ALFA Finder| 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
- ₹1,790.90
- Market cap
- ₹1,15,043 Cr
- Revenue (annual)
- ₹8,437 Cr
- Net profit (annual)
- ₹553.0 Cr
- P/E (TTM)
- 134.6×Sector 23.6×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 43.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from One97 Communications Ltd
All →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.
One97 Communications Earnings Call Transcript: Key Takeaways
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.
One97 Communications Board Meeting Date
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.
One97 Communications Other Announcement
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.
One97 Communications Capital Structure Change
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.
- Value
- ₹500.0 Cr
- Execution
- Within next 12 months
One97 Communications Acquisition Worth ₹500 Cr
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.
- Value
- ₹500.0 Cr
- Execution
- Within next 12 months