One 97 Communications Limited has informed the Exchange regarding 'Earning Release for the quarter ended June 30, 2025'.
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Paytm reported strong Q1 FY2026 results with operating revenue of ₹1,918 Cr, up 28% year-on-year, driven by growth in merchant subscriptions, higher GMV (₹5.39 Lakh Cr, +27% YoY), and financial services distribution revenue. The company turned profitable at both EBITDA (₹72 Cr, 4% margin) and PAT (₹123 Cr) levels, marking a sharp turnaround from a ₹840 Cr loss in the same quarter last year. Contribution profit rose 52% YoY to ₹1,151 Cr with a 60% margin, supported by AI-led cost discipline—indirect expenses fell 19% YoY. Net payment revenue grew 38% YoY to ₹529 Cr and financial services distribution revenue doubled to ₹561 Cr. The company holds a robust cash balance of ₹12,872 Cr and reported 1.30 Cr active merchant subscriptions, an all-time high.
This is a significant milestone quarter for Paytm as it achieved profitability on both EBITDA and PAT metrics simultaneously, which is likely to boost investor confidence. Strong revenue growth, expanding margins, and a large cash reserve provide flexibility for further investments in growth, though the company noted near-term headwinds in marketing services and a shift toward non-DLG lending that may temper sequential financial services growth.