Paytm has over 20 million mobile wallets and aims to reach a total of 100 million with over 1 million merchants by 2016. Total unique users per month are 350 million and the platform sells approximately 90 million items per month.
Currently it has ~16k merchants on its platform. Some of the key online merchants include Makemytrip, Uber, Dish TV, Bookmyshow etc. 85% of its traffic is organic and 80% of its orders are on mobile. As per management, the current run rate of orders is 20 million per month with cumulative 25 million customers and a total GMV run rate of US$600m. Within marketplaces 60-70% of its sales come from fashion
and electronics account for a small percentage of total sales.
Revenues from merchants come in 3 buckets: a) marketing fee, b) payment charges, and c) logistics costs which is a pass through element. As per management, its competition is more from the likes of marketplaces models like Snapdeal and less from Flipkart.
