Announced Tue, 22 Jul · 16:03 IST

One 97 Communications Limited has informed the Exchange regarding 'Earning Release for the quarter ended June 30, 2025'.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

PAYTM · price

Loading chart…

▲ 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 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.

Likely market impact

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.