| Revenue growth | GMV up 31% YoY; merchant subscriptions up by 27 Lakh. |
|---|---|
| Demand visibility | Strong transaction volume growth with 8.0 Cr monthly active users. |
| Management confidence | Balanced; highlighting steady operational growth across key metrics. |
Growth
GMV grew 31% YoY; merchant subscriptions added 27 Lakh in the past year. MTU increased by 60 Lakh YoY.
Outlook
Key focus on scaling financial services customers, currently at 7.6 Lakh with 2 Lakh added YoY.
Risks
Sustainability of merchant subscription growth and conversion of customers to financial services remain key monitoring points.
Last quarter's promises, checked
Delivered
- Guided 30-40% PIDF offset → delivered offset achieved (= BEAT)
- Guided net payment margin >4 bps → delivered 9 bps (= BEAT)
Partly delivered
- Guided 15-20% EBITDA margin medium-term → delivered 6% (= PARTIAL)
Earnings Call Transcript 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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