Paytm

RBI action on Paytm Payments Bank: What it means for One97's strategy

RBI's revocation of Paytm Payments Bank licence raises questions on governance lapses and what it means for One97 Communications' ambition to build a full-stack financial services platform

Axis Bank, Paytm: Bearish gap on charts to weigh on sentiment, says analyst

Axis Bank and Paytm opened with a negative gap, dipping up to 8% in Monday's trading session. Angel One's technical analyst warns that this bearish gap may weigh on sentiment at these 2 counters.

Jefferies maintains 'Buy' on Paytm; sees growth intact despite PPBL curbs

Global brokerage firm Jefferies has reiterated its "Buy" rating on Paytm (One 97 Communications Ltd), stating that the company's growth engine and profitability will remain intact despite regulatory action on its associate entity Paytm Payments Bank Ltd (PPBL). The company has maintained its price target of Rs 1,350, implying an 18 per cent upside. In its latest report, Jefferies stated that Paytm had already undertaken comprehensive structural changes over the past two years, following the regulator's 2024 restrictions on PPBL. These include shutting down the wallet business tied to the bank, migrating UPI handles to other partner banks, terminating inter-company agreements, and writing off its investment in the banking entity. Post the central bank's action, PPBL's board was reset, with a new chief executive being brought in, the brokerage firm noted. With these structural changes already complete, the brokerage said the licence cancellation itself has a low incremental impact on

Paytm's wallet sees a shake-up as RBI cancels payments bank licence

Company claims no material impact despite cancellation of payments bank's licence

Paytm becomes majority Indian-owned as domestic stake rises to 50.3%

One 97 Communications Ltd, which operates the Paytm brand, has become a majority Indian-owned and controlled company after domestic investors increased their stake to 50.3 per cent as of March-end 2026. The shift marks a structural change in ownership for the fintech firm, with domestic shareholding rising steadily in recent quarters, reflecting growing investor confidence. Domestic institutional investors raised their stake to a record 23.1 per cent in the March quarter, up 2.8 percentage points sequentially and 9.1 percentage points from a year earlier, according to regulatory filings. Mutual funds led the increase, with their holdings climbing to 16.6 per cent from 14.3 per cent in the previous quarter, while the number of funds investing in the company rose to 41 from 36, with entities, such as Motilal Oswal Mutual Fund, Mirae Asset and Bandhan Mutual Fund, continuing to expand their shareholding. Insurance companies also added to their positions, taking their combined stake to

Mid, smallcap indices bleed; Firstcry, Voltas, SAIL, Paytm crash up to 8%

Shares of midcap and smallcap companies came under pressure on Monday as Rising tensions between the US-Israel and Iran have raised concerns about potential disruptions to global oil supply

Paytm ahead on monetisation, diversified business model gives it edge: BofA

Noida-based payments major Paytm has pulled ahead in its monetisation journey compared to peers, driven by a more diversified mix across high-monetisation categories such as merchant lending and financial services helping it improve profitability, positioning it strongly within India's evolving fintech landscape, according to a BofA Global Research report. BofA says Paytm continues to extend leadership in medium to high-monetisation segments such as merchant payments and lending, placing it ahead of rivals with a diversified revenue mix. The report notes that while consumer payments remain a low monetisation, merchant payments and lending and financial services distribution continue to be medium to high monetisation segments for payment platforms. In this context, Paytm's revenue mix stands out, with a significantly lower dependence on consumer payments and a higher contribution from merchant payments and financial services distribution. This diversified mix has enabled stronger ..

RBI gives compliance breather for small-merchant UPI transactions

The clarification follows industry representations seeking clarity on whether PA norms apply to P2PM transactions, which typically involve small merchants and low ticket sizes

Paytm vs PhonePe: Bernstein compares scale, monetisation, profitability

Bernstein estimates PhonePe processes 4.7x Paytm's total payment value (TPV) in H126, supported by a 3x larger monthly active consumer base

Paytm leads monetisation as merchant payments boost profits: Bernstein

India's digital payments ecosystem is moving beyond a scale-led narrative, with merchant payments emerging as the core driver of revenues and accounting for nearly three-fourths of the industry's net revenue pool, according to Bernstein's latest sector primer. The brokerage estimates the current payments revenue pool at roughly Rs 25,000 crore in gross revenues, or about Rs 15,000 crore in net revenues. This is projected to expand to nearly Rs 65,000 crore in gross revenues and approximately Rs 38,500 crore in net revenues by FY30 as digital adoption deepens and monetisation improves across payment layers. Merchant ownership allows platforms to monetise across multiple layers payment processing fees, online gateway charges, device rentals, credit card acceptance and credit distribution. Models with stronger merchant ecosystems therefore generate structurally higher yields. Within this merchant-led framework, Bernstein identified Paytm as a monetisation leader. The brokerage estimate

Will PhonePe's IPO trigger re-rating for Paytm? Macquarie explains

According to Macquarie, PhonePe's proposed listing will be watched closely for its potential read-through on Paytm's (One 97 Communications) valuation and near-term re-rating

Paytm receives RBI compounding order, company to pay Rs 18.76 lakh

RBI has imposed a compounding fee of Rs 18.76 lakh on Paytm for FEMA violations linked to certain investments in its subsidiaries, the company said

Stocks to Watch today: RIL, Policybazaar, Hyundai Motor, Paytm, Tata Power

Stocks to Watch today, Feb 3: Stocks from sectors influenced by Trump's tariff measures, including pharma, IT, textiles, jewellery, chemicals, and auto, are set to remain in focus on Tuesday

Why did One 97 Communications, operator of Paytm jump 10% post Budget?

According to the Budget document, the allocation to be disbursed among banks and fintechs in FY26 has been revised to ₹2,196 crore

Stocks to Watch today, Feb 1: Defence, Infra, Meesho, Ola, Sun Pharma

Stocks to Watch today, February 1, 2026: From Glenmark Pharma to Ola Electric, here are few shares that will remain in focus

Paytm wants to tackle UPI concentration risk via organic tech plans

Paytm CEO Vijay Shekhar Sharma says company aims to reduce concentration risk in UPI through technology-led growth as its market share by volume and value rises

Paytm shares slip 5% after posting Q3 results; here's what analysts suggest

In Q3, Paytm posted a consolidated net profit of ₹225 crore, as compared to a loss of ₹208 crore in Q3FY25

Paytm Q3 net profit at ₹225 cr, revenue from ops grows to ₹2,194 cr

The Noida-based company recorded a net profit of Rs 21 crore in Q2FY26

Paytm Q3 preview: Revenue may rise 6% QoQ; opex control to aid profit

Paytm Q3 results preview: Brokerages tracked by Business Standard estimate Paytm's net profit to average ₹209.5 crore, compared with a net loss of ₹2,076 crore a year ago

Payments major revenue contributor for PhonePe, Paytm diversified

Despite similar toplines, Paytm and PhonePe differ sharply in revenue mix, with PhonePe heavily reliant on payments while Paytm draws more from financial services