PAYTMBSEOne 97 Communications LtdHighNeutral
Announced Wed, 6 May · 20:28 IST

Earnings Release for the quarter and financial year ended March 31, 2026.

Revenue Growth 20pctPat Growth 25pctPat NegativeEbitda Margin ExpansionExceptional ItemResults View source PDF

PAYTM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+7.0%1-day move
₹1110.00
prior close
₹1150.00
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After-mkt
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-0.2-0.6+1.8+2.0+7.0+7.4+4.2+1.3+3.7-0.3+0.9-6.9+11.9
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AI summary

Paytm posted its first full year of profit in FY 2026, with PAT of ₹552 Cr versus a loss of ₹663 Cr in FY 2025, a ₹1,215 Cr improvement. Revenue grew 22% YoY to ₹8,437 Cr, driven by 20% growth in Payment Services (₹4,646 Cr) and 52% growth in Distribution of Financial Services (₹2,594 Cr). EBITDA turned positive at ₹502 Cr from a loss of ₹1,506 Cr in FY 2025, a ₹2,008 Cr swing. Q4 FY 2026 revenue was ₹2,264 Cr (+18% YoY) with EBITDA of ₹132 Cr versus a loss of ₹88 Cr in Q4 FY 2025. Payment processing margin expanded to above 4 bps, and the company offset 30-40% of the PIDF scheme discontinuation impact as guided. One-time charges included a ₹190 Cr impairment on a loan to JV First Games Technology.

Likely market impact

Strong turnaround story — first full year of profit, EBITDA positive for the first time, and improving cash balance of ₹13,315 Cr. Revenue growth above 20% with operating leverage signals sustained profitability ahead.