Consumer & merchant loan distribution at best, is only a ~$350 million revenue opportunity for PayTM in our view."Īs per Macquarie, PayTM has to lend, i.e. "For large fintechs, unless they have a closed loop ecosystem and a captive customer base, building scale with profitability will remain a big challenge in our view. The brokerage says they are unwilling to assign a premium on the back of uncertainty over the path to profitability. Pharma Industry Conclave Unlocking opportunities in Metal and Mining.India Inc On The Move Sustainability 100+.
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