Paytm - Need And Want: Dolat Capital Initiates Coverage

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Dolat Capital Report .Paytm, India’s sole designated ‘super app’ has emerged from the pure ‘want’ category to the ‘need’ status – this positions it as one of the strongest digital brands to garner significant share of opportunities that will evolve in the Indian internet ecosystem. The parent company, One 97 Communications, is now positioned as a non-discretionary internet play.Its deep reach into its user base, both in terms of economic strata or geography, makes it even more valuable for the customer who is usually the most unserved. This is not true for most discretionary internet businesses where most incremental customers are dilutive in purchasing power (life time value – customer acquisition cost gets unfavorable) thus the opportunity gets limited to first 100-150 million users.However for Paytm, the business model enables it to continue to enjoy large LTV for its customers base, as the existing users would broaden their ‘utilisation’ journey of the SuperApp both on needs and wants. .Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Paytm - Need And Want: Dolat Capital Initiates Coverage

Paytm - Need And Want: Dolat Capital Initiates Coverage

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