Paytm shares in focus today after strong Q1 results; first operationally-led profit since listing
For the quarter ended June 30, 2025, Paytm reported a turnaround from a net loss of ₹839 crore a year ago, supported by robust lending business and tighter control on costs, particularly marketing and employee expenses. The company also delivered a positive EBITDA of ₹72 crore, compared to an EBITDA loss in both Q4 FY25 and Q1 FY25, aided by operating leverage and improved contribution margins.
Revenue from operations stood at ₹1,918 crore, growing 28% year-on-year, while total income rose to ₹2,159 crore. Contribution profit grew 52% YoY to ₹1,151 crore, with contribution margins improving to 60%, up from 50% a year earlier.
The number of subscription-based merchant devices hit an all-time high of 1.3 crore during the quarter, as the company optimised device costs and improved sales productivity. Paytm's financial services revenue doubled YoY to ₹561 crore, led by strong growth in merchant loans and improved collection efficiency.
In comparison to Q2 FY25, where Paytm posted a net profit of ₹153 crore due to a one-time gain from selling its entertainment ticketing business, the ₹123 crore profit this quarter reflects core operational strength, as it benefited from lower ESOP charges and AI-driven efficiency gains.
On July 22, Paytm shares closed 3.5% higher at ₹1,053 on the BSE. The stock's movement today will be closely watched as investors react further to the company's improved fundamentals and outlook.
Paytm ended the quarter with a healthy cash balance of ₹12,872 crore, up by ₹4,764 crore over the past year, aided by monetisation of non-core assets. The company continues to focus on expanding its merchant base, digital financial services, and AI-led innovations.
With its payments business stabilising and merchant loans gaining traction despite RBI's tighter rules on unsecured lending, Paytm appears to be on a path of sustainable profitability.
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Aditya Bhagchandani serves as the Senior Editor and Writer at Business Upturn, where he leads coverage across the Business, Finance, Corporate, and Stock Market segments. With a keen eye for detail and a commitment to journalistic integrity, he not only contributes insightful articles but also oversees editorial direction for the reporting team.
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