Emkay Global highlighted key takeaways from its recent analyst meeting on Paytm:
- The company is expected to regain 100 million Monthly Transacting Users (MTU) within the next 12-18 months.
- Positive results have been observed following the approval by NPCI.
- Q3FY25 GMV growth is expected to improve, supported by the festive season.
- Paytm and its partners are taking a cautious approach to fresh lending activities.
- The company is projected to turn EBITDA-positive (excluding ESOP and UPI incentives) by Q4FY25, with net profit positivity expected in the medium term.
- However, the wealth-management business is experiencing a temporary slowdown.
Disclaimer:
This article is for informational purposes only and does not constitute financial advice. Readers are advised to conduct their own research or consult a financial advisor before making investment decisions.
