Expect net device merchant additions to reach previous run rates by Q3 FY2025.
Subscription revenue per device bottomed out in Q1, seen increasing on new merchant signups.
Payment processing margin (including UPI incentive) will be in range of 5-6 bps for year.
Expect growth in MTU once we start onboarding new UPI users.
Expect contribution margins to remain in 50-55% range.
Expect indirect expenses to come down significantly in subsequent quarters.
potential transfer of Paytm’s entertainment business, a component of our marketing services, is under consideration.
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