JM FinancialはPaytm to Buyをアップグレードし,強力な成長と効率の向上により1,420ルピーを目標にしています. JM Financial upgrades Paytm to Buy, targeting Rs 1,420 on strong growth and improved efficiency.

JM財務省は,ペイトムの目標価格を1,420ドルに上げ,高額の収益性を強調し,効率を改善し,正の規制の進捗を図った。 JM Financial raised Paytm’s target price to Rs 1,420 and kept its Buy rating, citing strong profitability, improved efficiency, and positive regulatory progress. 同社は,年度所得増加の23%を期待し,支払及び金融サービスによって推し進め,販売業者が1,800万人に到達し,貸付け金の額は9%を上回る. The firm expects 23% year-on-year revenue growth, driven by payments and financial services, with merchant subscribers reaching 13.8 million and loan disbursals up 9% quarter-on-quarter. Paytm Payments Services Ltd.の原則承認は,商人のオンボード制限を解除することができます. The in-principle approval for Paytm Payments Services Ltd. may lift merchant onboarding restrictions. 安定したコストは EBITDAの利潤率を上げ, PATはポジティブに留まる見込みです. Paytm’s stable costs are boosting EBITDA margins, with PAT expected to remain positive. 売上は26年度で86,631億ルピーに達すると予測され,同年度までのCAGRは24%,PATは70%のCAGRで成長する見込みです. Revenue is forecast to reach Rs 86,631 crore in FY26, growing at a 24% CAGR through FY28, and PAT at a 70% CAGR. 目標は現在レベルから約16%の逆転を示唆する. The target implies about 16% upside from current levels.