PAYTMBSEOne 97 Communications LtdHighNeutral
Announced Wed, 6 May · 20:22 IST

Financial Results for the quarter and financial year ended March 31, 2026

Revenue Growth 20pctExceptional ItemEmphasis Of MatterResults View source PDF

PAYTM · price

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Price reaction · full curve 14 horizons · vs prior close
+7.0%1-day move
₹1110.00
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AI summary

Paytm reported strong FY26 results with consolidated revenue from operations growing 22% to Rs 8,437 crores from Rs 6,900 crores in FY25. The company turned profitable with PAT of Rs 552 crores compared to a loss of Rs 663 crores in the previous year. Q4 FY26 revenue stood at Rs 2,264 crores with PAT of Rs 183 crores. Exceptional items in FY26 included Rs 21 crores interest income from a previously impaired loan to JV, partly offset by impairment charges. The auditors issued unmodified opinions but drew attention to a FEMA-related Show Cause Notice from the Directorate of Enforcement regarding alleged contraventions worth approximately Rs 611 crores, though RBI has already compounded certain portions.

Likely market impact

The company achieved its first full year of profitability since listing, a significant turnaround from losses. The FEMA notice remains a regulatory risk but specific portions have been compounded. Positive cash flows from operations (Rs 926 crores) and revenue growth above 20% indicate improving fundamentals, though the stock may face volatility due to pending regulatory matters.