WEBSITE BSE:544748 NSE: ONEPOINT Inc. Year: 2008 Industry: BPO/ITeS My Bucket: Add Stock
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1. Business Overview
One Point One Solutions Ltd. (OPOS) is an Indian provider of Business Process Management (BPM) and Technology Services. The company primarily operates in the BPO/ITeS sector, offering a range of services designed to help clients manage their business processes and leverage technology. Its core business model revolves around providing outsourced solutions to clients across various industries, including telecom, BFSI (Banking, Financial Services, and Insurance), travel & hospitality, manufacturing, e-commerce, retail, and government. The company makes money by charging clients for its services, which can be based on transaction volumes, FTE (Full-Time Equivalent) deployment, project-based fees, or service-level agreements.
2. Key Segments / Revenue Mix
The company's services can generally be categorized into two main segments:
Business Process Management (BPM) / BPO Services: This includes voice-based (customer care, technical support, telemarketing) and non-voice based services (back-office operations, data entry, data processing, chat support, email support).
Technology Services: This segment encompasses IT infrastructure management, cloud services, cybersecurity, digital marketing, and other IT-enabled services.
While specific percentage contributions are not always publicly detailed, the company historically has a strong focus on BPM/BPO services, with growing emphasis on digital and technology service offerings to meet evolving client demands.
3. Industry & Positioning
The Indian BPO/ITeS industry is large, dynamic, and highly competitive, characterized by both large multinational players and numerous mid-sized to small specialized firms. The industry is witnessing significant shifts due to digital transformation, automation, artificial intelligence (AI), and data analytics. One Point One Solutions positions itself as a mid-tier player, aiming to provide customized, cost-effective, and scalable solutions. It competes with a broad spectrum of companies, from large, integrated IT service providers to smaller, niche-focused BPO firms. Its positioning often emphasizes client-centricity and adaptable service delivery rather than sheer scale.
4. Competitive Advantage (Moat)
For a company of its size in a highly competitive sector, a strong, durable moat is challenging to establish. Potential competitive advantages for One Point One Solutions could include:
Cost-Effectiveness: Ability to offer competitive pricing due to operational efficiencies and India's lower labor costs.
Client Relationships: Long-term relationships with key clients, leading to repeat business and deeper integration of services.
Customization & Flexibility: Agility in tailoring solutions for specific client needs and adapting to changing requirements, which might be harder for larger, more rigid competitors.
Niche Expertise: Developing specialized capabilities in certain verticals or service lines that differentiate it from generalist providers.
However, these are often subject to constant competitive pressure and require continuous investment and innovation to sustain.
5. Growth Drivers
Increased Outsourcing & Digital Transformation: Global and domestic businesses continue to outsource non-core activities to improve efficiency and reduce costs, and the accelerated pace of digital adoption drives demand for technology services.
Adoption of Advanced Technologies: Integration of AI, Machine Learning, and Robotic Process Automation (RPA) in BPO processes can enhance service offerings and attract new clients seeking advanced solutions.
Expansion into New Geographies/Verticals: Opportunities to acquire new clients or deepen penetration in existing and new industry verticals (e.g., healthcare, fintech) and potentially explore international markets.
Upskilling & New Service Offerings: Developing capabilities in high-value IT-enabled services like cybersecurity, cloud management, and data analytics.
Client Acquisition & Consolidation: Winning larger contracts and potentially pursuing strategic acquisitions to expand capabilities or client base.
6. Risks
Intense Competition & Pricing Pressure: The BPO/ITeS sector is highly competitive, leading to pricing pressure and potential margin erosion.
Technological Disruption: Rapid advancements in automation and AI could reduce the demand for traditional manual BPO services, requiring continuous investment in new technologies and skill sets.
Client Concentration Risk: Potential over-reliance on a few large clients, where the loss or reduction in business from such clients could significantly impact revenue.
Data Security & Privacy: As a service provider handling sensitive client data, breaches could lead to financial losses, reputational damage, and regulatory penalties.
Talent Attrition & Retention: High employee attrition rates are common in the BPO industry, leading to increased recruitment and training costs and potential service delivery issues.
Economic Downturns: Economic slowdowns can lead clients to reduce outsourcing budgets or renegotiate contracts.
7. Management & Ownership
One Point One Solutions Ltd. is primarily promoted by its founders. The company's management team typically consists of individuals with experience in the BPM and IT services sector. The promoters (founding family or key individuals) usually hold a significant stake in the company, indicating their long-term commitment and alignment with shareholder interests. Details on specific individuals and their tenures would require checking recent annual reports or company filings, but generally, promoter-led companies often bring a strong vision and operational focus.
8. Outlook
The outlook for One Point One Solutions is shaped by the prevailing trends in the BPO/ITeS industry. The growing global trend towards outsourcing, coupled with accelerated digital transformation initiatives across industries, presents significant tailwinds. The company has an opportunity to grow by leveraging its existing client relationships, expanding its digital and technology service offerings, and focusing on cost-efficient delivery models. However, it operates in a highly competitive landscape with constant pricing pressure and the imperative to continuously innovate and adapt to technological advancements like AI and automation. Its ability to successfully acquire new clients, retain talent, and transition towards higher-value, technology-driven services will be crucial for sustained growth amidst these challenges.
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Market Cap ₹1578 Cr.
Stock P/E 47.6
P/B 3.6
Current Price ₹60
Book Value ₹ 16.5
Face Value 2
52W High ₹70
Dividend Yield 0%
52W Low ₹ 40.6
Price goes above X
Price falls below X
PE goes above X
PE falls below X
₹ | |
| #(Fig in Cr.) | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Sales | 40 | 42 | 52 | 61 | 62 | 66 | 67 | 69 | 71 | 77 |
| Other Income | 1 | 0 | 1 | 1 | 2 | 5 | 7 | 5 | 5 | 4 |
| Total Income | 41 | 42 | 53 | 62 | 64 | 70 | 74 | 74 | 76 | 81 |
| Total Expenditure | 26 | 27 | 38 | 44 | 45 | 50 | 55 | 54 | 54 | 58 |
| Operating Profit | 15 | 15 | 16 | 18 | 19 | 21 | 19 | 21 | 22 | 23 |
| Interest | 1 | 1 | 1 | 2 | 1 | 2 | 2 | 2 | 2 | 2 |
| Depreciation | 5 | 6 | 6 | 7 | 6 | 7 | 7 | 7 | 7 | 7 |
| Exceptional Income / Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1 |
| Profit Before Tax | 8 | 8 | 9 | 9 | 11 | 11 | 10 | 12 | 13 | 13 |
| Provision for Tax | 2 | 2 | 2 | 2 | 3 | 3 | 2 | 2 | 3 | 4 |
| Profit After Tax | 6 | 6 | 7 | 8 | 8 | 8 | 9 | 9 | 10 | 9 |
| Adjustments | 0 | 0 | 0 | -0 | 0 | -0 | 0 | -0 | 0 | 0 |
| Profit After Adjustments | 6 | 6 | 7 | 8 | 8 | 8 | 9 | 9 | 10 | 9 |
| Adjusted Earnings Per Share | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.3 |
| #(Fig in Cr.) | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Sales | 96 | 121 | 153 | 125 | 102 | 132 | 140 | 170 | 256 | 284 |
| Other Income | 0 | 0 | 0 | 2 | 7 | 7 | 4 | 5 | 14 | 21 |
| Total Income | 96 | 121 | 153 | 127 | 109 | 139 | 144 | 175 | 270 | 305 |
| Total Expenditure | 80 | 97 | 124 | 97 | 94 | 103 | 107 | 118 | 194 | 221 |
| Operating Profit | 16 | 24 | 29 | 30 | 15 | 35 | 37 | 57 | 76 | 85 |
| Interest | 2 | 3 | 1 | 9 | 9 | 8 | 5 | 5 | 7 | 8 |
| Depreciation | 4 | 10 | 16 | 29 | 27 | 22 | 19 | 22 | 26 | 28 |
| Exceptional Income / Expenses | 0 | 0 | 0 | -18 | 0 | 0 | 0 | 0 | 0 | -1 |
| Profit Before Tax | 10 | 12 | 12 | -26 | -21 | 5 | 13 | 30 | 43 | 48 |
| Provision for Tax | 4 | 2 | 2 | -7 | -7 | 2 | 4 | 9 | 10 | 11 |
| Profit After Tax | 7 | 9 | 10 | -20 | -14 | 3 | 9 | 21 | 33 | 37 |
| Adjustments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit After Adjustments | 7 | 9 | 10 | -20 | -14 | 3 | 9 | 21 | 33 | 37 |
| Adjusted Earnings Per Share | 0.6 | 0.5 | 0.5 | -1 | -0.7 | 0.2 | 0.5 | 1 | 1.3 | 1.4 |
| # | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Sales CAGR | 51% | 25% | 15% | 0% |
| Operating Profit CAGR | 33% | 29% | 20% | 0% |
| PAT CAGR | 57% | 122% | 0% | 0% |
| # | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Share Price CAGR | -11% | 39% | 97% | NA% |
| ROE Average | 13% | 18% | 7% | 9% |
| ROCE Average | 17% | 24% | 15% | 14% |
| #(Fig in Cr.) | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Shareholder's Funds | 17 | 68 | 77 | 57 | 43 | 47 | 55 | 140 | 405 |
| Minority's Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Borrowings | 23 | 0 | 1 | 0 | 3 | 2 | 1 | 8 | 1 |
| Other Non-Current Liabilities | 4 | 3 | 1 | 76 | 69 | 17 | 23 | 43 | 47 |
| Total Current Liabilities | 14 | 17 | 36 | 31 | 40 | 43 | 50 | 62 | 44 |
| Total Liabilities | 58 | 88 | 115 | 164 | 155 | 109 | 129 | 252 | 498 |
| Fixed Assets | 30 | 42 | 51 | 122 | 108 | 62 | 69 | 126 | 142 |
| Other Non-Current Assets | 6 | 6 | 24 | 4 | 5 | 6 | 8 | 9 | 213 |
| Total Current Assets | 22 | 39 | 39 | 38 | 43 | 41 | 52 | 117 | 142 |
| Total Assets | 58 | 88 | 115 | 164 | 155 | 109 | 129 | 252 | 498 |
| #(Fig in Cr.) | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Opening Cash & Cash Equivalents | 1 | 1 | 4 | 2 | 3 | 2 | 2 | 33 | 18 |
| Cash Flow from Operating Activities | 12 | 9 | 32 | 22 | -2 | 27 | 22 | 27 | 28 |
| Cash Flow from Investing Activities | -23 | -22 | -43 | -98 | -4 | -3 | -8 | -100 | -224 |
| Cash Flow from Financing Activities | 12 | 16 | 9 | 77 | 5 | -24 | -14 | 58 | 192 |
| Net Cash Inflow / Outflow | 1 | 3 | -2 | 1 | -1 | 0 | 1 | -15 | -5 |
| Closing Cash & Cash Equivalent | 1 | 4 | 2 | 3 | 2 | 2 | 2 | 18 | 13 |
| # | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Earnings Per Share (Rs) | 0.58 | 0.5 | 0.54 | -1.04 | -0.74 | 0.18 | 0.47 | 1 | 1.26 |
| CEPS(Rs) | 0.91 | 1.03 | 1.39 | 0.48 | 0.68 | 1.36 | 1.48 | 2.01 | 2.27 |
| DPS(Rs) | 0 | 0.1 | 0.02 | 0 | 0 | 0 | 0 | 0 | 0 |
| Book NAV/Share(Rs) | 1.54 | 3.61 | 4.11 | 3.05 | 2.31 | 2.48 | 2.94 | 6 | 14.78 |
| Core EBITDA Margin(%) | 16.85 | 19.9 | 18.74 | 22.02 | 7.83 | 21.41 | 23.62 | 30.25 | 24.16 |
| EBIT Margin(%) | 12.96 | 11.86 | 8.41 | -13.91 | -11.37 | 9.88 | 12.83 | 20.74 | 19.26 |
| Pre Tax Margin(%) | 10.53 | 9.67 | 8 | -21.08 | -20.5 | 4.08 | 9.14 | 17.83 | 16.65 |
| PAT Margin (%) | 6.83 | 7.8 | 6.6 | -15.71 | -13.72 | 2.59 | 6.27 | 12.59 | 12.93 |
| Cash Profit Margin (%) | 10.73 | 15.98 | 17.11 | 7.16 | 12.63 | 19.45 | 19.9 | 25.29 | 23.22 |
| ROA(%) | 11.2 | 12.93 | 9.96 | -14.08 | -8.72 | 2.59 | 7.41 | 11.22 | 8.84 |
| ROE(%) | 37.76 | 22.15 | 13.87 | -29.17 | -27.66 | 7.58 | 17.26 | 23.32 | 12.85 |
| ROCE(%) | 26.65 | 24.97 | 16.52 | -22.03 | -17.26 | 20.91 | 26.71 | 29.26 | 17.04 |
| Receivable days | 79.12 | 82.27 | 78.88 | 86.57 | 96.78 | 72.24 | 83.49 | 116.1 | 101.76 |
| Inventory Days | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Payable days | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PER(x) | 0 | 12.22 | 9.16 | 0 | 0 | 66.39 | 39.9 | 53.09 | 37.31 |
| Price/Book(x) | 0 | 1.7 | 1.19 | 0.57 | 0.75 | 4.86 | 6.35 | 8.86 | 3.19 |
| Dividend Yield(%) | 0 | 0.72 | 0.18 | 0 | 0 | 0 | 0 | 0 | 0 |
| EV/Net Sales(x) | 0.3 | 0.92 | 0.66 | 0.34 | 0.5 | 1.82 | 2.61 | 6.74 | 4.8 |
| EV/Core EBITDA(x) | 1.8 | 4.61 | 3.47 | 1.45 | 3.31 | 6.8 | 9.87 | 20.17 | 16.25 |
| Net Sales Growth(%) | 0 | 26.25 | 26.22 | -18.19 | -18.68 | 29.61 | 6.51 | 21.04 | 51.01 |
| EBIT Growth(%) | 0 | 15.48 | -10.5 | -235.53 | 33.59 | 212.6 | 38.35 | 95.6 | 40.23 |
| PAT Growth(%) | 0 | 44.18 | 6.71 | -295.04 | 29.08 | 124.5 | 157.47 | 143.26 | 55.07 |
| EPS Growth(%) | 0 | -13.75 | 6.69 | -295.05 | 29.07 | 124.49 | 157.52 | 114.18 | 26.17 |
| Debt/Equity(x) | 1.69 | 0.01 | 0.13 | 0.23 | 0.45 | 0.32 | 0.33 | 0.22 | 0.02 |
| Current Ratio(x) | 1.55 | 2.32 | 1.1 | 1.22 | 1.07 | 0.95 | 1.04 | 1.89 | 3.23 |
| Quick Ratio(x) | 1.55 | 2.32 | 1.1 | 1.22 | 1.07 | 0.95 | 1.04 | 1.89 | 3.23 |
| Interest Cover(x) | 5.32 | 5.43 | 20.53 | -1.94 | -1.25 | 1.7 | 3.48 | 7.12 | 7.37 |
| Total Debt/Mcap(x) | 0 | 0 | 0.11 | 0.41 | 0.6 | 0.07 | 0.05 | 0.02 | 0.01 |
| # | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Promoter | 62.67 | 67.79 | 60.68 | 60.64 | 51.45 | 52.37 | 52.3 | 52.3 | 52.29 | 52.29 |
| FII | 1.13 | 2.02 | 5.13 | 3.19 | 14.29 | 16.14 | 15.91 | 13.55 | 7.02 | 7.02 |
| DII | 1.25 | 0.67 | 0.6 | 0.6 | 3.14 | 0.52 | 2.17 | 2 | 2.84 | 2.84 |
| Public | 34.94 | 29.53 | 33.6 | 35.57 | 31.12 | 30.96 | 29.63 | 32.15 | 37.85 | 37.85 |
| Others | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 | 100 |
| # | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Promoter | 13.25 | 13.25 | 13.25 | 13.25 | 13.25 | 13.75 | 13.75 | 13.75 | 13.75 | 13.75 |
| FII | 0.24 | 0.39 | 1.12 | 0.7 | 3.68 | 4.24 | 4.18 | 3.56 | 1.85 | 1.85 |
| DII | 0.27 | 0.13 | 0.13 | 0.13 | 0.81 | 0.14 | 0.57 | 0.53 | 0.75 | 0.75 |
| Public | 7.39 | 5.77 | 7.34 | 7.77 | 8.01 | 8.13 | 7.79 | 8.45 | 9.95 | 9.95 |
| Others | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 21.14 | 19.54 | 21.83 | 21.85 | 25.75 | 26.25 | 26.29 | 26.29 | 26.29 | 26.29 |
* The pros and cons are machine generated.
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