360 ONE Eyes ₹2,100 Cr PAT via Annuity, Global Push

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AuthorRiya Kapoor|Published at:
360 ONE Eyes ₹2,100 Cr PAT via Annuity, Global Push
Overview

360 ONE ek robust recurring revenue model pe focus kar raha hai, jismein Q3 FY26 revenue ka 69% annuity se aa raha hai. Ye strategy FY28 tak ₹1,800-2,100 crore PAT ke ambitious growth targets ko support kar rahi hai, 22-24% annual AUM expansion ke saath. Key initiatives mein UBS ke saath global reach ke liye strategic alliance aur B&K Securities ka acquisition shamil hai.

360 ONE India ke wealth management sector mein badhotari ka fayda utha raha hai, recurring revenue streams par focus karke. Yeh strategy, jismein Q3 FY26 mein ₹601 crore ki annuity income shamil hai (jo 43% YoY badhi hai), company ko stable cash flows deti hai. Wealth Management (WM) vertical ₹6.1 lakh crore AUM manage karta hai aur 8,500+ HNIs ko serve karta hai.

Asset Management division ₹98,949 crore manage karta hai, jismein alternative investments ka bada hissa hai. Is segment mein revenue 39% YoY badhi hai, jismein recurring revenue 77.6% hai.

Global expansion ke liye, 360 ONE ne November 2025 mein UBS AG ke saath ek alliance finalize kiya hai, jisse cross-border referrals milne ki ummeed hai. Domestic capital markets ko mazboot karne ke liye, B&K Securities ko acquire karke 360 ONE Capital banaya gaya hai. Company ko agle 12 mahine mein high-net-worth equity brokerage mein 25-30% ki badhotari ki ummeed hai.

360 ONE ne FY28 tak ₹1,800-2,100 crore PAT ka target rakha hai, jo FY25 ke estimated ₹1,015 crore se kaafi zyada hai. Ye growth 22-24% annual AUM aur PAT growth se driven hogi. Company Cost-to-Income ratio (CIR) ko 48.3% se ghatakar 45-46% karne ka plan bana rahi hai. HNI business aur ET Money platform jald hi break-even ho jayenge.

As of January 28, 2026, company ka market capitalization lagbhag ₹35,000 Crore hai, stock lagbhag 38 times trailing earnings par trade kar raha hai. Projected FY28 PAT ke hisab se, forward P/E multiple around 21.5 times hai. Company ka Return on Equity (ROE) bhi badhane ka target hai.

Apne strong annuity model aur strategic moves ke saath, 360 ONE Indian wealth management space mein competitive position maintain kar raha hai.

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