One 97 Communications Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
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Paytm management reported growth across payments and financial services for Q4 FY26, with net payment margin above four basis points despite the PIDF subsidy phase-out, and EBITDA of about 500 crores for the year. Management said marketing services revenue had declined last year but expects a recovery contributing to FY27 growth, alongside continued strength in merchant loans and recovering personal loans. Management also discussed AI investment plans, the Paytm Postpaid relaunch, and reiterated commitment to pending regulatory applications including the wallet license.