Update shared on 27 Oct 2025
Fair value Increased 2.83%Analysts have raised their price target for One97 Communications from ₹1,145 to ₹1,177, citing slight improvements in projected revenue growth as well as anticipated profitability metrics.
What's in the News
- Paytm announced the launch of Paytm AI Soundbox, the country's first AI business device for small and medium businesses. The device supports operations in 11 local languages and offers AI-driven insights for merchants. (Global Fintech Festival launch)
- One97 Communications introduced Gold Coins, an initiative that rewards every payment with Gold Coins redeemable into Digital Gold. The initiative aims to encourage long-term savings through everyday transactions.
- Paytm launched Paytm Postpaid as Credit Line on UPI, providing up to 30 days of short-term credit in partnership with Suryodaya Small Finance Bank. The credit line is being rolled out gradually to selected users.
- Antfin (Netherlands) Holding B.V., an affiliate of Ant Group, is set to sell its entire 5.84% stake in One97 Communications via block deal. More than 37.2 million shares are on offer at an estimated deal size of INR 38,000 million.
- Board and shareholder meetings are scheduled in the coming months to discuss financial results, potential acquisitions, and additional investments in subsidiaries.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹1,145 to ₹1,177.
- Discount Rate increased marginally from 13.66% to 13.70%.
- Revenue Growth projections have edged up from 21.99% to 22.18%.
- Net Profit Margin expectation declined very slightly from 20.12% to 20.02%.
- Future P/E ratio has moved up from 40.46x to 41.64x.
Disclaimer
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