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Business Standard
7 days ago
- Business
- Business Standard
Paytm hits 52-week high, surges over 11% in 5 days on strong Q1 earnings
One 97 Communication (Paytm) added 3.83% to Rs 1,112, extending gains for fifth consecutive trading session. The stock has surged 11.31% over the past five trading days, rebounding from its recent closing low on 17 July 2025. It touched a 52-week high of ₹1,128 today. Paytm has significantly outperformed the broader market. Over the past month, the stock gained 25.85%, compared to a 0.37% rise in the Sensex. Over the last three months, it climbed 31.71% versus the Sensexs 0.58% gain. On a one-year basis, Paytm soared 143.22%, far outpacing the Sensex's 2.2% increase. The rally follows robust Q1 FY26 results. The company reported a consolidated net profit of Rs 122.5 crore, reversing a net loss of Rs 544.6 crore in Q1 FY25. Revenue from operations rose 27.7% YoY to Rs 1,917.5 crore, driven by growth in subscription merchants, higher GMV (Gross Merchandise Value), and increased revenue from financial services distribution. Pre-tax profit came in at Rs 126.5 crore, compared to a loss of Rs 838.6 crore a year ago. The company reported positive EBITDA stood at Rs 72 crore in Q1 FY26 compared with negative EBITDA of Rs 792 crore in Q1 FY25. Net payment revenue was up 38% YoY to Rs 529 crore, led by growth in high quality subscription merchants and increase in payment processing margins. In Q1 FY 2026, GMV grew by 27% YoY to Rs 5.39 Lakh crore. Distribution of financial services revenue increased by 100% YoY to Rs 561 crore, driven by growth in merchant loans, trail revenue from DLG portfolio, and improved collection performance As of June 2025, merchant subscriptions were at 1.30 crore, an increase of 21 lakh YoY, on the back of high quality devices and superior service network. Paytm is India's leading mobile payments and financial services distribution company.
India Today
23-07-2025
- Business
- India Today
From aspiration to achievement: Paytm's operational discipline powers profitability
India's leading full-stack merchant payments platform, Paytm, has received a significant vote of confidence from Dolat Capital, which has raised the stock's target price to Rs 1,400, up from Rs 1,200, while maintaining a strong 'Buy' new stock pricing implies that the Noida-based firm will be valued at 63-times of FY27-ended earnings. This revised valuation reflects the brokerage's positive view of Paytm's structural profitability journey, operating leverage, and robust performance in its core business revenue traction led by perfect operational execution amid cost optimisation initiatives was creditable. We believe that improvements in the credit cycle, sustained merchant additions, and the revival of 'Rent on Credit Card (CC)' will act as key growth levers,' said the analyst firm. Dolat Capital added that Q1FY26 marked the first quarter of profitability at both the EBITDA and PAT levels, achieved without any one-off elements or gains, underscoring the quality and sustainability of the analyst firm highlighted Paytm's efficient execution and disciplined cost control as key drivers behind its solid revenue momentum. It sees additional upside from improving loan market conditions, ongoing merchant acquisition, and renewed traction in credit card-based rent payments.'We believe that improvements in the credit cycle, sustained merchant additions, and the revival of 'Rent on CC' will act as key growth levers,' noted the brokerage Q1FY26, Paytm reported a PAT of Rs 123 crore and EBITDA of Rs 72crore, respectively. The company's operating revenue rose 28% YoY to Rs 1,918crore while the contribution profit increased 52% YoY to Rs 1,151 Cr with the contribution margin improving to 60%.Financial Services revenue grew 100% YoY to Rs 561 Cr, driven by continued expansion in merchant loans, trail revenue from Default Loss Guarantee (DLG) portfolio, and improved collection performance.- Ends
Time of India
23-07-2025
- Business
- Time of India
Paytm share price today: One 97 Communications stock up over 3%; fintech platform posts Rs 122 crore profit
The 28% year-on-year operational revenue growth was attributed to increased subscription-based merchants. Paytm share price today: One 97 Communications, Paytm's parent firm, saw its stock price increase by 3.5% on Wednesday, reaching a new 52-week peak of Rs 1,090 on BSE. The share price rise comes on the back of the company achieving a significant milestone by reporting a consolidated net profit of Rs 122.5 crore in Q1FY26, contrasting with its Rs 839 crore loss during the same period last year. The company's operational revenue showed substantial growth, increasing by 28% year-on-year to Rs 1,917 crore from Rs 1,502 crore in Q1FY25. The sequential growth remained modest at 0.3% compared to Rs 1,911 crore in Q4FY25, during which the company recorded a net loss of Rs 540 crore, according to an ET report. The 28% year-on-year operational revenue growth was attributed to increased subscription-based merchants, enhanced Gross Merchandise Value (GMV), and expanded revenue from financial services distribution. The contribution profit demonstrated strong performance with a 52% year-on-year increase to Rs 1,151 crore. The contribution margin reached 60%, showing a 10 percentage point improvement, primarily due to enhanced net payment revenue, increased financial services revenue share, and reduced direct expenses. The company achieved profitability with EBITDA at Rs 72 crore (4% margin) and PAT at Rs 123 crore. This positive performance was attributed to AI-driven operating efficiency, structured cost management, and increased other income, as stated in the company's filing. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 15 most beautiful women in the world Undo The organisation maintained a robust cash position of Rs 12,872 crore, providing financial flexibility to enhance merchant payment services, expand financial services distribution, and advance AI-driven innovations. Payment revenue showed a significant increase of 38% year-over-year, reaching Rs 529 crore, attributed to expanding premium subscription merchants and enhanced payment processing margins. Financial services distribution revenue doubled year-over-year to Rs 561 crore, supported by expanded merchant lending activities, increased trail revenue from Default Loss Guarantee (DLG) portfolio, and superior collection efficiency. The company, under Vijay Shekhar Sharma's leadership, stated its "undisputed leadership" in the merchant payments sector during the quarter, with 1.30 crore merchant device subscriptions spanning across MSMEs and enterprise payment merchants. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
India Today
23-07-2025
- Business
- India Today
Paytm posts Rs 123 crore profit in Q1: Is it a good time to buy the stock?
One97 Communications, the parent company of Paytm, reported a net profit of nearly Rs 123 crore for the quarter ended June 2025. This marks its first-ever quarterly profit across all major financial metrics, a significant milestone for the fintech player that has spent years trying to prove its business company's EBITDA stood at Rs 72 crore for the quarter, underlining a clear shift in the operating trajectory. The stock, however, slipped 1.60% to Rs 1,034.20 in early trade on the Bombay Stock Exchange, possibly due to profit-booking after a strong rally in recent the dip, brokerage houses are seeing long-term value. Brokerage firm JM Financial has maintained a 'Buy' rating on Paytm, with a target price of Rs 1,320 by June 2026. In its latest note, analyst Sachin Dixit highlighted that the company reported Rs 1,920 crore in revenue—a 4% increase over the previous quarter—along with a sharp rise in contribution margin to 60%, up 560 basis points to JM Financial, this margin expansion and improved operating leverage enabled Paytm to deliver its first-ever reported EBITDA and PAT profitability in the same quarter — a feat it believes signals a new phase of business maturity. The management's revised guidance of maintaining a mid-to-high 50s contribution margin (higher than earlier estimates of 54–56%) has further boosted Financial expects Paytm's profitability to scale sharply over the next two years, forecasting a net profit of Rs 1,450 crore by FY27, driven by high-margin financial services and monetisation opportunities like merchant discount rate (MDR) on UPI and a potential comeback of the Paytm Wallet. The brokerage values the stock at 40 times its projected FY27 adjusted EBITDA, reaffirming a bullish long-term to the results: the company said its turnaround has been powered by AI-led operational efficiencies, a rising share of financial services, and tighter control on from operations grew 28% year-on-year to Rs 1,918 crore, driven by a surge in subscription-paying merchants, stronger payment processing margins, and a steep rise in income from lending and credit-related services. Contribution profit jumped 52% year-on-year to Rs 1,151 crore, while contribution margin rose 10 percentage points to 60%, reflecting a healthier revenue payment revenue rose 38% to Rs 529 crore, aided by higher adoption of device-based payment subscriptions. Financial services revenue, on the other hand, doubled to Rs 561 crore, thanks to rising merchant loan volumes, stronger loan collections, and recurring trail income from its Default Loss Guarantee (DLG) now has a merchant base of 1.3 crore, and claims improved productivity of its sales team, along with falling hardware costs, helped it lower capital expenditure even as it expanded its network. The company closed the quarter with a cash reserve of Rs 12,872 crore, which it says provides ample runway for further growth in AI-led services and merchant ahead, Paytm believes the total addressable market is still under-penetrated. It estimates that over 10 crore merchants in India will accept digital payments in the coming years, and 40–50% of them may opt for subscription-based services. Management remains optimistic about sustaining and improving profitability through scale and sharper investors may want to weigh the sustainability of these gains. While the numbers are promising, the competitive landscape remains tough, with UPI still largely zero MDR, RBI regulations constantly evolving, and consumer preferences shifting fast.(Disclaimer: The views, opinions, recommendations, and suggestions expressed by experts/brokerages in this article are their own and do not reflect the views of the India Today Group. It is advisable to consult a qualified broker or financial advisor before making any actual investment or trading choices.)- Ends
Economic Times
23-07-2025
- Business
- Economic Times
Paytm shares in focus as Co swings to Rs 122 crore profit in Q1 from YoY loss
Operating revenue grew 28% YoY, supported by an increase in subscription-based merchants, higher Gross Merchandise Value (GMV), and growth in revenue from financial services distribution. Paytm's parent company, One 97 Communications, announced a consolidated net profit of Rs 122.5 crore in Q1FY26. The company had a loss of Rs 839 crore in the same quarter last year. Revenue from operations increased by 28% year-on-year to Rs 1,917 crore. This growth was supported by subscription-based merchants and higher Gross Merchandise Value. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Business highlights Shares of One 97 Communications, the parent company of fintech platform Paytm , will be in focus on Wednesday after the firm reported a consolidated net profit of Rs 122.5 crore in Q1FY26, marking a turnaround from a loss of Rs 839 crore in the same quarter last from operations rose 28% year-on-year (YoY) to Rs 1,917 crore, up from Rs 1,502 crore in Q1FY25. On a sequential basis, topline growth was marginal at 0.3%, compared to Rs 1,911 crore in Q4FY25, when the company had posted a net loss of Rs 540 revenue grew 28% YoY, supported by an increase in subscription-based merchants, higher Gross Merchandise Value (GMV), and growth in revenue from financial services profit rose 52% YoY to Rs 1,151 crore, with a contribution margin of 60%—a 10 percentage point improvement—driven by better net payment revenue, a greater share of financial services revenue, and lower direct contribution profit stood at Rs 1,151 crore, up 52% YoY, with a contribution margin of 60% (up 10 percentage points YoY), driven by improved net payment revenue, higher share of distribution of financial services revenue, and reduction in direct Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) and PAT turned profitable at Rs 72 crore (margin of 4%) and Rs 123 crore respectively, demonstrating AI-led operating leverage, disciplined cost structure and higher other income, the company filing Cash balance stood at Rs 12,872 crore, providing capital flexibility to expand merchant payments, distribution of financial services, and AI-led payment revenue was up 38% YoY to Rs 529 crore, led by growth in high-quality subscription merchants and an increase in payment processing of financial services revenue increased by 100% YoY to Rs 561 crore, driven by growth in merchant loans, trail revenue from Default Loss Guarantee (DLG) portfolio, and improved collection Read: 7 Nifty500 stocks with highest dividend yields. Do you own any? The Vijay Shekhar Sharma-led company in a statement claimed that its "undisputed leadership" in merchant payments continued in the quarter under review with 1.30 crore merchant device subscriptions across MSMEs and enterprise payment merchants.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
