One 97 Communications Limited has informed the Exchange regarding 'Earnings Release'.
PAYTM · price
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On the reaction day the stock moved 5.5 pts more than Nifty Midcap 150 and 6.9 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.
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Paytm reported Q4 FY25 operating revenue of ₹1,911 Cr, up 5% QoQ, with EBITDA Before ESOP turning positive at ₹81 Cr — a ₹121 Cr improvement QoQ and meeting the company's profitability guidance. PAT excluding exceptional items came in at ₹(23) Cr, close to breakeven and a ₹185 Cr QoQ improvement. Reported PAT was ₹(545) Cr after a ₹522 Cr one-time, non-cash exceptional charge: ₹492 Cr from founder Vijay Shekhar Sharma voluntarily forgoing 2.1 Cr ESOPs, plus ₹30 Cr in investment impairments. Contribution margin expanded QoQ to 56%, and merchant subscriptions grew to 1.24 Cr. Cash balance remains strong at ₹12,809 Cr, though full-year FY25 revenue declined 31% YoY to ₹6,900 Cr due to business disruptions in H1.
The achieved EBITDA Before ESOP profitability and expected sharp drop in ESOP costs (to ₹75-100 Cr in Q1 FY26 from ₹169 Cr currently) signal improving operating leverage and a credible path to full profitability, which should support the stock. However, the headline loss driven by the one-time ESOP charge and the steep full-year revenue decline may cause short-term volatility — investors should focus on the ex-exceptional, underlying trajectory.