One97 Communications Investor Presentation: Key Takeaways
Q2 FY27: revenue growth 28% for second straight quarter. MDR on UPI adds ~2.5 bps upside, about 700 cr at current GMV. Consumer market share now a primary KPI.
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71 announcements
Q2 FY27: revenue growth 28% for second straight quarter. MDR on UPI adds ~2.5 bps upside, about 700 cr at current GMV. Consumer market share now a primary KPI.
Paytm reports 28% growth for a second straight quarter, 30s ex-PIDF. UPI MDR upside (~2.5 bps) awaits NPCI implementation. DLG accounting drag and unproven consumer share are the watch items.
One 97 Communications Limited notified the exchanges that its board meeting held today concluded at 10:15 p.m. IST. The filing is a closure update to an earlier board meeting intimation.
One 97 filed Axis Bank's monitoring agency report for the quarter ended September 30, 2026. It shows no deviation from the IPO objects, a routine compliance disclosure.
Paytm Cloud Technologies will invest Rs 500 Crore in its wholly owned step-down subsidiary, Paytm Singapore. The cash infusion funds working capital and expansion.
One 97 Communications (Paytm) disclosed a Rs 500 Crore cash acquisition of Paytm Cloud Technologies Ltd, an unlisted related-party entity. The board outcome dated 26 October 2026 says the funds will support PCTL's working capital and expansion.
Paytm's Q2 FY27 revenue rose 28% YoY to ₹2,648 Cr and EBITDA rose 90% to ₹270 Cr. The earnings release highlights results and AI-driven business momentum.
One97 Communications Ltd reported revenue from operations of ₹2,648 Cr (+28.5% YoY) and net profit of ₹225 Cr (+971.4% YoY) for Q2 FY27.
One 97 Communications granted 1,93,072 ESOP options at ₹9 exercise price and allotted 2,69,796 shares on exercise. Equity capital rises modestly, a routine employee incentive event.
One 97 Communications Limited has scheduled a board meeting on October 26, 2026, to approve its financial results for the quarter ended September 30, 2026.
Paytm's subsidiary, First Games, received a GST demand order for ₹703.66 Crore. The company stated this order will have no incremental financial impact on its results.
Paytm announced that the NPCI has deferred the implementation of MDR on select UPI P2M transactions until after the Diwali festival.
Paytm discloses that NPCI will defer MDR on select UPI P2M transactions to post-Diwali. Implementation date to be notified separately, easing near-term cost pressure.
One 97 Communications has allotted equity shares to employees under its ESOP scheme 2019. This allotment increases the paid-up share capital of the company.
One 97 Communications allotted 4,99,877 equity shares to employees upon exercise of stock options under its 2019 scheme. The allotment increases the company's paid-up capital.
One 97 Communications completed the conversion of convertible instruments in its subsidiary, Little Internet Private Limited, totaling ₹14.76 Crore.
One 97 Communications increased its shareholding in subsidiary LIPL and invested ₹100 Crore in its wholly-owned subsidiary Paytm Money via a rights issue.
Paytm announced that the NPCI introduced an MDR of up to 0.4% on UPI Person-to-Merchant transactions exceeding ₹2,000, which will generate additional revenue for the company.
One 97 Communications Limited held its 26th Annual General Meeting on September 15, 2026. The meeting discussed financial adoption, director appointments, and ESOP scheme amendments.
One 97 Communications clarified a Bloomberg India media report on workplace AI agents. The company stated the content was already disclosed in its Q1 FY27 earnings release and transcript.
One 97 Communications Limited allotted 4,74,714 equity shares to employees following the exercise of vested stock options under its ESOP 2019 scheme.
One 97 Communications Limited dispatched letters to shareholders with unregistered email addresses, providing access links to the Notice of 26th AGM and Annual Report for FY 2025-26.
Paytm filed its Business Responsibility and Sustainability Report for FY 2025-26, detailing ESG performance and independent assurance as required under SEBI regulations.
One 97 Communications Ltd announced that its 26th Annual General Meeting (AGM) will be held on September 15, 2026, through video conferencing.
Resilient Asset Management B.V. proposes a block trade to sell up to 4.98% stake in One 97 Communications Limited, with economic value retained by Antfin.
Paytm disclosed receiving a SEBI Show Cause Notice regarding the disclosure timing of a December 2023 corporate announcement. Management is evaluating the notice and will respond.
SAIF III Mauritius Company Limited and PACs sold 2.35 crore shares of One97 Communications, reducing their collective stake from 14.40% to 10.73%.
One 97 Communications allotted 4,48,629 equity shares under its 2019 Employee Stock Option Scheme upon exercise of vested options by eligible employees.
Paytm has launched a new 'Split Bills' feature. This service allows users to track, split, and settle shared expenses via Paytm UPI.
Paytm reports solid Q1 FY26 growth with GMV hitting 7.1 Lakh Cr and MTU reaching 8.0 Cr. Strong merchant subscription momentum continues with 1.57 Cr active subscriptions.