Download to read offline
PAYTM IPO SLIDE DECK MASTER INVESTING !!
- 2. INTRODUCTION • PayTM –Pay Through Mobile • Founded – 2010 • Parent - One97 Communications Ltd. • Founder - Vijay Shekhar Sharma • Industry – Private • Sector – E-commerce, Financial Services PayTm – India’s Largest mobile payment, e-wallet, and commerce platform.
- 3.
- 4. SERVICES OFFERED . PayTM Money PayTMWallet PayTM Bank Bookings Utility Bills Recharge PayTM Mall Digital Gold
- 5. FUNDING ROUNDS 2015 Equity raised Undisclosedamount K2 Global Equity – Angel Undisclosed amount Ratan Tata Equity Raised $575 million ANT Financial Services Feb Mar
- 6. Equity $60 million MediaTek Ventures 2017 Equity $32.5million One97 & Vijay Shekhar 2016 Debt – Working Capital Loan $45 million ICICI Bank Mar Aug Feb
- 7. Equity – LaterVC Stage $200 million Alibaba Group 2018 Equity – Later VC Stage $1.4 billion SoftBank Mar May Aug Equity $356 million Berkshire Hathaway
- 8. REVENUE MODEL ADVERTISING REVENUE SUBSCRIPTION REVENUE ADVANCE PAYMENT COMMISSION REVENUE TRANSACTION REVENUE PayTM website and appgenerate high traffic which attracts advertisers, resulting in advertising revenue. PayTM charges listing and subscription fees from merchants and suppliers Earns commission from the sellers on ecommerce transactions Receives interest on the payment of customer until they are not transferred to the seller account 1% transaction value from online merchants on transactions Charges 4% of the amount being transferred from wallet to bank
- 9. Key Partners Key Activities Key Resources Value Propositions Customer Relationship Channels Customer Segment Cost Structure Revenue Streams BUSINESS MODEL • EscrowProviding Banks • Mobile Operators • Vendors • Advertisers • Security and Compliance • Platform Usability • RBI Licence • Usability IP and HR • Technology CUSTOMERS • Bank & money transfer • Third Party product and services • Safe, Instant • Convenience • Convergence PARTNERS • Reach • Mobile Application • Website • Partners • Affiliates • Trust • Dependence • Necessity • Convenience Seekers • Migrants • Bargain seekers • Tech savvy • E-shoppers • Maintaining bank license • Service development • Data security management • Subscription charges • Digital advertisements • Interest on escrow accounts • Commission from transactions
- 10. T W O THREAT STRENGTH OPPORTU NITIES WEAKNES S • Firstmover advantage • Bucket of services • Convenience options • Offers • Need for IT infrastructure • Lack of awareness amongst users • Poor customer care • Overloaded site • Increasing internet usage for daily needs • Increasing application awareness • Cater to a larger audience • Security and privacy of user • Low barriers to entry • Highly capable competitors S
- 11. Alibaba Group Reliance Capital Sapphire Ventures SoftBank Discover Capital Saama Capital Sixth Sense Ventures SAIF Partners ESOP ACQUIRE R AMOUNTINVESTO R PROFIT MULTIPLE MAJOR PE EXITS $250 Million $23.4 Million $400 Million $50 Million 27.5x 16.48x 74.38x 75x 26.5x 2.17x