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Analyses on Payment (4)
- February 23, 2026February 23, 2026
- Follow-up
PaymenT: Credit quality and the full arrears picture
PaymenT's credit quality still reads as good, but the headline of roughly 1% default shows only the stricter end of the definition. The fuller picture is a mostly clean book, disciplined-looking underwriting, but also an early-arrears layer that needs to be tracked together with…
- Follow-up
PaymenT: Dividends, cash generation and funding room after 2025
PaymenT proved in 2025 that it can report profit and market a dividend story, but the real capital test is cash left after distributions and growth funding, not accounting earnings alone.
- Follow-up
PaymenT: Is the light-capital model actually working?
PaymenT already runs a real off-balance-sheet credit-distribution engine, but 2025 shows that the model is still originate-to-distribute with a meaningful warehouse phase, not a platform that barely consumes balance sheet.
PaymenT 2025: Fast Growth, but the Balance Sheet Still Does the Heavy Lifting
PaymenT is showing a strong core business with fast growth, improving revenue mix and high profitability, but 2025 also shows that the model still relies meaningfully on the balance sheet and external funding, making 2026 a proof year for capital flexibility rather than just ano…
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