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Finance · NSE: PAYTM

One 97 Communications Limited - Fair Value & Intrinsic Value Estimate

Intrynsic's multi-model valuation estimates One 97 Communications Limited's fair value at ₹646 per share (range ₹646–₹646) against a market price of ₹1,283 - a gap of -49.6% (updated 24 July 2026). This is an estimated fair value based on stated assumptions, not investment advice.

Low ₹646Above fair-value est.High ₹646

Market price

₹1,283

close of 24 Jul 2026

Est. fair value

₹646

₹646–₹646

Gap

-49.6%

price vs estimate

Trading ~50% above our estimated fair-value range. Assumptions and per-model workings are below.

What One 97 Communications Limited does

Paytm (One 97 Communications) runs one of India's largest payment apps plus merchant devices and financial-services distribution. It is cutting losses after regulatory setbacks to its payments bank.

Finance · Finance

Health signals

GrowthRevenue +1.8%/yr (3y)Weak

Over the last 3 years, revenue grew 1.8%/yr.

ProfitabilityROE 3.4%Weak

Every ₹100 of shareholder money earned ₹3.4 in profit last year, vs a sector median of 10.8%.

DebtNot applicableN/A

Borrowing is core to a lender's business model — judge it on profitability and consistency instead.

Valuation-50% vs estimateWeak

The market price is above our estimated fair-value range (based on stated assumptions).

QualityROE steady within ±7.2ppWeak

Returns on equity varied by about 7.2 percentage points over the last 5 years — volatile.

The valuation, explained- models, weights & assumptions ▾

Intrynsic values One 97 Communications Limited with 1 independent model and blends them into one estimated fair-value range. Every number below is an estimate based on the stated assumptions - change the assumptions and the estimate changes.

ModelEstimated valuevs priceWeight
EV/RevenueRevenue Multiple Method₹646-50%-

Key assumptions

Risk-free rate
7.0%
Equity risk premium
6.5%
Beta
1
Cost of equity
13.5%
Terminal growth
5.0%
Tax rate
25%

Key financialsFY17–FY26

Full statements & analysis →
Revenue₹8,437 Cr
Net profit₹552 Cr
EPS₹8.64
Free cash flow₹-2,462 Cr
ROE (latest)3.4%
Revenue growth (CAGR)33.5%

Peers

PB Fintech Limited₹71,875 CrP/E 107.3ROE 9.2%
Seshaasai Technologies Limited₹5,809 CrP/E 24.2ROE 16.8%
WSFX Global Pay Limited₹79 CrP/E 13.1ROE 14.3%
AvenuesAI Limited₹5,829 CrP/E 20.9ROE 6.2%
Pine Labs Limited₹17,199 CrP/E 152.0ROE 1.9%
AGS Transact Technologies Limited₹27 CrROE -15.0%
Ask AI about One 97 Communications LimitedChat with Intrynsic's research agent about results, risks and filings.Sign up free →Track it in your watchlistFair-value alerts, result-day briefs and portfolio analytics.Sign up free →See the full model workingsEvery assumption, per-model trace, reverse DCF and peer lens.Sign up free →

Frequently asked questions

What is One 97 Communications Limited's intrinsic value?

Intrynsic's multi-model valuation estimates One 97 Communications Limited's fair value at ₹646 per share (range ₹646–₹646), last updated 24 July 2026. This is an estimate based on stated assumptions, not investment advice.

Is One 97 Communications Limited overvalued or undervalued?

One 97 Communications Limited trades at ₹1,283 against Intrynsic's estimated fair value of ₹646 - the market price is 50% above the estimate, i.e. above our estimated fair-value range. Different assumptions produce different estimates; see the model breakdown above.

What is One 97 Communications Limited's P/E ratio?

One 97 Communications Limited trades at about 148.5 times its latest annual earnings per share.

What does One 97 Communications Limited do?

Paytm (One 97 Communications) runs one of India's largest payment apps plus merchant devices and financial-services distribution. It is cutting losses after regulatory setbacks to its payments bank.

Which sector does One 97 Communications Limited belong to?

One 97 Communications Limited operates in the Finance sector (Finance industry) and is listed on the NSE as PAYTM.

Disclaimer: Intrynsic provides educational and informational analysis only. Fair-value figures are estimates based on stated assumptions - they are not investment advice, research recommendations, or an offer to transact in any security. Intrynsic is not a SEBI-registered investment adviser or research analyst. Markets carry risk; please do your own research or consult a registered adviser before making investment decisions. Prices shown may be delayed end-of-day values. Terms · Privacy

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