Paymentus Holdings, Inc. (PAY) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.16K Followers Follow Paymentus Holdings, Inc. ( PAY ) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 6:45 PM EDT Company Participants Dushyant Sharma - Chairman, President & CEO Sanjay Kalra - Senior VP, CFO & Principal Accounting Officer Presentation Unknown Analyst All right. So we're going to get started with the next session. Next up, we have Dushyant Sharma, Founder and CEO of Paymentus; and Sanjay Kalra, CFO. Thank you both for joining us. Really looking forward to the conversation.

Dushyant Sharma Chairman, President & CEO Thank you for having us.

Question-and-Answer Session Unknown Analyst So Paymentus has been public for almost exactly 5 years now. The company has compounded revenue at a very large clip. Bill presentment is a bit of an underappreciated part of the payments ecosystem. For those who are less familiar with the story, could you talk about the market opportunity that you're going after and really why Paymentus is taking so much share as one of the largest players in that space?

Dushyant Sharma Chairman, President & CEO Well, the bill payment is a big market. And the way to think about it is a typical household spent 60% of their -- 60% of their spend is towards the bills. It's trillions of dollars in the spend just on the consumer side. If you add B2B, it gets even crazier than that. And if you factor in about 16 billion, 17 billion bills are paid on -- just on the consumer side annually, and we have only captured like 4% or 5% of that, it's a huge opportunity ahead of us. And in terms of why we are winning the market share, I think it comes down to, number one, the technology platform we have built. But the technology platform we have built and the ecosystem, our instant payment network and the