FY26
Q4 FY26: ROCE 5.9% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
20%16%12%8.6%4.7%%5.9%6.1%Q1 FY24Q2 FY25Q4 FY26
20%16%12%8.6%4.7%%5.9%6.1%Q1 FY24Q2 FY25Q4 FY26
09 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.⚠ unverified

One Point One Solutions Ltd carries total debt of ₹220 Cr against shareholder equity of ₹462 Cr as of Mar 26, a debt-to-equity of 0.48. On the annual view that ratio went from 1.13 in FY22 to 0.48 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹220 Cr against shareholder equity of ₹462 Cr — a debt-to-equity of 0.48. On the annual view, debt-to-equity went from 1.13 (FY22) to 0.48 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹220 Cr at 0.48× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
2381.2×1780.9×1190.6×590.3×00.0×₹ Cr×₹2200.48×FY22FY24FY26
2381.2×1780.9×1190.6×590.3×00.0×₹ Cr×₹2200.48×FY22FY24FY26
Mar 26: debt ₹220 Cr, debt-to-equity 0.48 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
2381.1×1780.9×1190.6×590.3×00.0×₹ Cr×₹2200.48×Jun 23Sep 24Mar 26
2381.1×1780.9×1190.6×590.3×00.0×₹ Cr×₹2200.48×Jun 23Sep 24Mar 26
10 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters cut 8.4 points of One Point One Solutions Ltd over 8 quarters, the biggest move on the register. That takes promoters to 52.3% of the company. Domestic institutions moved +0.3 points over the same window, to 0.9%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −8.4 points over 8 quarters to 52.3%; Domestic institutions: +0.3 points over 8 quarters to 0.9%; Foreign institutions: +0.1 points over 8 quarters to 5.2%.

🚨 Why the register moved: promoters drove it (−8.4 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −15.5 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
73%54%34%15%−4.9%%52.3%6.2%1%38.8%Mar 24Mar 25Mar 26
73%54%34%15%−4.9%%52.3%6.2%1%38.8%Mar 24Mar 25Mar 26
Promoters cut 8.4 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
73%54%34%14%−5.4%%52.3%5.2%0.9%39.7%Jun 23Dec 24Jun 26
73%54%34%14%−5.4%%52.3%5.2%0.9%39.7%Jun 23Dec 24Jun 26
11 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

One Point One Solutions Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

12 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

One Point One Solutions Ltd trades at 32.2× P/E, mid-range by its own standards (40th percentile). Its long-run median P/E is 36.8×, measured across 8.7 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 32.2× is mid-range by its own standards (40th percentile), against a long-run median of 36.8× measured over 8.7 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 32.2× vs a 36.8× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 8.7-year window; loss-period spikes above 110× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (40th percentile)
P/EMedianEPS (TTM) (quarterly)
119.2×₹6.389.4×₹4.759.6×₹3.129.8×₹1.60.0×₹0.0×32.20×₹2Dec 17Oct 19Feb 23Dec 24Sep 26
119.2×₹6.389.4×₹4.759.6×₹3.129.8×₹1.60.0×₹0.0×32.20×₹2Dec 17Feb 23Sep 26
P/E
32.2×
40th percentile of 9y

Why the multiple sits where it does: over the past year annual EPS moved +15.1% against a +27.6% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 3y, of the +21.9%/yr price move, ~+49.9%/yr came from earnings growth and ~−28.0 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

A quarterly PEG curve, which only the second data source carries, is not drawn on this page: its two data sources do not share enough overlapping reported history to be compared. A figure nobody could check is not used to price growth — the gap is a decision, not missing data.

13 · What the price assumes

What the price assumes This reading works the multiple backwards. It asks one question: what yearly rate of profit growth is a buyer at the market price already paying for? The number is the growth rate that makes eleven years of profit — six years growing, then five fading — add up to that day's market price, once each year is discounted at 11% a year.

Solved at its 29 June 2026 price, One Point One Solutions Ltd was paying for profit growth of about 24.1% a year. Profit itself has compounded 20.7% a year over the past 9 years. Today the market pays 32.2× P/E, the 40th percentile of its own 9-year range.

What the two numbers say together. The multiple is unremarkable against its own past, and the growth the price is paying for is close to what this company has actually delivered.

How to hold this number: it is a reading of one day's price, taken on 29 June 2026, not a running figure — every other number on this page, the multiple included, is read off the live quote as of 11 September 2026. A higher price is paying for more growth and a lower price for less, so it moves whenever the price does, and this page does not restate it between measurements.

14 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

One Point One Solutions Ltd reads as mixed on its fundamental arc. Mixed — the growth curves are steadily positive, but ROCE at 11.0% is below the 15% bar this page requires to call it Consistent. The read is built from 8 quarters across 4 curves, on partial evidence.

Growth, year by year: revenue +22.3% in FY26, profit +15.2% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
56%240%36%95%16%−50%−3.9%−195%−24%−340%%%22.3%15.2%FY17FY21FY26
56%240%36%95%16%−50%−3.9%−195%−24%−340%%%22.3%15.2%FY17FY21FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue accelerating, profit accelerating
RevenueProfitEPS
60%113%48%84%37%55%26%26%15%−3.5%%%52.3%32.4%26.7%Sep 23Dec 24Jun 26
60%113%48%84%37%55%26%26%15%−3.5%%%52.3%32.4%26.7%Sep 23Dec 24Jun 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
23%20%17%13%10%%11%FY23FY24FY26
23%20%17%13%10%%11%FY23FY24FY26
Revenue growth
Rising
latest +52.3% · span +17.8% to +56.5%
Profit growth
Steady high
latest +32.4% · span +15.2% to +105.1%
EPS growth
Rising
latest +26.7% · span +4.5% to +74.3%
ROCE
Falling
latest 11.0% · span 11.0%–22.0%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+22.3%+30.8%+25.1%
Profit+15.2%+61.6%
EPS+15.1%+45.6%
Share price+27.6%+21.9%+60.5%
Revenue YoY (Jun 26)
+129.0%
latest quarter vs a year ago
Profit YoY (Jun 26)
+77.8%
latest quarter vs a year ago
Revenue 10y
14.0%
long-run compound pace
15 · 4-Factor Sector Score

4-Factor Sector Score

57.3/100 — rank 6 of 12 in IT Enabled Services · 80% evidence confidence

One Point One Solutions Ltd scores 57.3 out of 100 against the 12 companies it is compared with in IT Enabled Services, ranking 6. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 23.6 + 11.3 + 9.2 + 13.2 = 57.3. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

16 · Said versus delivered

Said versus delivered

What One Point One Solutions Ltd's management promised, set against what actually arrived — 4 tracked promises on the record. Read straight from the company’s own earnings calls. A promise that slipped stays on this page after it is met.

FY27 Revenue Outlook Shifted Sharply · 13 August 2026. In May 2026, management answered a question specifically about FY27 by describing a 24% year-on-year growth trajectory. In Aug 2026, management said it was embarking on a plan to double revenue in the current year, a materially higher FY27 outlook, without explaining what changed or reconciling it with the prior trajectory.

Revenue Guidance Contradiction · 29 May 2026. Management provided conflicting top-line outlooks for the upcoming financial year during the May 2026 call. First, they stated consolidated revenue would reach 600-700 crores, implying 90% to 120% growth over FY26's base of 313.4 crores. Minutes later, when asked if a 25-30% growth rate was too ambitious, management ignored their previous 600-700 crore target and stated they simply expect to continue their historical 24% year-on-year growth trajectory.

Margin Trajectory Disconnect · 29 May 2026. During the May 2026 call, the CFO highlighted that AI-driven efficiencies are expected to push margins higher over the coming years from their FY26 baseline of approximately 28.8% EBITDA margin (90.4 crores on 313.4 crores of revenue). However, management later contradicted this margin expansion narrative by projecting that future margins will stay compressed in a lower 20% to 25% range.

Revenue Scale vs. Typical Deal Size Disconnect · 11 February 2026. During the February 2026 call, management reports quarterly revenue of 77.3 crores (approximately $9.3 million), yet later defines typical deal sizes as being between $50 million and $60 million. This creates a significant internal contradiction, as a single 'typical' deal would exceed the company's entire annual revenue base of approximately $37 million, which is inconsistent with their modest 20-25% annual growth guidance. Later call (Feb 2026): “During Q3 FY26, our revenue from operations was 77.3 crores, reflecting a robust 9.1% quarter-on-quarter growth.” Later call (Feb 2026): “Typically, we look at deal sizes between 50 million dollars and 60 million dollars.”

Every quote above is taken word for word from the company’s own earnings calls.

17 · Related companies · IT Enabled Services
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1eClerx Services LtdECLERX 75.3/100Favorable setup100% evidence BREAKING OUT 26.0/35 Revenue 23.2% · PAT 27.4% · OPM change -1 pp 100% evidence 19.5/25 ROCE 34.4% · OPM 23% 100% evidence 11.8/20 P/E 24.5× · PEG 0.58 100% evidence 18.0/20 RS sector 8.7% · RS bench 3.3% · 1Y -11.5%9 of 12 weeks ahead 100% evidence
Exact sum: 26 + 19.5 + 11.8 + 18 = 75.3 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2Alldigi Tech LtdALLDIGI 64.4/100Mixed-positive evidence81% evidence BASING 19.7/35 Revenue 8% · PAT 30.3% · OPM change 3 pp 95% evidence 22.0/25 ROCE 27.9% · OPM 28% 95% evidence 10.4/20 P/E 13.2× · PEG — 50% evidence 12.3/20 RS sector 5.2% · RS bench -3% · 1Y -15.2%0 of 10 weeks ahead 70% evidence
Exact sum: 19.7 + 22 + 10.4 + 12.3 = 64.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Aurum Proptech LtdAURUM 61.6/100Mixed-positive evidence72% evidence LEADER 27.0/35 Revenue 64.1% · PAT 100% · OPM change 9 pp 71% evidence 6.7/25 ROCE 1.3% · OPM 26% 95% evidence 8.5/20 P/E 1719× · PEG — 15% evidence 19.4/20 RS sector 25.9% · RS bench 20.9% · 1Y 27.3%12 of 12 weeks ahead 100% evidence
Exact sum: 27 + 6.7 + 8.5 + 19.4 = 61.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Firstsource Solutions LtdFSL 57.7/100Mixed-positive evidence100% evidence FADING 22.4/35 Revenue 19.7% · PAT 6.8% · OPM change 1 pp 100% evidence 16.3/25 ROCE 16.8% · OPM 17% 100% evidence 12.7/20 P/E 21.9× · PEG 0.85 100% evidence 6.3/20 RS sector -6.5% · RS bench -11.3% · 1Y -29.2%6 of 12 weeks ahead 100% evidence
Exact sum: 22.4 + 16.3 + 12.7 + 6.3 = 57.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Happiest Minds Technologies LtdHAPPSTMNDS 57.4/100Mixed-positive evidence94% evidence ASLEEP 22.5/35 Revenue 11.5% · PAT 16.8% · OPM change 2 pp 100% evidence 14.2/25 ROCE 13.3% · OPM 19% 100% evidence 12.8/20 P/E 21.6× · PEG 1.4 100% evidence 7.9/20 RS sector -1.4% · RS bench -19.8% · 1Y -41.5%3 of 11 weeks ahead 70% evidence
Exact sum: 22.5 + 14.2 + 12.8 + 7.9 = 57.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6One Point One Solutions Ltdthis pageONEPOINT 57.3/100Mixed-positive evidence80% evidence ASLEEP 23.6/35 Revenue 52.3% · PAT 32.4% · OPM change 1 pp 95% evidence 11.3/25 ROCE 10.9% · OPM 23% 95% evidence 9.2/20 P/E 32.2× · PEG — 15% evidence 13.2/20 RS sector 12.7% · RS bench 8% · 1Y 27.1%2 of 12 weeks ahead 100% evidence
Exact sum: 23.6 + 11.3 + 9.2 + 13.2 = 57.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Latent View Analytics LtdLATENTVIEW 49.3/100Mixed-negative evidence76% evidence ASLEEP 19.3/35 Revenue 22.9% · PAT 7% · OPM change -1 pp 95% evidence 15.8/25 ROCE 15.8% · OPM 20% 76% evidence 10.7/20 P/E 26.7× · PEG — 50% evidence 3.5/20 RS sector -16.7% · RS bench -28.8% · 1Y -41.2%1 of 10 weeks ahead 70% evidence
Exact sum: 19.3 + 15.8 + 10.7 + 3.5 = 49.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Route Mobile LtdROUTE 45.0/100Mixed-negative evidence82% evidence ASLEEP 9.5/35 Revenue -0.3% · PAT -14.2% · OPM change 0 pp 95% evidence 14.6/25 ROCE 17.4% · OPM 9% 76% evidence 14.7/20 P/E 8.8× · PEG — 50% evidence 6.2/20 RS sector -10.2% · RS bench -14.9% · 1Y -42.7%5 of 12 weeks ahead 100% evidence
Exact sum: 9.5 + 14.6 + 14.7 + 6.2 = 45 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
9IRIS Regtech Solutions LtdIRIS 43.0/100Mixed-negative evidence87% evidence TURNING 15.1/35 Revenue 18.6% · PAT 100% · OPM change -6.1 pp 95% evidence 7.5/25 ROCE 10.6% · OPM -5.1% 95% evidence 10.8/20 P/E 39.4× · PEG — 50% evidence 9.6/20 RS sector -4.2% · RS bench -8.8% · 1Y -29.8%5 of 12 weeks ahead 100% evidence
Exact sum: 15.1 + 7.5 + 10.8 + 9.6 = 43 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10RPSG Ventures LtdRPSGVENT 42.8/100Mixed-negative evidence72% evidence ASLEEP 12.7/35 Revenue 18.5% · PAT -80% · OPM change 1 pp 95% evidence 8.6/25 ROCE 10.6% · OPM 21% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 11.5/20 RS sector 6.5% · RS bench 1.9% · 1Y -5.1%1 of 12 weeks ahead 100% evidence
Exact sum: 12.7 + 8.6 + 10 + 11.5 = 42.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Protean eGov Technologies LtdPROTEAN 40.2/100Mixed-negative evidence94% evidence ASLEEP 15.1/35 Revenue 21.4% · PAT -13.3% · OPM change -2.8 pp 100% evidence 9.5/25 ROCE 12.7% · OPM 5% 100% evidence 12.3/20 P/E 23.3× · PEG 1.9 100% evidence 3.3/20 RS sector -25.8% · RS bench -23.9% · 1Y -44.1%4 of 11 weeks ahead 70% evidence
Exact sum: 15.1 + 9.5 + 12.3 + 3.3 = 40.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12Hinduja Global Solutions LtdHGS 19.9/100Adverse evidence77% evidence ASLEEP 2.9/35 Revenue -1.5% · PAT -43.1% · OPM change -6 pp 95% evidence 2.3/25 ROCE 1.5% · OPM -3.3% 95% evidence 10.0/20 P/E — · PEG — 0% evidence 4.7/20 RS sector -5.8% · RS bench -10.3% · 1Y -26.7%2 of 12 weeks ahead 100% evidence
Exact sum: 2.9 + 2.3 + 10 + 4.7 = 19.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

18 · Frequently asked questions

Frequently asked questions

What is One Point One Solutions Ltd's share price today?

One Point One Solutions Ltd trades at ₹56.4, +27.6% over the past year. The company is valued at ₹1,483 Cr. The stock sits at 69% of its 52-week range of ₹42–₹63, +3.2% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 17 weeks in. — as of 11 September 2026.

What were One Point One Solutions Ltd's latest quarterly results?

One Point One Solutions Ltd reported revenue of ₹158 Cr and net profit of ₹16.0 Cr for the Jun 26 quarter. Revenue rose 129.0% and profit rose 77.8% year on year. Earnings per share were ₹0.62. The operating margin was 23.0%, 1.0 pp higher than a year earlier. — as of 11 September 2026.

What is One Point One Solutions Ltd's revenue?

One Point One Solutions Ltd reported revenue of ₹158 Cr in the Jun 26 quarter, +129.0% year on year. For the full FY26 fiscal year, revenue was ₹313 Cr (+22.3%). Over the last 9 years revenue compounded at 14.0% a year. — as of 11 September 2026.

What is One Point One Solutions Ltd's profit?

One Point One Solutions Ltd earned ₹16.0 Cr of net profit in the Jun 26 quarter, +77.8% year on year — the 11th straight quarter of growth. Full-year FY26 profit was ₹38.0 Cr. The operating margin ran 23.0% in the latest quarter. — as of 11 September 2026.

What is One Point One Solutions Ltd's market cap?

One Point One Solutions Ltd's market capitalisation is ₹1,483 Cr at a share price of ₹56.4. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 11 September 2026.

What is One Point One Solutions Ltd's P/E ratio?

One Point One Solutions Ltd trades at a P/E of 32.2×, at the 40th percentile of its own 9-year range, against a long-run median of 36.8×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does One Point One Solutions Ltd pay a dividend?

Not in its latest year — One Point One Solutions Ltd's dividend payout was 0% of profit in FY26. It did record a payout in 2 of its last 10 reported fiscal years, so there is a history but no current dividend. — as of 11 September 2026.

Is One Point One Solutions Ltd overvalued?

On its own history, One Point One Solutions Ltd looks mid-range: its P/E of 32.2× sits at the 40th percentile of its 9-year range (long-run median 36.8×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 11 September 2026.

Is One Point One Solutions Ltd growing?

Yes — One Point One Solutions Ltd is growing: latest-quarter revenue +129.0% year on year, profit +77.8%, and the margin +1.0 pp at 23.0%. The 9-year compound rates are 14.0% (revenue) and 20.7% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is One Point One Solutions Ltd performing?

One Point One Solutions Ltd is in a confirmed uptrend, 17 weeks in. Its latest quarter's revenue rose 129.0% and profit rose 77.8% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 5 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

What stage is One Point One Solutions Ltd in?

Mixed — the growth curves are steadily positive, but ROCE at 11.0% is below the 15% bar this page requires to call it Consistent. The read comes from the last 12 quarters of growth (revenue growth +52.3% latest, profit growth +32.4% latest, eps growth +26.7% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 11 September 2026.

Is One Point One Solutions Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 17 of stage 2), trading +3.2% versus its 200-day average and at 69% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 11 September 2026.

Is One Point One Solutions Ltd beating the market?

Not lately — on a trailing-13-week view One Point One Solutions Ltd is currently behind the NIFTY 500 (5 weeks and counting; last ahead the week of 2026-08-07), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 8.7 years the stock moved +553% against the NIFTY 500's +142% — ahead of the index over the full window. — as of 11 September 2026.

Will One Point One Solutions Ltd's share price go up?

This page publishes no price forecast for One Point One Solutions Ltd. What it measures instead: the share price is ₹56.4, the price is in a confirmed uptrend 17 weeks in. Its P/E of 32.2× sits at the 40th percentile of its own 9-year range. — as of 11 September 2026.

Who owns One Point One Solutions Ltd?

Promoters hold 52.3% of One Point One Solutions Ltd, foreign institutions 5.2%, domestic institutions 0.9% and the public 39.7% (latest quarter). The biggest move on the register over the last two years: Promoters cut 8.4 points over 8 quarters. — as of 11 September 2026.

Does One Point One Solutions Ltd have too much debt?

It is moderate — One Point One Solutions Ltd's debt-to-equity is 0.49, and operating profit covers the interest bill 9×. FY26 borrowings were ₹220 Cr against equity of ₹447 Cr. Read the returns on this page with that leverage in mind — as of 11 September 2026.

What is One Point One Solutions Ltd's capex?

One Point One Solutions Ltd spent ₹528 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹407 Cr, with ₹73.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is One Point One Solutions Ltd's cash flow?

One Point One Solutions Ltd generated ₹121 Cr of operating cash flow in FY26 and ₹−286 Cr of free cash flow after ₹407 Cr of capital spending. Reported profit that year was ₹38.0 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is One Point One Solutions Ltd's profit real cash?

Yes — over the last 3 fiscal years, 191% of One Point One Solutions Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹121 Cr against reported profit of ₹38.0 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 11 September 2026.

Where is One Point One Solutions Ltd in its business cycle?

One Point One Solutions Ltd's FY26 operating margin was 23.0%, against a 10-year band of 8.0%–30.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 23.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 11 September 2026.

What growth does One Point One Solutions Ltd's price assume?

At its price on 29 June 2026, One Point One Solutions Ltd was priced for profit growth of about 24.1% a year. Profit itself has compounded 20.7% a year over the past 9 years. The figure reads the multiple backwards: the growth a buyer at that price was already paying for. — as of 11 September 2026.

What could break the One Point One Solutions Ltd story?

The sharpest disagreement: Promoters moved −8.4 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 11 September 2026.

Is One Point One Solutions Ltd a stock worth studying right now?

This is not investment advice. The machine read: One Point One Solutions Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: whether the register turns back in the story’s favour. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 11 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-11. Every chart on this page is drawn by deterministic code from the raw series — no forecasts, no price opinions, and nothing here is investment advice.

Not SEBI Registered !! Not Investment advice !!

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