Synopsis:
Shares fell after a significant stakeholder might need offloaded a 5.84% stake through a block deal. Nonetheless, the agency posted sturdy income progress, a turnaround to revenue, and improved margins, with administration assured about long-term progress potential and working leverage.
The shares of the distinguished digital resolution supplier plummeted as much as 3 % from its intraday excessive after Antfin, owned by the Alibaba Group, has seemingly offered 5.84 % fairness share within the firm.
With a market capitalization of Rs 67,633.19 crore, the shares of One 97 Communications Ltd had been buying and selling at Rs 1,059.60 per share, lowering round 1.73 % as in comparison with the earlier closing worth of Rs 1,078.30 apiece.
The shares of One 97 Communications Ltd have seen bearish motion after Antfin, owned by the Alibaba Group, has seemingly offered a 5.84 % fairness stake in Paytm through block offers, quoting sources. The block dimension could also be round Rs 3,803 crore. The ground worth for the block deal was set at ₹1,020 per share. As of June 2025, Antfin (Netherlands) Holding BV holds 3,72,87,726 fairness shares, which is equal to a 5.84% stake in Paytm.
The corporate delivered a robust turnaround in Q1FY26, with income rising 28% to ₹1,918 crore from ₹1,502 crore a 12 months earlier. Notably, it swung from a web lack of ₹840 crore in Q1FY25 to a revenue of ₹122 crore, showcasing improved operational effectivity and monetary restoration.
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GMV progress is fueled by UPI growth and a widening service provider base, with administration projecting 4-5x progress potential forward. Whereas non-UPI GMV share is shrinking, RuPay bank cards on UPI and EMI companies are driving significant income. Rising bank card acceptance and elevated POS system market share additional strengthen the corporate’s funds ecosystem.
The corporate reported a robust 60% contribution margin, up from 50% final 12 months, with steering within the excessive 50s. EBITDA margin stands at 4% in Q1, however administration targets 15–20% within the subsequent 2–3 years, anticipating vital upside from working leverage regardless of ESOP prices now being totally included.
The corporate faces cyclical headwinds in shopper credit score and seasonal volatility in monetary companies resulting from regulatory components. Regardless of this, administration stays assured in profitability, leveraging product innovation and a full-stack method. Conservative accounting and proactive system substitute insurance policies are being applied to strengthen capital effectivity and maintain long-term progress momentum.
One 97 Communications Restricted owns and operates the model Paytm. Paytm is a fee app providing customers and retailers complete fee companies. Its segments embrace Fee, Commerce, Cloud, and others.
The Firm is within the enterprise of offering fee and monetary companies, which primarily embrace fee facilitator companies, facilitation of shopper and service provider lending to customers and retailers, and wealth administration.
Written by Abhishek Singh
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