September 2026 quarter: revenue up 28%, profit INR 225 crore, payment margin lift expected
PAYTM · price
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On the reaction day the stock moved 4.1 pts less than Nifty Midcap 150 and 4.1 pts less 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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Q2 consolidated revenue rose 28.5% to INR 2,648 crore and profit after tax jumped to INR 225 crore from INR 21 crore, with EPS at INR 3.52. The board approved up to INR 500 crore each for Paytm Cloud and Paytm Singapore. Paytm expects NPCI's proposed 0.4% charge limit on payments above INR 2,000 to lift its payments margin by 0.025 percentage points after Diwali. Auditors highlighted a FEMA show-cause notice over alleged contraventions worth INR 611 crore.
Strong growth and a possible payments margin lift may support the stock. FEMA uncertainty and up to INR 1,000 crore of subsidiary funding are risks.