ONE 97 COMMUNICATIONS LTD

One 97 Communications Limited conducted its earnings conference call on July 21, 2026, to discuss its financial results for the quarter ended June 30, 2026. Management reported strong growth in the consumer payment business, claiming to outpace the market growth of the UPI sector and gain market share. CEO Vijay Shekhar Sharma highlighted a focus on disciplined customer acquisition and monetization strategies, particularly in wealth management and AI-driven services. CFO Madhur Deora noted an increase in EBITDA margins, attributing this to revenue growth outpacing indirect expenses. The management expressed confidence in achieving higher profitability and emphasized the importance of cash reserves for future opportunities. They also discussed the performance of their Postpaid and lending services, indicating a positive trajectory in customer engagement and financial services revenue. The call concluded with management expressing optimism about future growth prospects across various segments.

Management highlighted strong growth and profitability improvements during the earnings call.