Consolidated and Standalone Unaudited Financial Results for the quarter ended June 30, 2025

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemEmphasis Of MatterContingent Liabilities IncreasedResults View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+1.4%Reaction day

₹1053.10

prior close

₹1081.40

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.3%+1.1% vs market

Financial Technology (Fintech) peers, median of 6sector-1.1%+2.6% vs sector

On the reaction day the stock moved 1.1 pts more than Nifty Midcap 150 and 2.6 pts more than its Financial Technology (Fintech) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.0

10m

-3.1

15m

-3.5

30m

-4.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.4+0.3+1.1-1.1+2.6

Next day

+4.8-0.1+5.0-1.9+6.8

+1.4-1.7+3.2-2.8+4.2

+3.7-2.6+6.3-3.8+7.4

+2.1-1.8+3.9-4.0+6.1

+1.2-1.6+2.8-3.0+4.2

+2.2-3.6+5.8-3.3+5.5

15d

+9.4-3.7+13.1-4.8+14.1

+20.8-2.1+22.9-2.6+23.4

+12.1-0.8+12.9-6.5+18.6

+21.8+0.3+21.5-9.3+31.0

UpDownMarket · Nifty Midcap 150Sector · Financial Technology (Fintech) peers, median of 6Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Paytm reported a strong Q1 FY26 with consolidated revenue from operations of ₹19,175 crore, up ~28% year-on-year from ₹15,016 crore. The company swung to a consolidated profit of ₹1,225 crore from a loss of ₹8,401 crore in the same quarter last year, driven by sharp cost cuts — employee expenses fell to ₹6,426 crore (from ₹9,525 crore) and marketing spend dropped to ₹998 crore (from ₹2,214 crore). Standalone revenue grew ~38% YoY to ₹15,862 crore with a profit of ₹632 crore versus a loss of ₹8,246 crore. EPS stood at ₹1.92 (consolidated) and ₹0.99 (standalone). The auditor flagged three emphasis-of-matter items: a FEMA show-cause notice of ~₹6,111 crore, a ₹57,120 crore GST demand on its gaming JV First Games Technology (stayed by the Supreme Court), and the ongoing RBI application for Paytm Payments Services.

Likely market impact

A decisive return to profitability with double-digit revenue growth signals improving unit economics and cost discipline, likely to be viewed positively by the market. However, shareholders should keep an eye on the large contingent liabilities from the FEMA and GST notices, even though management is contesting them and the GST case is currently stayed.