Announced Tue, 4 Nov · 21:52 IST

One 97 Communications Limited has informed the Exchange regarding Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Earning Release

Revenue Growth 20pctPat Growth 25pctEbitda 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

Awaiting price reaction for this filing.

AI summary

Paytm posted strong Q2 FY2026 results with operating revenue growing 24% YoY to ₹2,061 Cr (27% YoY on a like-to-like basis), driven by more subscription merchants, higher payments GMV, and growth in financial services distribution. Contribution profit rose 35% YoY to ₹1,207 Cr with contribution margin expanding 5 percentage points to 59%. EBITDA turned positive at ₹142 Cr (7% margin), a major swing from a ₹404 Cr loss in the year-ago quarter. PAT (before a one-time ₹190 Cr impairment of a loan to its JV First Games Technology) was ₹211 Cr; reported PAT stood at ₹21 Cr. The company holds a robust cash balance of ₹13,068 Cr, and is exploring international expansion and received RBI in-principle approval for its Payment Aggregator licence.

Likely market impact

A clear return to profitability with healthy revenue growth, expanding margins, and a strong cash pile signals improving business fundamentals, which is positive for the stock. However, shareholders should note the ₹190 Cr one-time write-off related to the JV, which materially reduced reported quarterly PAT.