Bengaluru As the stock of One97 Dispatches, the parent company of Paytm NSE-3.30, continued to fall on Wednesday, author Vijay Shekhar Sharma criticized bad timing for its poor IPO and table.
In discussion with Sequoia Capital’s managing director Rajan Anandan at IAMAI’s India Digital Summit 2022, Sharma said the company he cofounded went public at a time when the request was scarified by colorful factors, which affect the pricing. It was one of Sharma’s first public appearances since the company’s disastrous request debut in November last time.
“ Payment has a secondary profit line item in fiscal services and is driven by credit. The success of Paytm will depend on what we do with monetisation, led by fiscal services. Payment is a profit line item which is growing largely. This quarter we’re talking about$ 100 million profit from payments which is like a sizable profit. People underrate the size of payments profit,” he said. He also claimed Paytm was seeing advanced earnings at lower costs.
“ People are undervaluing the compounding impact that the client base on this platform has. We’ve spent much lower than any time ever … Our business has noway looked better in terms of this,” Sharma added.
On Monday, brokerage establishment Macquarie slashed its target on One97 Dispatches from Rs to Rs 900, a 58 strike from the issue price of Rs. The brokerage establishment said Paytm’s payments business accounts for 70 of overall gross earnings and hence any regulations circumscribing charges for digital payments could affect this.
Sharma said that the donation periphery for payments continued to be in the double integers for Paytm. He added that daily profit from payments has hit$ 140 million, if the trafficker services it provides are included. This profit is anticipated to grow at least 50 to 60 time-on- time, he added.
“ Credit is the most monetisable fiscal service. Bajaj Finance has been there for 30-32 times, Paytm processes more loans than Bajaj moment, in lower than three times … For our credit business, we should be benchmarked against only one joe and that’s Bajaj (Finance). We (Paytm) should be looked at for the scale we deliver in terms of total loans, value of loans and quality of loans,” said Sharma.
“ The problem in our country has been with the companies which give loans — banks and NBFCs. The wrong metric they chase is the loan size. The better metric that they should chase is the quality of loans,” he said.
Before this week, Paytm said that loans expended through its platform jumped five times time-on- time to4.4 million loans during the December quarter, as a part of its public exposures with Indian exchanges.
According to the company, the value of loans expended through its platform during the December quarter was Rs crore, an increase of 365 time-on- time. The average size of a loan handed by Paytm is presently around Rs.