5PAISA / Q1-FY27 / claim-ledger

Audit the questions that mattered.

5Paisa Capital · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY27 · source date pendingBack to quarter ↗

Questions audited

6

Answered directly

67%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Chhattin Sahani · Individual Investor

partial

Is Q1 slowdown one-off or structural, and will growth accelerate from Q2?

There was a little bit of moderation in Q1. Given the volatility in this quarter in the last quarter there is some rub off effect on us as well. We do expect growth to accelerate from here because we're doing all the right things on the product side and growth marketing side.

Chhattin Sahani · Individual Investor

partial

What steps is 5Paisa taking to improve customer acquisition and prevent further taper?

Our focus has been both quantitative acquisition but more importantly quality of acquisition. It's already getting reflected in our numbers when we look at unit numbers. Our RPC or revenue per customer has actually grown. We want better RPC customers, better LTV customers which will give higher retention.

Chhattin Sahani · Individual Investor

partial

What drove ADTO decline and how will you address it?

ADTO growth for overall exchange was down at least for Q1. It was a slight dip for us on FNO and on the cash side it grew. Our ADTO growth depends on the kind of customers on the platform, average order value, and their trading patterns.

Amit Mahendel · Robo Capital

direct

How will the 468 crore capital raise be deployed across priorities?

The number is 468 crores. Top three areas are: exchange margin purpose which is 227 crores; repayment of loan about 150 crores to different banks and CPS; general corporate purpose which is 88 crores.

Amit Mahendel · Robo Capital

partial

Revenue flat for 3 years - what needs to happen for healthy growth?

The biggest bet for us is a completely revamped product. There is a lot of work that has gone in specifically in the last 15-18 months. We are completely redone the product and we're confident looking at initial data that this will make a significant difference. Second is increased growth marketing spend after the capital raise. MTF has shown significant traction and has doubled from last 15 months.

Amit Mahendel · Robo Capital

direct

Will third-party distribution beyond mutual funds be pursued?

In the very near future no. Our hands are full with what we are doing. We want to do a very good job at our core platform. Once that is done then we can look at other third party distribution. Related products to core offering like MTF are the first port of call. Near term no, medium-term we'll consider it.