Update shared on 10 Nov 2025
Fair value Increased 11%Analysts have raised their price target for One97 Communications from ₹1,177.29 to ₹1,302.59. They cite improvements in projected profit margin and a slightly lower discount rate as key factors supporting a more favorable valuation.
What's in the News
- Paytm announced the launch of Paytm AI Soundbox, India's first AI business device for small and medium businesses. The device features an AI assistant that interacts in 11 local languages and provides real time business insights. It supports dynamic QR, tap, and insert card transactions and offers dual displays for easy updates and payments. (Product-Related Announcements)
- One97 Communications Limited introduced "Gold Coins," a feature where every payment earns Gold Coins that can be converted into Digital Gold, turning transactions into opportunities for long-term savings, especially during the festive season. Additional features like reminders for recurring expenses and consolidated balance views were also rolled out. (Product-Related Announcements)
- Paytm has launched Paytm Postpaid as a Credit Line on UPI in partnership with Suryodaya Small Finance Bank. This offering provides up to 30 days of short-term credit and universal acceptance for both online and offline payments. (Product-Related Announcements)
- A board meeting is scheduled for November 4, 2025, to consider and approve financial results for the quarter and half year ended September 30, 2025. The appointment of Ms. Manisha Raj Raisinghani as a Non-Executive Independent Director will also be considered. (Board Meeting)
- A Special/Extraordinary Shareholders Meeting will be held on November 23, 2025, via postal ballot in India. (Special/Extraordinary Shareholders Meeting)
Valuation Changes
- Consensus Analyst Price Target has increased from ₹1,177.29 to ₹1,302.59.
- The Discount Rate has declined modestly from 13.70% to 13.38%.
- The Revenue Growth forecast has decreased slightly from 22.18% to 22.13%.
- The Net Profit Margin projection has improved from 20.02% to 22.26%.
- The future P/E ratio expectation has fallen from 41.64x to 38.58x.
Disclaimer
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