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(22 Oct 2024, 14:40)

Paytm drops after reporting Q2 numbers

One 97 Communications (Paytm) reported profit after Tax (PAT) of Rs 930 crore in Q2 FY25, including exceptional gain of Rs 1,345 crore on account of sale of entertainment ticketing business.


The company reported net loss of Rs 292 crore in Q2 FY24 and a net loss of Rs 840 crore Q1 FY25.

Paytm's operating revenue for Q2 FY25 reached Rs 1,660 crore, marking an impressive 11% quarter-over-quarter (QoQ) increase. The contribution margin expanded to 54%, up from 50.44% in the previous quarter. This translated to a contribution profit of Rs 894 crore, a substantial 18% QoQ growth.

EBITDA before ESOP improved by Rs 359 crore QoQ to Rs -186 crore and the company remains committed to reach EBITDA before ESOP profitability by Q4 FY 2025.

During the quarter, the firm completed the transaction to sell its entertainment ticketing business to Zomato Limited. The final price, after working capital adjustments, was Rs 2,014 crore, leading to gains of Rs 1,345 crore, which is reported under the exceptional items in the P&L. This transaction has resulted in further strengthening our balance sheet with a cash balance of Rs 9,999 crore.

Payment services revenue reached Rs 981 crore, a 9% increase from Q1 FY25. The net payment margin expanded to Rs 465 crore, up 21% QoQ. Gross merchandise value (GMV) processed through the Paytm platform reached Rs 4.5 lakh crore, a 5% QoQ increase.

The number of merchant subscribers for Paytm devices reached 1.12 crore as of September 2024, an increase of 3 lakh from the previous quarter. Financial services revenue was Rs 376 Cr, up 34% QoQ, on account of increase in collection bonus in merchant loans due to better asset quality trends, and higher share of merchant loans.

Paytm said it is prioritizing compliance, merchant payment innovation, customer acquisition, cross-selling financial services, and leveraging AI to reduce costs. This strategy aims to drive sustainable growth and profitability.

Shares of Paytm were currently down 3.85% at Rs 697.90. Paytm is India's leading mobile payments and financial services distribution company.


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