PAYTMNSEOne 97 Communications Limited· Financial Technology (Fintech)HighNeutral
Announced Tue, 22 Jul, 2025 · 15:58 IST

One 97 Communications Limited has submitted to the Exchange, Consolidated and Standalone Unaudited Financial Results for the quarter ended June 30, 2025

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemEmphasis Of MatterResults View source PDFExplain this filing

PAYTM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+1.4%Reaction day
₹1053.10
prior close
₹1081.40
announcement price
After-mkt
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Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.3%+1.1% vs market
Financial Technology (Fintech) peers, median of 6sector-1.1%+2.6% vs sector

On the reaction day the stock moved 1.1 pts more than Nifty Midcap 150 and 2.6 pts more than its Financial Technology (Fintech) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Paytm reported a strong turnaround in Q1 FY26 (quarter ended June 30, 2025), swinging to a consolidated net profit of ₹1,225 million from a loss of ₹8,401 million in the same quarter last year. Revenue from operations grew about 28% year-on-year to ₹19,175 million, while total expenses fell sharply to ₹20,161 million from ₹24,764 million, driven by lower marketing, employee, and other costs. On a standalone basis, revenue rose 38% to ₹15,862 million and the company posted a profit of ₹632 million versus a loss of ₹8,246 million a year ago. EPS turned positive at ₹1.92 (consolidated) from a negative ₹13.19. The auditor flagged Emphasis of Matter notes on a ₹6,111 million FEMA show-cause notice and a ₹57,120 million GST show-cause notice received by its joint venture First Games Technology, both of which the company plans to contest.

Likely market impact

This is a major positive for shareholders — Paytm has returned to quarterly profitability with strong revenue growth and significantly tighter cost control, likely to be viewed favorably by the market. However, investors should keep an eye on the unresolved FEMA and GST regulatory notices, which together exceed ₹63,000 million and could become material headwinds if outcomes go against the company.