{"id":169752,"date":"2025-08-05T03:09:20","date_gmt":"2025-08-05T07:09:20","guid":{"rendered":"https:\/\/44.250.171.167\/?p=169752"},"modified":"2025-08-05T03:09:20","modified_gmt":"2025-08-05T07:09:20","slug":"one-97-communications-ltd-q1-fy26-earnings-results-28-rise-in-revenue","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/one-97-communications-ltd-q1-fy26-earnings-results-28-rise-in-revenue\/","title":{"rendered":"One 97 Communications Ltd Q1 FY26 Earnings Results &#8211; 28% rise in Revenue"},"content":{"rendered":"<p>Incorporated in 2000, One 97 Communications Ltd is India&#8217;s leading digital ecosystem for consumers as well as merchants. As of March 31, 2021, the company has a 333 million+ client base and 21 million+ registered merchants to whom it offers payment services, financial services, and commerce and cloud services. Presenting below are its Q1 FY26 earnings.<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"\" class=\"mb-2 mt-6 text-base font-[500] first:mt-0 md:text-lg dark:font-[475] [hr+&amp;]:mt-4\">Q1 FY26 Earnings Summary<\/h2>\n<ul class=\"marker:text-textOff list-disc\">\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Consolidated Revenue\u00a0from Operations:<\/strong> \u20b91,918 crore, up 27.7% year-over-year (YoY) from \u20b91,502 crore in Q1 FY25.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Net Profit (PAT):<\/strong> \u20b9122 Crore, swinging to profit from a loss of \u20b9839 crore YoY\u2014Paytm\u2019s first-ever quarterly profit at both EBITDA and PAT levels.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>EBITDA:<\/strong> \u20b972 crore (margin ~4%).<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Contribution Profit:<\/strong>\u00a0\u20b91,151 crore, up 52% YoY; contribution\u00a0margin of 60%, up\u00a010 percentage\u00a0points YoY.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Net Payment Revenue:<\/strong>\u00a0\u20b9529 crore, up 38% YoY, driven\u00a0by growth in\u00a0subscription\u00a0merchants and\u00a0increased payment\u00a0processing margins.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Financial Services\u00a0Revenue:<\/strong>\u00a0\u20b9561 crore, up\u00a0100% YoY, led\u00a0by strong growth\u00a0in merchant loans, trail revenue\u00a0from the Default\u00a0Loss Guarantee\u00a0(DLG) portfolio, and improved\u00a0collection performance.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Merchant Device\u00a0Subscriptions:<\/strong>\u00a01.30 crore as\u00a0of June 2025, maintaining\u00a0leadership in\u00a0merchant payments.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Other Notes:<\/strong>\u00a0Cash balance\u00a0of \u20b912,872 crore, providing strategic\u00a0flexibility to\u00a0invest and grow.<\/p>\n<\/li>\n<\/ul>\n<h3 class=\"mb-2 mt-6 text-base font-[500] first:mt-0 md:text-lg dark:font-[475] [hr+&amp;]:mt-4\">Key\u00a0Management Commentary\u00a0&amp; Strategic Highlights<\/h3>\n<ul class=\"marker:text-textOff list-disc\">\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\">Management\u00a0celebrated Paytm\u2019s landmark\u00a0quarter achieving\u00a0profitability\u00a0across EBITDA\u00a0and PAT, attributing this to AI-led operating\u00a0leverage, disciplined\u00a0cost control, and robust revenue\u00a0growth in merchant\u00a0services and\u00a0financial distribution.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\">The\u00a0company\u2019s leadership\u00a0reaffirmed guidance\u00a0to exit FY26 with\u00a0significantly\u00a0better margins, targeting an\u00a0EBITDA margin\u00a0of 15\u201320% longer\u00a0term.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\">Focus\u00a0areas include\u00a0deepening product-led growth, continued\u00a0operational efficiency, and a payments-first business\u00a0strategy.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\">Plans\u00a0to move away\u00a0from the \u201csuper-app\u201d approach, re-emphasizing payments\u00a0as the business\u00a0core.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\">Expectation to <a href=\"https:\/\/www.bseindia.com\/xml-data\/corpfiling\/AttachHis\/b43a6045-18c4-4a84-ac60-54c24ee45770.pdf\" target=\"_blank\" rel=\"noopener\">sustain\u00a0contribution\u00a0margins<\/a> (already at\u00a060%) and further\u00a0improve overall\u00a0profitability\u00a0by tight cost\u00a0control and digital\u00a0innovation.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-169753\" src=\"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3-839x1024.png\" alt=\"PAYTM Q1 FY26 Earnings Results\" width=\"640\" height=\"781\" srcset=\"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3-839x1024.png 839w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3-246x300.png 246w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3-768x937.png 768w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3-1259x1536.png 1259w, https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3.png 1489w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"\" class=\"mb-2 mt-6 text-base font-[500] first:mt-0 md:text-lg dark:font-[475] [hr+&amp;]:mt-4\">Q4 FY25 Earnings Summary<\/h2>\n<ul class=\"marker:text-textOff list-disc\">\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Consolidated Revenue:<\/strong>\u00a0\u20b91,911 crore, down ~16% YoY, but up 5% sequentially.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Net Profit (Loss):<\/strong>\u00a0Loss\u00a0of \u20b923 crore\u00a0(excluding a\u00a0\u20b9522 crore exceptional\u00a0ESOP-related charge; reported loss\u00a0was \u20b9540 crore).<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>EBITDA Before\u00a0ESOP:<\/strong>\u00a0Positive\u00a0\u20b981 crore.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Contribution Profit:<\/strong>\u00a0\u20b91,071 crore, up 12% sequentially; margin 56%.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Merchant Loan\u00a0Disbursement:<\/strong>\u00a0\u20b94,315 crore, with\u00a0strong repeat\u00a0borrower base.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Cash Balance:<\/strong>\u00a0\u20b912,809 crore; healthy financial\u00a0position for\u00a0future investments.<\/p>\n<\/li>\n<li>\n<p class=\"animate-in fade-in-25 duration-700 my-0\"><strong>Key Context:<\/strong>\u00a0Q4 saw strong operational\u00a0metrics, margin\u00a0improvement, but\u00a0also a large\u00a0one-off cost\u00a0related to ESOPs.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>To view the company&#8217;s previous earnings, <a href=\"https:\/\/44.250.171.167\/?post_type=post&amp;s=paytm\">click here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Incorporated in 2000, One 97 Communications Ltd is India&#8217;s leading digital ecosystem for consumers as well as merchants. As of March 31, 2021, the company has a 333 million+ client base and 21 million+ registered merchants to whom it offers payment services, financial services, and commerce and cloud services. Presenting below are its Q1 FY26 [&hellip;]<\/p>\n","protected":false},"author":1863,"featured_media":169753,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[105,8],"tags":[14332],"class_list":["post-169752","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-infographics","category-technology-stocks","tag-payment-aggregator"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/1-3.png","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":172115,"url":"https:\/\/alphastreet.com\/india\/paytm-q2-fy26-earnings-results\/","url_meta":{"origin":169752,"position":0},"title":"Paytm Q2 FY26 Earnings Results","author":"Chirag Gupta","date":"November 5, 2025","format":false,"excerpt":"Incorporated in 2000, One 97 Communications Ltd is India's leading digital ecosystem for consumers as well as merchants. As of March 31, 2021, the company has a 333 million+ client base and 21 million+ registered merchants to whom it offers payment services, financial services, and commerce and cloud services. Q2\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"Paytm Q2 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/11\/Paytm-Q2-FY26-Earnings-Results.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":169876,"url":"https:\/\/alphastreet.com\/india\/page-industries-q1-fy26-earnings-results\/","url_meta":{"origin":169752,"position":1},"title":"Page Industries Q1 FY26 Earnings Results","author":"Chirag Gupta","date":"August 7, 2025","format":false,"excerpt":"Incorporated in 1995, Page Industries Limited is the exclusive licensee of JOCKEY International Inc. for manufacturing, distribution, and marketing of the JOCKEY\u00ae brand in India, Sri Lanka, Bangladesh, Nepal, and the UAE. 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Ambani's family has about 50% shareholding in the conglomerate. Presenting below are its Q1 FY26 earnings. \u00a0 Q1 FY26 Earnings Summary Consolidated Revenue:\u00a0\u20b92,73,252 crore, up 6% year-over-year (YoY). Revenue from Operations:\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"Reliance Industries Q1 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/3-3.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":169548,"url":"https:\/\/alphastreet.com\/india\/strides-pharma-science-ltd-q1-fy26-earnings-results-97-fall-in-profits\/","url_meta":{"origin":169752,"position":3},"title":"Strides Pharma Science Ltd Q1 FY26 Earnings Results &#8211; 97% fall in Profits","author":"Chirag Gupta","date":"July 30, 2025","format":false,"excerpt":"Strides Pharma Science Ltd is in the business of development and manufacturing of pharmaceutical products. 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It is headquartered in Hyderabad, India. It is a global A2P(application to person) messaging platform provider. Presenting below are its Q1 FY26 earnings results. \u00a0 Q1 FY26 Earnings\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"Tanla Platforms Q1 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/2-10.png?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/169752","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1863"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=169752"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/169752\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/169753"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=169752"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=169752"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=169752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}