PAYTMBSEOne 97 Communications LtdLowNeutral
Announced Wed, 6 May · 20:33 IST

Outcome Of The Board Meeting Held On May 06, 2026

Board & Shareholder Meetings View source PDF

PAYTM · price

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Price reaction · full curve 14 horizons · vs prior close
+7.0%1-day move
₹1110.00
prior close
₹1150.00
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.2-0.6+1.8+2.0+7.0+7.4+4.2+1.3+3.7-0.3+0.9-6.9+11.9
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AI summary

One 97 Communications (Paytm) reported a strong turnaround with FY2026 net profit of ₹552 crores compared to a loss of ₹663 crores in FY2025. Annual revenue from operations grew 22% to ₹8,437 crores from ₹6,900 crores. Q4 FY26 standalone revenue was ₹2,264 crores with net profit of ₹183 crores. The Board approved re-appointment of Mr. Ashit Ranjit Lilani as Non-Executive Independent Director for another 5-year term from July 5, 2026. The auditors issued unmodified reports on both standalone and consolidated results. Key risks noted include an ongoing Show Cause Notice from the Enforcement Directorate regarding FEMA violations (aggregate value ₹611 crores) with partial compounding done, and RBI's cancellation of Paytm Payments Bank license on April 24, 2026 (though the company states no direct financial impact as investment was already fully impaired).

Likely market impact

The company has returned to profitability with strong revenue growth, which is positive for shareholders. However, regulatory concerns around FEMA violations and the Paytm Payments Bank shutdown may continue to weigh on investor sentiment despite the operational turnaround.