Paytm: JPMorgan on Paytm Upgrades to Overweight with Target Price of ₹2,100 from ₹1,300 as UPI MDR could create a ~₹17,000 crore industry revenue pool, with Paytm monetising both TPAP and acquiring-PA legs, driving a 35–54% FY27–29 EBITDA/EPS upgrade and higher target multiple of 46x.

 18 Sep 2026 08:43 AM

Paytm: JPMorgan on Paytm Upgrades to Overweight with Target Price of ₹2,100 from ₹1,300 as UPI MDR could create a ~₹17,000 crore industry revenue pool, with Paytm monetising both TPAP and acquiring-PA legs, driving a 35–54% FY27–29 EBITDA/EPS upgrade and higher target multiple of 46x.

MDR On Certain UPI Merchant Transactions Will Have 18% GST, Says CBIC Official To NDTV Profit.

 17 Sep 2026 11:45 AM

MDR On Certain UPI Merchant Transactions Will Have 18% GST, Says CBIC Official To NDTV Profit.

Paytm : Jefferies on Paytm Raises Target Price to ₹2,150 from the higher-than-expected 40bps MDR on UPI P2M payments above ₹2,000, raising FY28-29E revenue estimates by 10-12% and expanding the industry revenue pool.

 17 Sep 2026 08:53 AM

Paytm : Jefferies on Paytm Raises Target Price to ₹2,150 from the higher-than-expected 40bps MDR on UPI P2M payments above ₹2,000, raising FY28-29E revenue estimates by 10-12% and expanding the industry revenue pool.

UPI To Introduce 0.4% MDR Above ₹2,000, Capped At ₹300 From Oct 15; ₹22,000 Crore Fy28 Revenue Pool Seen - Newspaper ( Paytm )

 16 Sep 2026 09:02 AM

UPI To Introduce 0.4% MDR Above ₹2,000, Capped At ₹300 From Oct 15; ₹22,000 Crore Fy28 Revenue Pool Seen - Newspaper ( Paytm )

India Will Introduce A Fee For Merchant Transactions Using Its Widespread Digital Payments Network To Ensure Financial Sustainability.

 16 Sep 2026 08:02 AM

India Will Introduce A Fee For Merchant Transactions Using Its Widespread Digital Payments Network To Ensure Financial Sustainability.

Paytm: Bernstein on Paytm Outperform, Target Price ₹2,200, as the existing business offers meaningful operating leverage and potential introduction of MDR on UPI could provide significant profitability upside; sees a clear right to win and a long growth runway.

 11 Sep 2026 09:09 AM

Paytm: Bernstein on Paytm Outperform, Target Price ₹2,200, as the existing business offers meaningful operating leverage and potential introduction of MDR on UPI could provide significant profitability upside; sees a clear right to win and a long growth runway.

One 97 Communications: Company Addresses Media Claims About AI Investments; Confirms Continued Work on AI Skills to Boost Revenue; No Hidden Major Events Noted.

 09 Sep 2026 12:40 PM

One 97 Communications: Company Addresses Media Claims About AI Investments; Confirms Continued Work on AI Skills to Boost Revenue; No Hidden Major Events Noted.

One 97 Communications: Proposed Block Trade To Sell Up To 4.98% Stake By Resilient Asset Management

 17 Aug 2026 08:23 PM

One 97 Communications: Proposed Block Trade To Sell Up To 4.98% Stake By Resilient Asset Management

Paytm: Co CEO Vijay Shekhar Sharma, CFO Get Sebi Notice Over Timing Of 2023 Loan Disclosure || The Regulator Has Sought Responses From CEO Vijay Shekhar Sharma, CFO Madhur Deora And Other Key Personnel Over When Paytm Disclosed Its Decision To Curb Small Personal Loans. -MC

 13 Aug 2026 09:50 AM

Paytm: Co CEO Vijay Shekhar Sharma, CFO Get Sebi Notice Over Timing Of 2023 Loan Disclosure || The Regulator Has Sought Responses From CEO Vijay Shekhar Sharma, CFO Madhur Deora And Other Key Personnel Over When Paytm Disclosed Its Decision To Curb Small Personal Loans. -MC

Paytm: New Feature Allows Friends to Split Bills and Manage Shared Costs This Friendship Day

 29 Jul 2026 10:28 AM

Paytm: New Feature Allows Friends to Split Bills and Manage Shared Costs This Friendship Day

Paytm: SAIF Partners Plans To Sell 5-8% Stake In Paytm At A Discount. - NDTV Profit

 24 Jul 2026 01:47 PM

Paytm: SAIF Partners Plans To Sell 5-8% Stake In Paytm At A Discount. - NDTV Profit

Paytm: Revenue Growth Expected To Persist In Almost All Areas, Including Payments To Merchants And Financial Services. Company Aims To Avoid Large M&A, Focusing On Building Cash And Organic Opportunities With Good Returns.

 22 Jul 2026 08:51 AM

Paytm: Revenue Growth Expected To Persist In Almost All Areas, Including Payments To Merchants And Financial Services. Company Aims To Avoid Large M&A, Focusing On Building Cash And Organic Opportunities With Good Returns.

Paytm: Company Optimistic About Reaching 15% To 20% EBITDA Margins In The Next 2-3 Years, Possibly Sooner, Fueled By Faster Revenue Growth And Slower Increase In Indirect Expenses.

 22 Jul 2026 08:45 AM

Paytm: Company Optimistic About Reaching 15% To 20% EBITDA Margins In The Next 2-3 Years, Possibly Sooner, Fueled By Faster Revenue Growth And Slower Increase In Indirect Expenses.

Paytm: Future Margins Expected To Be Much Higher Than Current 15%-20% Target, Growth Investments Ongoing. Profitability Set To Improve In Coming Quarters From Current 8% Margin, With AI Driving Operational Efficiency.

 22 Jul 2026 08:52 AM

Paytm: Future Margins Expected To Be Much Higher Than Current 15%-20% Target, Growth Investments Ongoing. Profitability Set To Improve In Coming Quarters From Current 8% Margin, With AI Driving Operational Efficiency.

Paytm: Goldman Sachs on Paytm Maintains Buy with Target Price of ₹1,500 as Q1FY27 posted accelerated revenue growth and a 20% EBITDA beat, driven by offline and online payment market share gains, strong merchant loan distribution, growing postpaid traction, and expectations of 27% FY27 revenue growth with EBITDA more than doubling YoY.

 21 Jul 2026 08:46 AM

Paytm: Goldman Sachs on Paytm Maintains Buy with Target Price of ₹1,500 as Q1FY27 posted accelerated revenue growth and a 20% EBITDA beat, driven by offline and online payment market share gains, strong merchant loan distribution, growing postpaid traction, and expectations of 27% FY27 revenue growth with EBITDA more than doubling YoY.

Paytm: Citi on Paytm Maintains Buy and raises Target Price to ₹1,560 as Q1FY27 EBITDA beat estimates on 28% YoY revenue growth, higher merchant loan distribution, lower indirect costs, strong contribution margins, raised earnings estimates, and potential UPI MDR could drive 8–10% upside to FY28 EBITDA.

 21 Jul 2026 08:50 AM

Paytm: Citi on Paytm Maintains Buy and raises Target Price to ₹1,560 as Q1FY27 EBITDA beat estimates on 28% YoY revenue growth, higher merchant loan distribution, lower indirect costs, strong contribution margins, raised earnings estimates, and potential UPI MDR could drive 8–10% upside to FY28 EBITDA.

Paytm: CLSA on Paytm Maintains Underperform with Target Price of ₹1,050 as Q1FY27 EBITDA slightly beat estimates on strong GMV and financial services growth with improved cost control, but lower payment take rates, trimmed FY27–29 EBITDA estimates due to higher opex, and sees no further upside despite potential UPI MDR.

 21 Jul 2026 08:50 AM

Paytm: CLSA on Paytm Maintains Underperform with Target Price of ₹1,050 as Q1FY27 EBITDA slightly beat estimates on strong GMV and financial services growth with improved cost control, but lower payment take rates, trimmed FY27–29 EBITDA estimates due to higher opex, and sees no further upside despite potential UPI MDR.

ONE 97 COMMUNICATIONS: Q1 CONS NET PROFIT 2.2B RUPEES VS 1.22B (YOY)

 20 Jul 2026 10:12 PM

ONE 97 COMMUNICATIONS: Q1 CONS NET PROFIT 2.2B RUPEES VS 1.22B (YOY)

ONE 97 COMMUNICATIONS: Q1 REVENUE 24.48B RUPEES VS 19.2B (YOY)

 20 Jul 2026 10:12 PM

ONE 97 COMMUNICATIONS: Q1 REVENUE 24.48B RUPEES VS 19.2B (YOY)

ONE 97 COMMUNICATIONS: Q1 EBITDA 2B RUPEES VS 715M (YOY) || Q1 EBITDA MARGIN 8.29% VS 3.73% (YOY)

 20 Jul 2026 10:12 PM

ONE 97 COMMUNICATIONS: Q1 EBITDA 2B RUPEES VS 715M (YOY) || Q1 EBITDA MARGIN 8.29% VS 3.73% (YOY)