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Paytm Game Over? RBI's shock to Paytm | DIXON, Data Patterns, Shree Cements, Mankind, Godrej Consumer
Original: Paytm Game Over? Paytm కి Shock ఇచ్చిన RBI| DIXON Data Patterns Shree cements Mankind GodrejConsumer
Takeaway
RBI's tough action on Paytm casts a major overhang on the stock while contract manufacturers like Dixon and defence electronics names show diverging fortunes.
Summary
- RBI delivered a significant regulatory shock to Paytm impacting its payment services business
- Dixon, Data Patterns and other names covered in the results recap
- Lighting, mobile and security system segment for one company saw 55.5% revenue with 10.9% margin
- Consumer healthcare business revenues +22.8%; defense and aerospace electronic solutions segment results discussed
- Geography mix: Africa/USA/Middle East 8% growth vs Latin America strong at 45%
PaytmRBIDixonData PatternsMankind
Original description
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