ALFA Finder| 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
- ₹1,793.80
- Market cap
- ₹1,15,230 Cr
- Revenue (annual)
- ₹8,437 Cr
- Net profit (annual)
- ₹553.0 Cr
- P/E (TTM)
- 134.8×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