Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

GS on Paytm
Buy, TP Rs 1100 (add to conviction list)
Expect Paytm to deliver c.50% revenue growth for next few qtrs & continue its transition from an erstwhile payments-only biz to one with a strong financial services portfolio

GS on Paytm
Buy, TP Rs 1100(add to conviction list)
Steadily raised est. by c.13% (FY24 rev), & are 5%/24% ahead of consensus on FY25 rev/adjusted EBITDA
Recognize lock-in expiry (86% of co’s outstanding shares) in Nov ‘22 may represent an overhang

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!