PAYTM One 97 Q2 FY26 results (Jul–Sep 2025) and concall
One 97 reported Q2 FY26 results with a strong focus on strategic growth drivers and operational efficiencies. The company saw improved payment processing margins and is aggressively expanding its merchant ecosystem, adding 5,000 sales employees. AI is being integrated as a key revenue generator, and the non-DLG outstanding book grew over 80% QoQ. While facing headwinds in marketing services and personal loans, management expressed confidence in sustainable margin improvements and future monetization opportunities.
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What they filed
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|
| Revenue | 1,828 | 1,912 | 1,918 | 2,061 |
| EBITDA | -223 | -88 | 72 | 140 |
| Net profit | -208 | -545 | 123 | 21 |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
