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Dolat Capital Report
Since October-2021, One 97 Communications Ltd. (Paytm) continues to see good month-on-month growth momentum across key user operating metrics, with gross merchandise value/monthly transacting user/devices/loans disbursed/loan value, growing at an average 2.8%/2.4%/13.6%/12.1%/17.5%.
As of June 2022, CRISIL estimates assets under management for non banking financial companies to grow by 10-11% for FY23, while ICRA estimates loan growth to be supported by personal credit, micro credit versus traditional loan categories like housing finance company, vehicle finance.
Over past two years, collaboration between NBFCs and fintechs has risen significantly, where the former supplies capital and later aid in origination and manages ticket sizes, stressing importance of a collaborative approach.
Paytm has not only seen growth in number of loans but also witnessing better average ticket sizes as existing book matures (run rate at Rs 230 billion), led by personal loans, that can improve take rates.
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