One 97 Communications Limited has informed the Exchange regarding Outcome of the Board Meeting held on November 04, 2025
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Paytm's board approved its Q2 and H1 FY26 (quarter and half year ended September 30, 2025) unaudited financial results. Consolidated revenue from operations grew about 24% year-on-year to INR 2,061 crores in Q2 and about 26% to INR 3,979 crores in H1. Consolidated profit after tax was INR 21 crores in Q2 (down from INR 930 crores in Q2 FY25, which included a one-time INR 1,345 crore gain from the sale of its movie ticketing business to Zomato) and INR 144 crores in H1 versus INR 90 crores a year ago. The company booked an exceptional loss of INR 190 crores in Q2 on impairment of a loan to its online gaming joint venture (First Games Technology) following the 2025 Online Gaming Act ban. The board also approved investing up to INR 2,250 crores in its wholly owned subsidiary Paytm Payments Services Limited (PPSL) via a rights issue to fund merchant payments growth, and appointed Ms. Manisha Raj Raisinghani as a Non-Executive Independent Director for five years. Cash and bank balances stood at about INR 11,121 crores, and total equity was INR 15,310 crores.
Strong underlying revenue growth and a sharp improvement in core profitability (excluding prior-year one-time gains) are positives for shareholders. The INR 2,250 crore capital infusion into PPSL signals confidence in the merchant payments business and should support growth, though it may weigh on near-term returns. A FEMA show cause notice worth about INR 611 crores continues, but RBI compounding of about INR 21 crores and finding about INR 312 crores compliant are partial reliefs. PPSL receiving in-principal RBI authorization for its payment aggregator licence removes a key regulatory overhang. The INR 190 crore gaming-related impairment is a one-time drag and is not expected to recur.