Business Update Neutral

2026-11-03 17:41

Concall Schedule Concall Date: Multiple dates between November 13, 2026 and November 27, 2026 Concall Time: As per scheduled investor meetings and conferences including Goldman Sachs CIO Tour, JM Financial India Xchange, J.P. Morgan APAC Conference, and MS Asia Pacific Summit.

Business Update Neutral

2026-11-03 17:39

Concall Schedule Concall Date: November 13, 2026 to November 27, 2026 Concall Time: Multiple investor meetings and conferences scheduled across various locations.

Business Update Positive

2026-10-30 19:41

Financial Performance & Current Trends - Reported 28% YoY revenue growth for two consecutive quarters (exceeding 30% excluding PIDF impact). - Net payment margin expanded to 9.0 bps (vs 8.5 bps earlier) driven by pricing discipline and exit from non-profitable large enterprise GMV. - Monthly Transacting Users (MTUs) accelerated with 5 million additions during the quarter. Management Guidance & Outlook - Guided for an incremental ~2.5 bps payment processing margin from UPI MDR rollout (translating to ~₹700+ Cr incremental EBITDA on ₹28 lakh Cr GMV base), which is expected to be largely bottom-line accretive. - Confident that absolute EBITDA will continue to expand QoQ despite any upfront charges from DLG mix changes. - Target is to sustain indirect cost growth at less than half of revenue/contribution margin growth, yielding structural operating leverage. Lending & Capital Allocation - Seeing healthy tailwinds in personal and merchant loan distribution; over 10 million of the 16 million merchant base are creditworthy/lendable. - H1 device capex stood at ~₹400 Cr and is expected to remain around similar run-rates. - Approved an enabling resolution to invest up to ₹500 Cr over 12 months into Paytm Cloud Technologies Ltd for funding international expansion. Growth Drivers & AI Strategy - Expanding proprietary AI stack for small merchants with commercial monetization through subscription and transaction fees expected to scale over 6–12 months. - Temporary spike in cloud and software expenses driven primarily by a one-off consolidation of online and offline payment architectures.

Business Update Positive

2026-10-30 19:40

Management Guidance & Outlook - Targeted UPI MDR upside of ~2.5 bps in payment processing margin is bottom-line accretive, translating to an estimated ₹700-900 Cr incremental EBITDA potential. - Targeting a one-third market share in consumer UPI payments driven by product and technology enhancements rather than cashback burn. - Indirect expenses targeted to grow at less than half the rate of contribution margin growth over a 3-4 quarter period, driving operating leverage. - Absolute EBITDA expected to sustain QoQ expansion despite any upfront Default Loss Guarantee (DLG) accounting charges. Growth Drivers & Operational Performance - Consolidated revenue maintained strong momentum with two consecutive quarters of 28% YoY growth (ex-PIDF in the 30s%), with healthy tailwinds across 85-90% of revenue lines. - Net payment margins improved to 9 bps (up from 8.5 bps) supported by disciplined pricing and exiting negative contribution margin enterprise contracts. - Added ~700,000 devices during the quarter; Monthly Transacting Users (MTUs) expanded by 5 million. - Credit distribution model scaling positively; management estimates over two-thirds of its 16 million device merchants represent creditworthy lending targets. Capex & Strategic Investments - Device rollout capex stood at ~₹400 Cr in H1 and is expected to stay at similar levels to ensure merchant engagement and funnel retention. - Board approved an enabling resolution of up to ₹500 Cr over 12 months for Paytm Cloud Technologies Limited (PCTL) to fund international ventures. - Software and cloud expense spike was primarily a one-time duplication cost from consolidating online and offline payment tech stacks, set to normalize after next quarter.

Business Update Neutral

2026-10-28 00:25

- Audio/video recording of Earnings Conference Call held on October 27, 2026 has been uploaded on the company's website. - The call pertained to financial results for the quarter and half year ended September 30, 2026. - Call commenced at 03:45 p.m. IST and concluded at 05:15 p.m. IST.

Business Update Neutral

2026-10-28 00:24

- Audio/video recording of Earnings Conference Call held on October 27, 2026, has been uploaded to the company's website. - The call pertained to financial results for the quarter and half year ended September 30, 2026.

Governance Neutral

2026-10-27 16:19

- One 97 Communications Limited has updated its Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information (UPSI). - The revised Code (Version 3.0) was approved by the Board of Directors on October 26, 2026, pursuant to Regulation 8(2) of the SEBI PIT Regulations. - The updated policy and framework will be hosted on the company's investor relations website.

Governance Neutral

2026-10-27 16:17

- One 97 Communications Limited submitted a disclosure under Regulation 8(2) of SEBI (Prohibition of Insider Trading) Regulations, 2015. - The disclosure pertains to the updated Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information (UPSI). - The updated Code (Version 3.0) was approved by the Board of Directors on October 26, 2026, and made effective from the same date.

Routine Neutral

2026-10-26 22:37

- One 97 Communications Limited informed the exchanges regarding the closure of its Board of Directors meeting. - The board meeting commenced at 07:51 p.m. (IST) and concluded at 10:15 p.m. (IST) on October 26, 2026.

Governance Neutral

2026-10-26 22:29

- One 97 Communications Limited notified the stock exchanges regarding the closure of its Board of Directors meeting on October 26, 2026. - The board meeting commenced at 07:51 p.m. (IST) and concluded at 10:15 p.m. (IST).

Financials Positive

2026-10-26 21:36

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹263Cr vs -₹49Cr PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2% (▲1,231bps)

Financials Neutral

2026-10-26 21:34

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹264Cr vs -₹51Cr (Turnaround YoY) PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2.5% (▲1250bps)

Financials Positive

2026-10-26 21:29

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹263Cr vs -₹50Cr (Turnaround YoY) PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2% (▲1200bps) Approved additional investment of up to ₹500Cr in wholly owned subsidiary Paytm Cloud Technologies Limited (PCTL) NPCI MDR implementation expected post-Diwali, projected to provide an indicative uplift of ~2.5 bps in Payments Processing Margin

Financials Positive

2026-10-26 21:29

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹263Cr vs -₹47Cr (Turnaround YoY) PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2% (▲1,221bps)

Financials Neutral

2026-10-26 21:23

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹264Cr vs -₹49Cr PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2% (▲1,238bps)

Financials Neutral

2026-10-26 21:21

CRITICAL RED FLAG DETECTED

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹264Cr vs ₹-51Cr (Turnaround YoY) PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10.0% vs -2.5% (▲1,247bps)

Financials Neutral

2026-10-26 21:04

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹264Cr vs -₹47Cr PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10.0% vs -2.3%

Financials Positive

2026-10-26 20:59

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,062Cr (▲28% YoY) EBITDA ₹270Cr vs ₹142Cr (▲90% YoY) PAT ₹225Cr vs ₹930Cr (▲-76% YoY) EBITDA Margin 10.2% vs 6.9% (▲330bps) - Merchant payments leadership expanding with 1.64 crore subscription paying merchants and merchant GMV growing 26% YoY to ₹7.1 lakh crore. - Financial services distribution revenue up 49% YoY to ₹912 crore, driven by strong growth in consumer and merchant loans. - AI diffusion across merchant and consumer businesses accelerating revenue growth and improving structural operating leverage.

Financials Positive

2026-10-26 20:57

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,062Cr (▲28% YoY) EBITDA ₹270Cr vs ₹142Cr (▲90% YoY) PAT ₹225Cr vs ₹(513)Cr EBITDA Margin 10.2% vs 6.9% (▲330bps) Merchant GMV grew 26% YoY to ₹7.1 Lakh Crore with subscription paying merchants at 1.64 Crore.

Financials Positive

2026-10-26 20:53

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28.5% YoY) EBITDA ₹264Cr vs ₹-51Cr PAT ₹225Cr vs ₹101Cr (▲122.8% YoY) EBITDA Margin 10.0% vs -2.5% (▲1,250bps)

Financials Neutral

2026-10-26 20:52

Q2 FY27 Consolidated Revenue ₹2,648Cr vs ₹2,061Cr (▲28% YoY) EBITDA ₹264Cr vs ₹-47Cr PAT ₹225Cr vs ₹21Cr (▲971% YoY) EBITDA Margin 10% vs -2% (▲1200bps)

Governance Neutral

2026-10-26 20:19

- One 97 Communications Limited approved the grant of 1,93,072 stock options under ESOP 2019. - Allotted 2,69,796 equity shares of face value ₹1 each upon exercise of vested options. - Total paid-up equity share capital increased from 64,21,07,701 to 64,23,77,497 equity shares. - Took note of 6,84,121 lapsed and cancelled stock options.

Routine Neutral

2026-10-26 20:18

- One 97 Communications has approved the grant of 1,93,072 stock options under its ESOP 2019 scheme at an exercise price of ₹9 per option. - The company noted 6,84,121 lapsed and cancelled stock options. - Allotted 2,69,796 equity shares of face value ₹1 each upon exercise of vested options, increasing the paid-up capital to 64,23,77,497 shares.

Routine Neutral

2026-10-26 20:18

- The Nomination and Remuneration Committee approved the grant of 1,93,072 stock options under ESOP 2019 at an exercise price of ₹9/- per option. - The company allotted 2,69,796 equity shares of face value ₹1/- each upon the exercise of vested options. - Consequent to the allotment, the paid-up equity share capital increased to ₹64,23,77,497 consisting of 64,23,77,497 equity shares. - A total of 6,84,121 stock options lapsed and were cancelled.

Routine Neutral

2026-10-26 20:13

- One 97 Communications approved the grant of 1,93,072 stock options under ESOP 2019 at an exercise price of ₹9 per option. - The company noted 6,84,121 lapsed and cancelled stock options. - Allotted 2,69,796 equity shares of face value ₹1 each upon exercise of vested options. - Total paid-up equity share capital increased to 64,23,77,497 equity shares.

Business Update Neutral

2026-10-14 17:06

Concall Schedule Concall Date: October 27, 2026 Concall Time: 03:45 p.m. to 04:30 p.m. (IST)

Business Update Neutral

2026-10-14 16:59

Concall Schedule Concall Date: Tuesday, October 27, 2026 Concall Time: 03:45 p.m. (IST) to 04:30 p.m. (IST)

Governance Neutral

2026-10-14 16:58

- Board meeting scheduled on Monday, October 26, 2026, to consider and approve Q2 and H1 FY27 unaudited financial results. - Earnings conference call scheduled for Tuesday, October 27, 2026, from 03:45 p.m. to 04:30 p.m. IST. - Trading window to remain closed until October 28, 2026.

Routine Neutral

2026-10-13 19:14

CRITICAL RED FLAG DETECTED

- First Games Technology Private Limited (FGTPL), a subsidiary of One 97 Communications, received a GST demand order reducing its proposed liability from INR 5,712 crore to INR 703.66 crore for the period between April 2018 and March 2023. - The order includes applicable penalties and interest, and FGTPL is currently evaluating its legal options. - One 97 Communications has confirmed there is no incremental financial impact on the company as FGTPL's carrying value of investment and share of profit/loss are already nil.

Routine Neutral

2026-10-13 19:12

- Subsidiary FGTPL received a GST demand order reducing liability from INR 5,712 crore to INR 703.66 crore plus penalty and interest for the period from April 2018 to March 2023. - There is no incremental financial impact on One 97 Communications Limited as FGTPL's investment carrying value is nil and operations are on a liquidation basis. - FGTPL is evaluating statutory options regarding the demand order.

Business Update Neutral

2026-10-13 14:33

- One 97 Communications Limited informed about an update regarding the levy of MDR on select UPI P2M transactions. - NPCI announced that the implementation of MDR on select P2M UPI transactions will be deferred until after Diwali, keeping the festive season in mind. - The exact implementation date will be notified separately by NPCI.

Business Update Neutral

2026-10-13 14:32

- One 97 Communications Limited announced an update regarding the levy of MDR on select UPI P2M transactions. - NPCI decided to defer the implementation of MDR on select P2M UPI transactions until after the festive season/Diwali. - The exact implementation date will be notified separately by NPCI.

Routine Neutral

2026-10-03 09:10

- One 97 Communications Limited has approved the allotment of 4,99,877 equity shares of face value ₹1 each. - Shares are allotted pursuant to the exercise of stock options under the One 97 Employees Stock Option Scheme 2019. - The paid-up equity share capital increases from ₹64,16,07,824 to ₹64,21,07,701.

Routine Neutral

2026-10-03 09:09

- One 97 Communications Limited has approved the allotment of 4,99,877 equity shares of face value ₹1 each under the One 97 Employees Stock Option Scheme 2019. - The exercise price per share is ₹9, with a premium of ₹8 per share. - Consequent to this allotment, the issued and paid-up equity share capital increased from ₹64,16,07,824 to ₹64,21,07,701.

Routine Neutral

2026-09-28 15:52

- Trading window for dealing in securities of the company will remain closed from October 01, 2026. - Window will reopen 48 hours after the declaration of financial results for the quarter and half year ended September 30, 2026.

Routine Neutral

2026-09-28 15:48

- Trading window for dealing in securities closed from October 01, 2026 for Designated Persons and their immediate relatives. - Window will reopen 48 hours after the declaration of financial results for the quarter and half year ended September 30, 2026.

Business Update Positive

2026-09-25 16:52

- One 97 Communications Limited completed the conversion of outstanding Optionally Convertible Debentures and Convertible Inter Corporate Deposit in its subsidiary, Little Internet Private Limited (LIPL), increasing its shareholding from 62.53% to 77.42%. - The company also completed an additional investment of INR 100 crore in its wholly-owned subsidiary, Paytm Money Limited (PML), via subscription to its Rights Issue of Equity Shares.

Business Update Positive

2026-09-25 16:47

- One 97 Communications Limited completed the conversion of outstanding Optionally Convertible Debentures and Convertible Inter Corporate Deposit in its subsidiary, Little Internet Private Limited (LIPL), increasing its shareholding from 62.53% to 77.42%. - The company also completed an additional investment of INR 100 crore in its wholly-owned subsidiary, Paytm Money Limited (PML), by subscribing to its Rights Issue of Equity Shares.

Governance Positive

2026-09-16 17:04

- One 97 Communications Limited (Paytm) announced the voting results of its 26th Annual General Meeting held on September 15, 2026. - All 9 resolutions were passed with overwhelming majority, including adoption of FY26 financial statements, re-appointment of directors, approval of KMP and director remuneration, and modification of IPO proceeds utilization.

Business Update Positive

2026-09-15 23:47

- NPCI introduced Merchant Discount Rate (MDR) up to 0.4% on UPI Person-to-Merchant (P2M) transactions exceeding ₹2,000, effective October 15, 2026. - This is expected to generate additional revenue for Paytm's merchant business, as these transactions were previously free for the company.

Business Update Positive

2026-09-15 23:46

- NPCI introduced a Merchant Discount Rate (MDR) of up to 0.4% on UPI Person-to-Merchant (P2M) transactions exceeding ₹2,000, effective October 15, 2026. - This is expected to generate additional revenue for Paytm's merchant business, as transactions previously free will now incur charges.

Governance Neutral

2026-09-15 16:17

- The 26th Annual General Meeting (AGM) of One 97 Communications Limited (Paytm) was held on September 15, 2026, via video conferencing, commencing at 09:30 a.m. and concluding at 11:26 a.m. (IST). - Key resolutions included adoption of financial statements for FY2025-26, re-appointment of a director, revision of MD & CEO remuneration, and approval of remuneration frameworks for Non-Executive/Independent Directors. - Other items involved variation in the utilization of IPO proceeds and timeline, and amendments to the ESOP scheme.

Business Update Neutral

2026-09-09 12:42

- One 97 Communications (Paytm) clarified a Bloomberg article titled "Paytm Bets on Workplace AI Agents in Pivot Beyond Payments" dated September 9, 2026. - The company stated its investments in AI capabilities, including a "revenue optimization journey of AI", were previously disclosed in its Q1 FY27 earnings release. - The media report does not contain any undisclosed material information requiring disclosure.

Business Update Neutral

2026-09-09 12:39

- Paytm clarified a September 9, 2026, Bloomberg article on its AI investments and "revenue optimization journey". - The company stated these initiatives were previously disclosed in its Q1 FY27 earnings on July 27, 2026, and the media report contained no new material undisclosed information.

Ownership Neutral

2026-09-01 21:20

- One 97 Communications Limited allotted 4,74,714 equity shares to employees under the One 97 Employees Stock Option Scheme 2019 on September 01, 2026. This increases the company's equity share capital. Shares were allotted at an exercise price of ₹9/- per share.

Ownership Neutral

2026-09-01 21:17

- Allotment of 4,74,714 equity shares to eligible employees under the One 97 Employees Stock Option Scheme 2019 on September 01, 2026.- The issued equity share capital increased from 64,11,33,110 to 64,16,07,824 shares.

Governance Neutral

2026-08-22 10:47

- The 26th Annual General Meeting (AGM) of One 97 Communications Limited will be held on Tuesday, September 15, 2026, at 09:30 a.m. (IST) via Video Conference/Other Audio-Visual Means. - The company dispatched letters to shareholders whose e-mail addresses are not registered, providing web-links to access the Notice of the AGM and the Annual Report for FY 2025-26.

Governance Neutral

2026-08-22 10:41

- One 97 Communications Limited (Paytm) announced its 26th Annual General Meeting (AGM) to be held on Tuesday, September 15, 2026, at 09:30 a.m. (IST) via Video Conference facility/Other Audio-Visual Means. - The company has dispatched letters to shareholders whose email addresses are not registered, providing web-links to access the Notice of AGM and Annual Report for FY 2025-26.

Routine Neutral

2026-08-21 19:40

New Filing detected. See link for details.

Routine Neutral

2026-08-21 19:39

New Filing detected. See link for details.

Ownership Negative

2026-08-20 08:39

- Resilient Asset Management B.V. sold 19,210,110 equity shares of One 97 Communications Limited (PAYTM) - The sale represented 3.00% of the total voting capital of the company - The transaction was conducted via open market on August 18, 2026 - Post-sale, Resilient Asset Management B.V.'s direct holding decreased from 10.2% to 7.2%

Ownership Neutral

2026-08-17 20:14

- Resilient Asset Management B.V. proposes a Block Market Trade to sell up to 4.98% shareholding in Paytm. - The economic value from the sale will be retained by Antfin under an existing OCD agreement. - The Company is not a party to the transaction, and the Founder's direct shareholding remains unchanged.

Ownership Neutral

2026-08-17 20:10

- Resilient Asset Management B.V. proposes to sell up to 4.98% shareholding in Paytm via a Block Market Trade under an existing OCD agreement with Antfin. Economic value will be retained by Antfin. Paytm is not a party, and Founder's direct shareholding remains unchanged.

Governance Negative

2026-08-12 23:43

CRITICAL RED FLAG DETECTED

- Paytm's Key Managerial Personnel received a Show Cause Notice from SEBI on August 11, 2026. This notice concerns the timing and classification of information as unpublished price sensitive information related to a December 06, 2023 corporate announcement. The company is evaluating the SCN and expects no financial impact.

Governance Negative

2026-08-12 23:42

CRITICAL RED FLAG DETECTED

- Company's Key Managerial Personnel (KMP) received a Show Cause Notice (SCN) from SEBI dated August 11, 2026. - SCN concerns the timing and classification of unpublished price sensitive information related to a corporate announcement dated December 06, 2023. - KMP are evaluating the SCN and will respond within the prescribed timelines. - No financial impact on the Company is expected.

Ownership Neutral

2026-08-02 08:32

- Allotment of 4,48,629 equity shares on August 1, 2026, to eligible employees under One 97 Employees Stock Option Scheme 2019. - This allotment increases the paid-up equity share capital from ₹64,06,84,481 to ₹64,11,33,110. - The exercise price for these shares was ₹9 per share.

Business Update Neutral

2026-07-29 16:42

- Schedule of Analyst/Investor Meetings - One 97 Communications Limited (Paytm) will participate in various one-on-one and group meetings with investors and analysts. - These meetings are scheduled from August 05, 2026, to September 22, 2026.

Business Update Positive

2026-07-29 10:20

- Paytm launched "Split Bills" feature on July 29, 2026, enabling users to track, split, and settle shared expenses within groups. - This new feature expands Paytm's financial life app proposition, allowing for easy expense management and settlement via Paytm UPI.

Business Update Positive

2026-07-27 11:55

- Q1 FY27 EBITDA margin at 8%, with management guiding for a ramp-up towards 15-20% EBITDA margin in the next 2-3 years. - Strong cash position of ₹13,500 crores, with the company becoming free cash flow generative. - Broad-based accelerated GMV growth (31% recently) and expects to continue investing in consumer & merchant expansion and financial services. - Postpaid business is ramping up, tracking twice as fast as the previous growth cycle, expected to add meaningfully to revenue and EBITDA in FY28. - AI is being leveraged for efficiency, cost optimization, and new revenue streams, with plans to offer AI services to third parties. - Three new independent board directors appointed to enhance focus on technology, business, finance, and globalization.

Business Update Neutral

2026-07-21 19:48

- Audio/video recording of the Earnings Conference Call for the quarter ended June 30, 2026, held on July 21, 2026, has been uploaded to the company's website. - The conference call was conducted from 03:30 p.m. to 04:30 p.m. (IST).

Financials Positive

2026-07-20 22:31

CRITICAL RED FLAG DETECTED

- Consolidated Revenue ₹2,448Cr vs ₹1,918Cr (▲27.63% YoY) - EBITDA ₹203Cr vs ₹55Cr (▲269% YoY) - PAT ₹220Cr vs ₹123Cr (▲78.86% YoY) - EBITDA Margin 8.29% vs 2.87% (▲542bps)

Financials Negative

2026-07-20 22:29

CRITICAL RED FLAG DETECTED

- Consolidated Revenue ₹2,448 Cr vs ₹1,918 Cr (▲27.63% YoY) - EBITDA ₹203 Cr vs ₹72 Cr (▲181.94% YoY) - PAT ₹220 Cr vs ₹123 Cr (▲78.86% YoY) - EBITDA Margin 8.29% vs 3.75% (▲454bps) - The Board approved appointment of a new director, up to ₹100 Cr investment in Paytm Money, revised IPO proceeds utilization, and decided not to proceed with a bonus issue. Regulatory concerns include a ₹611 Cr FEMA SCN and RBI cancelling Paytm Payments Bank's license.

Financials Negative

2026-07-20 22:25

CRITICAL RED FLAG DETECTED

- Consolidated Revenue ₹2,448Cr vs ₹1,918Cr (▲27.6% YoY) - EBITDA ₹385Cr vs ₹313Cr (▲23.0% YoY) - PAT ₹220Cr vs ₹123Cr (▲78.9% YoY) - EBITDA Margin 15.74% vs 16.32% (▼58bps)

Financials Positive

2026-07-20 22:14

- Consolidated Revenue ₹2,448 Cr vs ₹1,913 Cr (▲28% YoY) - EBITDA ₹203 Cr vs ₹72 Cr (▲182% YoY), highest ever quarterly EBITDA - EBITDA Margin 8.3% vs 3.8% (▲450bps)

Financials Positive

2026-07-20 22:07

CRITICAL RED FLAG DETECTED

- Consolidated Revenue ₹2,448Cr vs ₹1,918Cr (▲28% YoY) - EBITDA ₹203Cr vs ₹55Cr (▲269% YoY) - PAT ₹220Cr vs ₹123Cr (▲79% YoY) - EBITDA Margin 8.29% vs 2.87% (▲542bps)

Business Update Neutral

2026-07-20 18:22

- NRC approved the grant of 15,42,117 stock options under ESOP 2019 to eligible employees. - The exercise price is ₹9 per stock option. - The committee also noted 5,87,147 lapsed stock options.

Governance Neutral

2026-07-15 22:00

- Board meeting scheduled for July 20, 2026, to approve Q1 FY27 financial results and consider bonus share issuance. - Earnings conference call scheduled for July 21, 2026, from 3:30 PM to 4:15 PM IST.

Routine Neutral

2026-07-09 20:28

New Filing detected. See link for details.

Governance Positive

2026-07-03 21:28

- The Board of Directors approved the appointment of Mr. Narasinganallore Venkatesh Srinivasan and Ms. Sachee Trivedi as Non-Executive Independent Directors, effective July 05, 2026. - Ms. Urvashi Sahai resigned from the office of Whole-time Director and KMP, effective July 05, 2026, to focus on her executive responsibilities as General Counsel & Senior Vice President - Legal within the Company. - Mr. Anuj Mittal, Mr. Avijit Jain, and Mr. Vikash Jalan were designated as additional Senior Management Personnel, effective July 03, 2026.

Governance Neutral

2026-07-03 21:25

CRITICAL RED FLAG DETECTED

- Board appointed Mr. Narasinganallore Venkatesh Srinivasan and Ms. Sachee Trivedi as Non-Executive Independent Directors for 3 years, effective July 05, 2026. - Ms. Urvashi Sahai resigned from the office of Whole-time Director and Key Managerial Personnel, effective July 05, 2026, to focus on executive responsibilities. She will continue as General Counsel & Senior Vice President - Legal (Senior Managerial Personnel). - Mr. Anuj Mittal, Mr. Avijit Jain, and Mr. Vikash Jalan were designated as additional Senior Management Personnel, effective July 03, 2026.

Governance Negative

2026-07-03 21:21

CRITICAL RED FLAG DETECTED

- Two Non-Executive Independent Directors appointed from July 05, 2026. - Ms. U. Sahai resigned as Whole-time Director & KMP (effective July 05, 2026), but remains General Counsel. - Three new Senior Management Personnel designated from July 03, 2026.

Ownership Neutral

2026-07-03 20:22

- Allotment of 3,47,475 equity shares on July 03, 2026, under One 97 Employees Stock Option Scheme 2019. - Equity share capital increased from ₹64,03,37,006 to ₹64,06,84,481. - Exercise price per share is ₹9/-.

Business Update Positive

2026-07-03 08:06

- Paytm Europe Payments S.A., a wholly-owned subsidiary of One 97 Communications Limited, has been granted a Payment Institution License by the Commission de Surveillance du Secteur Financier (CSSF), Luxembourg. - Effective July 02, 2026, this license allows the subsidiary to provide payment transaction execution (including credit transfers and standing orders) and payment acquisition services.

Ownership Neutral

2026-06-26 17:18

- Trading window for Designated Persons and their immediate relatives to remain closed from July 01, 2026. - The window will reopen 48 hours after the announcement of financial results for the quarter ended June 30, 2026.

Governance Negative

2026-06-04 21:14

CRITICAL RED FLAG DETECTED

- Independent Director Mr. Ashit Ranjit Lilani withdrew consent for re-appointment for a second term, concluding his tenure on July 04, 2026, citing other professional commitments. - Company also approved Default Loss Guarantee of up to ₹90 crore with each lending partner for loan distribution.

Governance Negative

2026-06-04 21:06

CRITICAL RED FLAG DETECTED

- The company approved providing a Default Loss Guarantee (DLG) of up to ₹90 crore (Indian Rupees Ninety Crores) to each of its lending partners (Muthoot Fincorp Limited and Kisetsu Saison Finance (India) Private Limited), under its existing loan distribution model. This guarantee will be in the form of Fixed Deposits or Bank Guarantees. - Mr. Ashit Ranjit Lilani, a Non-Executive Independent Director, withdrew his consent for re-appointment for a second term due to other professional commitments. His current term will conclude on July 04, 2026, after which he will cease to be a Director and relinquish all committee positions.

Ownership Neutral

2026-06-02 15:43

- Allotment of 1,56,826 equity shares to eligible employees under One 97 Employees Stock Option Scheme 2019. - The issued and paid-up equity share capital increased from ₹64,01,80,180 to ₹64,03,37,006. - Shares were allotted on June 02, 2026.

Business Update Positive

2026-06-01 20:06

- One 97 Communications' subsidiary completed an additional EUR 9 million investment in its wholly-owned step-down subsidiary, Paytm Europe Payments S.A. on June 01, 2026.

Business Update Neutral

2026-05-28 16:11

One 97 Communications Limited (Paytm) announced its participation in analysts' and investors' meetings/conferences (Non-Deal Roadshow) in Tokyo, Japan on June 25, 2026, and June 26, 2026. The meetings will include both one-on-one and group interactions.

Business Update Neutral

2026-05-27 21:33

One 97 Communications Limited (Paytm) announced that the Supreme Court upheld the 28% GST levy on online gaming. Its subsidiary, First Games Technology Private Limited (FGTPL), which discontinued its online gaming business in August 2025, had received a ₹5,712 crore GST show-cause notice. Paytm clarified that the matter relates to FGTPL's discontinued business and, with the carrying value of investment in FGTPL already nil as of March 31, 2026, there is no incremental impact on OCL's consolidated financial statements or operations.

Business Update Neutral

2026-05-26 17:23

One 97 Communications Limited (Paytm) disclosed its schedule for participating in Analysts' and Investors' Meetings/Conferences during June 2026. The company will engage in one-on-one and group meetings with various institutions including Bank of America, Morgan Stanley, Citi, ICICI Securities, JM Financial, and Antique Fintech, all to be held in Mumbai. No unpublished price sensitive information will be shared.

Business Update Positive

2026-05-25 17:10

One 97 Communications Limited's wholly-owned subsidiary, Paytm Cloud Technologies Limited (PCTL), approved an additional investment of EUR 9 million in its wholly-owned subsidiary, Paytm Europe Payments S.A. The investment involves subscribing to 9 million equity shares of EUR 1 each, aiming to increase the paid-up capital to support Paytm Europe's business requirements. Paytm Europe was incorporated on January 12, 2026, and is in the process of initiating business in Europe.

Business Update Positive

2026-05-18 09:05

Paytm (One 97 Communications Limited) has launched 'Paytm Pocket Money', enabling teenagers to make UPI payments without a bank account. Parents can set monthly spending limits (up to ₹15,000) and individual payment caps (₹5,000), and monitor expenses in real-time. This initiative provides safe, controlled digital payments for teenagers and promotes financial discipline.

Business Update Positive

2026-05-12 16:50

Management provided an optimistic outlook for FY27, expecting revenue growth acceleration across all segments including payments (online and offline merchants, UPI credit), financial services (merchant loans, personal loans, wealth management), and recovering marketing services. They anticipate achieving aspirational EBITDA margins of 15-20% within 2.5-3 years, driven by significant operating leverage and AI efficiencies. The current merchant loan penetration is approximately 7%, with substantial room for expansion. All new investments are planned for AI to enhance existing customer and merchant experiences, with no material capital investment foreseen. Management reiterated that the PPBL ban has no impact on One 97 Communications Limited (OCL) and confirmed commitment to securing a wallet license, while not pursuing an NBFC license.

Business Update Neutral

2026-05-07 16:54

One 97 Communications Limited (Paytm) announced the uploading of the audio recording of its Earnings Conference Call, held on May 07, 2026. The call, which discussed the financial results for the quarter and financial year ended March 31, 2026, was conducted from 08:00 a.m. to 09:00 a.m. IST and is now available on the company's website.

Business Update Neutral

2026-05-07 16:45

One 97 Communications Limited (Paytm) will participate in various analysts' and investors' meetings and conferences from May 18-20, 2026. These engagements include the Citi Flagship Overseas Conference, Goldman Sachs Asia Communacopia + Technology Conference, Motilal Oswal Annual Singapore Corporate Day, and Macquarie Asia Conference 2026, alongside one-on-one investor meetings in Singapore and Hong Kong. The company noted that no unpublished price sensitive information would be shared.

Governance Neutral

2026-05-06 20:49

One 97 Communications Limited's Nomination and Remuneration Committee met on May 06, 2026, approving the grant of 1,77,044 stock options to eligible employees under ESOP 2019. The committee also noted 4,90,055 lapsed/cancelled options and approved the allotment of 70,504 equity shares upon exercise of vested options. This increased the company's paid-up equity share capital from 64,01,09,676 to 64,01,80,180 shares.

Ownership Neutral

2026-05-06 20:46

Paytm (One 97 Communications Limited) announced that its Nomination and Remuneration Committee (NRC) approved the grant of 1,77,044 stock options to eligible employees under ESOP 2019 on May 6, 2026. Concurrently, 70,504 equity shares (face value ₹1, exercise price ₹9) were allotted to employees upon exercising vested options, increasing the total issued share capital from 64,01,09,676 to 64,01,80,180 shares. The committee also took note of 4,90,055 lapsed and cancelled stock options.

Financials Negative

2026-05-06 20:36

CRITICAL RED FLAG DETECTED

The Board of Directors of One 97 Communications Limited approved the Audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2026. Mr. Ashit Ranjit Lilani was re-appointed as a Non-Executive Independent Director for a second 5-year term from July 05, 2026, to July 04, 2031. The auditor's report included an 'Emphasis of Matter' regarding a Show Cause Notice from the Directorate of Enforcement concerning alleged contraventions of FEMA provisions by the company and two subsidiaries.

Financials Negative

2026-05-06 20:33

CRITICAL RED FLAG DETECTED

The Board of Directors of One 97 Communications Limited approved the audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2026. Additionally, Mr. Ashit Ranjit Lilani was re-appointed as a Non-Executive Independent Director for a second five-year term. The auditor's report includes an 'Emphasis of Matter' regarding a Show Cause Notice from the Directorate of Enforcement alleging contraventions of certain provisions of the Foreign Exchange Management Act (FEMA) against the company and two subsidiaries.

Financials Positive

2026-05-06 20:27

Reported Operating Revenue for Q4 FY2026 was ₹2,264 Cr vs ₹1,911 Cr in Q4 FY2025 (▲18% YoY). EBITDA was ₹132 Cr vs (₹88) Cr (▲₹220 Cr YoY improvement). EBITDA Margin expanded to 6% from (5%) (▲1100 bps).

Financials Neutral

2026-05-06 20:24

CRITICAL RED FLAG DETECTED

Consolidated Revenue for Q4 FY26 stood at ₹2,264Cr compared to ₹1,912Cr in Q4 FY25 (▲18.41% YoY). Consolidated EBITDA for Q4 FY26 was ₹153Cr, a significant turnaround from a loss of ₹611Cr in Q4 FY25. Consolidated PAT for Q4 FY26 was ₹183Cr, also turning positive from a loss of ₹545Cr in Q4 FY25. EBITDA Margin improved to 6.76% from -31.96% YoY. Additionally, the company disclosed receiving a Show Cause Notice from the Directorate of Enforcement for alleged FEMA contraventions, and re-appointed Mr. Ashit Ranjit Lilani as Non-Executive Independent Director.

Financials Neutral

2026-04-28 18:07

One 97 Communications will hold a Board Meeting on May 06, 2026, to approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026. An earnings conference call is scheduled for May 07, 2026, and the trading window will close on May 08, 2026.

Business Update Negative

2026-04-25 20:04

CRITICAL RED FLAG DETECTED

Paytm Payments Bank Limited (PPBL), an associate company, is winding up following RBI's license cancellation effective April 24, 2026. PPBL's Board approved winding-up on April 25, 2026. One 97 Communications (Paytm) asserts no material impact on its business and services will continue uninterrupted.

Business Update Negative

2026-04-24 21:41

CRITICAL RED FLAG DETECTED

RBI cancelled Paytm Payments Bank Limited's (PPBL) banking license on April 24, 2026. One 97 Communications (Paytm) states no direct financial or business impact, as PPBL operates independently, services remain operational, and investment was already impaired.

Routine Neutral

2026-04-16 21:19

New Filing detected. See link for details.

Routine Neutral

2026-04-16 21:09

New Filing detected. See link for details.

Ownership Positive

2026-04-15 15:08

Paytm announced becoming an Indian Owned and Controlled Company (IOCC) in Q4 FY26, with domestic investors holding 50.3% of equity. Domestic institutional ownership rose to 23.1% in Q4 FY26 from 14.0% in Q4 FY25, and mutual funds increased holdings to 16.6% from 14.3% in the preceding quarter.

Routine Neutral

2026-04-10 23:20

New Filing detected. See link for details.

Ownership Neutral

2026-04-01 21:57

One 97 Communications Limited allotted 63,995 equity shares on April 01, 2026, to employees exercising stock options under ESOP 2019 and 2008. The company's paid-up equity share capital increased from ₹64,00,45,681 to ₹64,01,09,676.

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