O

One 97 Communications Limited

PAYTMNSE
Market snapshot · 2026-08-11 07:11 UTC

1,607.80

+₹23.70 (+1.50%)

MARKET CAP

₹1.03L Cr

STOCK P/E

145.0x

52W HIGH

₹1,639.90

52W LOW

₹930.60

BOOK VALUE

₹249.97

EPS

₹11.09

ROE

SECTOR

Communication Services

DEBT/EQUITY

1.07

VOLUME

64.90L

P/B RATIO

6.43x

PEG RATIO

1.81

Sector

Communication Services

Themes

Online ServicesFintechAkash Bhanshali PortfolioTop 20 Investors in India Portfolio
E
Earnings
₹1,607.80₹1,449.90₹1,292.00₹1,134.10₹976.20VolumeEEEEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for PAYTM.

20.00 analysts

Price Forecast

Current
₹1,608
High Target
₹2,200
▲ +36.8%
Median Target
₹1,499
▼ -6.8%
Low Target
₹1,050
▼ -34.7%
Now₹1,608High ₹2,200Median ₹1,499Low ₹1,050Aug '25Now12M Target
Price history (1Y)
Analyst target range
20 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹1,267 - ₹2,05780%
6M₹1,150 - ₹2,28380%
12M₹1,006 - ₹2,65180%
Realized vol: +37.8% · Drift: +8.7%

Revenue Forecast

₹ Cr
Jun '26Current₹1,069.0
Sep 2026 ETrend estimate range
High₹1,418.1Base₹1,313.1Low₹1,208.1
Sep '25: ₹1,681.0 · Dec '25: ₹1,553.0 · Mar '26: ₹1,005.0 · Jun '26: ₹1,069.0 · Sep '26: ₹1,313.1 · Dec '26: ₹1,213.1
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E1,681.01,553.01,005.01,069.01,313.11,213.1
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹2.89
Sep 2026 ETrend estimate range
High₹-6.01Base₹-5.37Low₹-4.72
Sep '25: ₹-4.13 · Dec '25: ₹2.27 · Mar '26: ₹1.86 · Jun '26: ₹2.89 · Sep '26: ₹-5.37 · Dec '26: ₹2.95
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E-4.132.271.862.89-5.372.95
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
43%
Analyst Consensus
Weakening

From 20 analysts

Mean upside-6.0%

Fundamentals

Moderate

Fundamentals institutional score is 67 using growth durability 67.0.

Valuation

Premium valuation

Valuation institutional score is 31 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Weakening

Analyst View institutional score is 30 using mean target upside -6.0%; dispersion penalty 30; recommendation breadth from available consensus.

Technical Structure

Weak Structure

Technicals institutional score is 10 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Positive catalysts emerging

Recent news flow is skewing constructive on impact and recency. Based on 9 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. fundamentals and market sentiment provide support, while valuation and analyst consensus remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Premium valuationAnalyst Consensus WeakeningTechnical Structure Weak StructureMarket Sentiment Positive catalysts emerging

Key Data Points

Mean Target Price1,510.8 target
Mean Upside-6.0%
Technical Score10%
Fundamental Score67%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 80.8% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.43). Confidence: 66%.

Live forward EPS implies next-12-month EPS of ₹31.06. Applying the stock's normalized valuation corridor produces a fair range of ₹1,913.92 to ₹3,149.48, with base value near ₹2,491.01 (+54.9% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹31.06

Forward P/E

51.8x

Base Fair Value

₹2,491.01

Fair Range

₹1,913.92 - ₹3,149.48

Upside To Base

+54.9%

Estimate Source

Live forward EPS

Growth Estimate

+79.9%

P/E
Strongly Overvalued

5Y Average

74.53

Current

144.98

Overvalued

101.40

Undervalued

61.62

P/S
Strongly Overvalued

5Y Average

5.91

Current

11.49

Overvalued

7.28

Undervalued

4.55

EV/EBITDA
Strongly Overvalued

5Y Average

68.77

Current

133.77

Overvalued

84.69

Undervalued

52.98

Peers & Comparison

Sector: Communication Services · Theme: Online Services

Online Services Peers5 peers
Avg P/E: 208.4x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
PB FINTECH LIMITED
POLICYBZROnline Services
+40.1%10.2%
101.7x
Undervalued
-51% vs avg
-10.8%
INFO EDGE (I) LTD
NAUKRIOnline Services
+15.9%44.1%
58.0x
Undervalued
-72% vs avg
-3.0%
SWIGGY LIMITED
SWIGGYOnline Services
+37.3%-15.0%
-29.1%
INDIAMART INTERMESH LTD
INDIAMARTOnline Services
+11.4%30.6%
21.8x
Undervalued
-90% vs avg
-30.4%
ETERNAL LIMITED
ETERNALOnline Services
+182.0%0.6%
652.2x
Premium
+213% vs avg
+0.3%
WHY THESE PEERS

ONE 97 COMMUNICATIONS LTD trades at a discount (143.7x vs peer avg 208.4x), suggesting potential undervaluation relative to the Online Services cohort. Peers include PB FINTECH LIMITED, INFO EDGE (I) LTD, SWIGGY LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹1.07K CrJun 2026

Latest net profit

₹185 CrJun 2026

Latest EPS

₹2.89Jun 2026

Net margin

8.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27-3.0%0.0%3.0%6.0%9.0%-600 Cr0.00 Cr600 Cr1.20K Cr1.80K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr450 Cr900 Cr1.35K Cr1.80K Cr₹-6₹-3₹0₹3₹6
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr300 Cr600 Cr900 Cr1.20K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-6.00K Cr0.00 Cr6.00K Cr12.00K Cr18.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +1,8451,9802,1381,6981,1491,2651,4921,5991,5861,6811,5531,0051,069
Expenses +2,1402,2462,3302,1931,9191,6861,7001,6801,5101,5931,4691,020982
Operating Profit-296-266-192-495-771-421-208-81768884-1587
OPM %-16%-13%-9%-29%-67%-33%-14%-5%4.8%5%5%-1.5%8%
Other Income +1251251411261251,420169-350153-213161151134
Interest6755434445445
Depreciation156176197192175175162146162134961313
Profit before tax-333-324-254-566-825821-205-58163-264145119203
Tax %0%0%0%0%0%0%0%0%0%0%0%0%9%
Net Profit +-333-324-254-566-825821-205-58163-264145119185
EPS in Rs-5.25-5.10-3.99-8.91-12.9712.90-3.22-9.110.99-4.132.271.862.89
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
FIIs +54.87%51.71%51.75%49.40%48.09%
DIIs +15.84%19.95%20.32%23.08%24.87%
Public +29.29%28.35%27.91%27.51%27.04%
Others0.02%0.01%
Jun 2026
FIIs +
DIIs +
Public +

Events Timeline

Disclosures under Reg. 29(2) of SEBI (SAST) Regulations, 2011

Aug 06, 2026PDFCompany Reports Open

Disclosures under Reg. 29(2) of SEBI (SAST) Regulations, 2011

Aug 06, 2026PDFCompany Reports Open

Disclosures under Reg. 29(2) of SEBI (SAST) Regulations, 2011

Aug 06, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

Aug 02, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Jul 29, 2026PDFCompany Reports Open