| Revenue growth | FY26 +22% YoY; Q4 FY26 comparable +26% YoY. |
|---|---|
| Margins | Payment processing margin expanded to >4 bps; 6% EBITDA margin. |
| Demand visibility | Strong; Consumer UPI GTV growth at 2.2x industry levels. |
| Management confidence | High; citing 'disciplined compounding' and first full year of profit. |
Growth
FY26 Revenue up 22% YoY to ₹8,437 Cr. Q4 FY26 comparable revenue grew 26% YoY. PAT saw a ₹1,215 Cr YoY improvement.
Outlook
FY27 revenue growth expected to accelerate beyond 22% with further EBITDA margin expansion driven by merchant loans and AI efficiency.
Risks
Discontinuation of PIDF scheme and pending finalization of FY26 UPI incentives; lower interest income due to repo rate cuts.
Earnings Call filed with BSE, NSE: PAYTM. Summary written with AI assistance from the document.
One97 Communications Ltd: key numbers
- Share price
- ₹1,674.00
- Market cap
- ₹1,07,405 Cr
- Revenue (annual)
- ₹8,437 Cr
- Net profit (annual)
- ₹553.0 Cr
- P/E (TTM)
- 165.2×Sector 22.1×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 48.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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One97 Communications Earnings Call Transcript: Key Takeaways
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