Announced Tue, 4 Nov · 21:47 IST

One 97 Communications Limited has submitted to the Exchange, the financial results for the quarter and half year ended September 30, 2025.

Emphasis Of MatterRevenue Growth 20pctPat Growth 25pctPat NegativeExceptional 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 posted consolidated revenue from operations of ₹2,061 Cr in Q2 FY26, up about 24% year-on-year from ₹1,659 Cr. For the half year, revenue grew roughly 26% to ₹3,979 Cr. The company swung to a profit before exceptional items of ₹220 Cr in Q2 (vs a loss of ₹407 Cr a year ago) and ₹363 Cr for H1 (vs a loss of ₹1,245 Cr). After a ₹190 Cr one-time impairment of a loan to its online gaming joint venture (hit by the new Online Gaming Act), consolidated Q2 profit came in at ₹21 Cr and H1 profit at ₹144 Cr. The board also approved a fresh investment of up to ₹2,250 Cr into its wholly owned subsidiary Paytm Payments Services Limited (PPSL), which recently received in-principal RBI approval to operate as a payment aggregator. The auditor flagged two emphasis-of-matter items: a ₹611 Cr FEMA show cause notice from the Enforcement Directorate, and the pending final RBI authorisation for PPSL.

Likely market impact

Strong operating turnaround with revenue growth of over 20% and a return to core profitability is a positive signal for shareholders, though the gaming-related exceptional loss and ongoing FEMA regulatory overhang may keep sentiment cautious in the near term. The large ₹2,250 Cr infusion into PPSL signals management's confidence in scaling the merchant payments business once full RBI clearance is received.