• The document is a transcript submission of the Q2 FY 2026-27 Earnings Conference Call held on 5 November 2026 at 5:00 PM IST, concluding at 5:55 PM IST.
  • The stated purpose was to discuss the un-audited Standalone and Consolidated Financial Results for the quarter ended 30 September 2026.
  • The transcript was submitted to the exchanges on 10 November 2026 in compliance with SEBI Listing Regulations (Regulation 30).
  • Management participants included Mr. Akash Karnik (Whole-Time Director & Chief Executive Officer), Mr. Rajiv Desai (Co-Founder–ResolX), and Mr. Sunil Kumar Jha (Chief Financial Officer). Mr. Shashank Ganesh from EY moderated.
  • The transcript is available on the company website at www.1point1.com.
  • The call contained forward-looking statements and involved known and unknown risks.

Financial & Business Highlights Disclosed in the Transcript

Q2 FY27 Financial Performance:

  • Revenue from operations: INR 174.96 crore (146.9% YoY growth, 10.5% QoQ growth)
  • EBITDA: INR 45.32 crore (108.6% YoY growth, 15.1% QoQ growth)
  • EBITDA Margin: 25.9% (~100 bps sequential improvement)
  • Profit After Tax (PAT): INR 18.41 crore (56% YoY growth, 12.9% QoQ growth)

H1 FY27 Financial Performance:

  • Revenue from operations: INR 333.28 crore (138% YoY growth)
  • EBITDA: INR 84.69 crore (100% YoY growth)
  • EBITDA Margin: 25.4%
  • PAT: INR 34.72 crore (80% YoY growth)

Key Business Wins & Contracts:

  • Secured a three-year enterprise mandate with one of the world's largest security depositories.
  • Netcom secured a $10.8 million, four-year contract with Costa Rica's National Training Institute (~$2.7 million annual revenue).
  • Won a INR 39.32 crore Customer Experience Center of Excellence mandate from a leading Indian power utility company.
  • Secured a three-year customer experience mandate with VRL Logistics.
  • Won a renewal in Costa Rica and a new e-commerce platform deal in the Columbia market.

ResolX AI Platform Update:

  • Progressed to 14 deployments across 7 enterprise clients (insurance, aviation, banking, automotive, digital assets).
  • Live agentic bots on the Omvia platform more than tripled in the last three months.
  • Deployment with India's largest private sector life insurance company supports seven Indian languages.
  • Frequensee deployment in insurance showed 4x voice audit coverage, 50% faster agent feedback, ~24% lower average handling time, and a 79-point improvement in customer satisfaction.
  • Launched two new enablers: RightFIT (AI-powered hiring) and NETS (AI-powered voice coaching).
  • Pricing model: One-time integration/deployment fee + consumption-based charging for resolutions provided (no platform/license fee).

Clariva AI Tool:

  • AI-powered summarization tool for healthcare and insurance industries in North America.
  • Processing over 100,000 records per month with less than three days output and 99.7% accuracy.

Capital Expenditure & Subsidiary:

  • Capital Work-in-Progress (CWIP) stands at ~INR 80 crore related to ongoing AI platform development.
  • Expenditure is expected to continue before capitalization upon revenue generation.
  • Increased stake in a subsidiary by converting INR 25 crore (INR 21cr receivables + INR 4cr advance) into equity, raising the parent's stake by 2.75%.

Guidance & Outlook:

  • Management expects to maintain the current revenue momentum in H2 FY27.
  • Stated a strategic organic growth target of 15-20% YoY.
  • Confirmed being on track for its long-term FY30 revenue ambition.
  • Actively evaluating acquisitions, though no specific timeline was provided.
  • Focus geography remains North America.

Additional Notes

  • The document is an edited transcript of the earnings conference call submitted as a regulatory filing.
  • The company disclosed specific financial figures and operational metrics within the transcript.
  • The management concluded the call with Diwali greetings.