One Point One Solutions earnings calls.

One Point One Solutions delivered a solid Q3 FY26 with revenue from operations at ₹77.3 crCurrent reported value: ₹77.3 cr. No comparable prior figure is available in the source record., up 9.1% QoQ and 17.7Current reported value: 17.7. No comparable prior figure is available in the source record.% YoY, driven by increased program volume from existing customers. EBITDA came in at ₹22.8 crCurrent reported value: ₹22.8 cr. No comparable prior figure is available in the source record. with a marginal 1 bps compression from Q3 FY25 due to elevated R&D investment in AI stack development. PAT of ₹8.6 cr includes a one-time regulatory charge of ₹1.5 cr; normalized PAT would have been ₹10.1 cr reflecting 19.9% YoY growth. Management is aggressively positioning the company as a GenAI service provider rather than platform vendor, claiming 40% efficiency improvements in certain client deployments. The US geography is expected to outpace others due to dollar earnings, while India and LATAM will grow at 20-25% organically. The ₹2,000 cr revenue target by 2030 appears ambitious given the current ₹217 cr 9Current reported value: 9. No comparable prior figure is available in the source record.-month run rate, requiring aggressive M&A and organic scaling. Key risks include competitive pressure from larger BPM players and potential talent constraints in AI skill development.