360 One Wam (360ONE) | News Based Sentiment Analysis

• On September 2025, 360 ONE reported a robust 30% year-over-year increase in total Annual Recurring Revenue (ARR) and a rise in Assets Under Management (AUM), fueled by the acquisition of B&K Securities and strategic partnerships like the one with UBS announced on August 26, 2025. However, the company faced challenges with talent retention, leading to approximately ₹3,500-₹4,000 Crores in net outflows as teams departed. This highlights a potential risk to sustained growth despite positive revenue trends.
• For the quarter ended June 30, 2025 (Q1 FY26), 360 ONE’s consolidated total income reached ₹980.04 Crore, a 6.33% increase from the previous quarter. Net profit after tax soared to ₹284.67 Crore, representing a remarkable 319.7% year-over-year growth in net profit for June 2025. This strong performance exceeded the company’s three-year Compound Annual Growth Rate (CAGR) of 20.81%.
• CEO Karan Bhagat’s total compensation for FY25 increased by 27% to ₹147 million, as reported on August 30, 2025, aligning with median levels for Indian Capital Markets CEOs. Over the past three years, the company’s earnings per share (EPS) grew by 14%, and revenue increased by 13% last year, suggesting a correlation between leadership compensation and company performance.
• Analysts continue to favor 360 ONE, with 90.91% maintaining a 'Buy' rating as of September 5, 2025, and price targets ranging from ₹850 (Motilal Oswal) to ₹1173 (ICICI Securities). This positive sentiment suggests confidence in the company’s future prospects, despite recent investor activity.
• On September 5, 2025, 360 ONE’s share price closed at ₹1,037.60, up 0.46% from the previous close. A “Buy Signal” was generated due to a 5-day moving average crossover, historically leading to a 3.65% price gain within seven days. Foreign Institutional Investor (FII) holdings increased by 1.32% to 68.54% as of June 30, 2025, while Domestic Institutional Investor (DII) holdings decreased slightly.
• The 360 ONE Quant Fund, with ₹767 Crores in AUM as of July 31, 2025, has delivered a Compound Annual Growth Rate (CAGR) of 19.33% since its inception in November 2021. A monthly SIP of ₹10,000 started at inception would have grown to ₹6.6 lakhs by August 28, 2025, yielding an XIRR of over 20%, demonstrating strong fund performance.

The Investment Story: September was a month of strong financial performance for 360 ONE, marked by significant revenue and profit growth, positive analyst ratings, and increasing institutional investor interest, though talent retention remains a key challenge.

What It Means for Investors: The robust financial results and positive market sentiment suggest a favorable outlook for 360 ONE. However, investors should monitor the talent retention issue and its potential impact on AUM and future performance. The company's strong fund performance also adds to its appeal.

Looking Ahead: Investors should continue to monitor the company’s performance and watch for updates from the Motilal Oswal 21st Annual Global Investor Conference on September 2, 2025, and the Annual General Meeting on September 5, 2025. The yield compression of 2-3 basis points anticipated by the company should also be tracked.

The Bottom Line: 360 ONE appears to be a well-positioned wealth management firm with strong growth momentum and a positive outlook, despite the challenge of talent retention. The company’s strong financial performance and positive analyst ratings make it a compelling investment opportunity, but careful monitoring of key risks is warranted.