| Revenue growth | GMV grew 27% YoY; acceleration expected in FY27. |
|---|---|
| Margins | EBITDA margin at 6%; targeting 15-20% medium-term. |
| Demand visibility | Strong tailwinds in merchant and personal loan recovery. |
| Management confidence | High confidence in business model and operating leverage. |
Growth
Revenue growth acceleration targeted for FY27; GMV up 27% YoY with payment processing margins above 4bps.
Outlook
Targets 15-20% EBITDA margin in 2.5-3 years; AI-led investment focus; no material capex planned for data centers.
Risks
Subscription revenue impacted by PIDF sunset; regulatory environment for wallet and NBFC licenses remains cautious.
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.
More from One97 Communications Ltd
All →One97 Communications Merger & Restructuring Worth ₹14.76 Cr
One 97 Communications completed the conversion of convertible instruments in its subsidiary, Little Internet Private Limited, totaling ₹14.76 Crore.
- Value
- ₹14.76 Cr
One97 Communications Acquisition Worth ₹100 Cr
One 97 Communications increased its shareholding in subsidiary LIPL and invested ₹100 Crore in its wholly-owned subsidiary Paytm Money via a rights issue.
- Value
- ₹100.0 Cr
One97 Communications Business Update
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.
One97 Communications Annual General Meeting
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.
One97 Communications Price Movement Clarification
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.
One97 Communications Earnings Call Transcript: Key Takeaways
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.