Paytm Q2FY27 net profit jumps 10-fold to ₹225 crore, revenue up 28 %
One97 Communications set out an expansion in a quarterly results development for Q2FY27.
· BS Companies
One 97 Communications Ltd, the parent company that operates the brand Paytm, reported an over 10-fold rise in profit after tax to Rs 225 crore in the September quarter (Q2 FY27), from Rs 21 crore a year ago, on a reported basis, marking its sixth consecutive profitable quarter.
Key facts
- Period
- Q2FY27 and Q2 FY27
The analysis
One97 Communications reported ₹225 crore, Rs 21 crore and Rs 2,648 crore for Q2FY27, with movement of 28%, 90% and 10% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +2.4% on the day at ₹1,654.70, and has returned +28.9% over three months. It sits 11% below its 52-week high. The financial services sector has moved -13.2% over the same period, so One97 Communications is running 42.1 points ahead of its peers.
For One97 Communications, the question is how much of this is already reflected in the price and how much re-rates the financial services peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
- Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- In focus: One97 Communications (Paytm) (PAYTM), in Financial Services.
- Over three months: One97 Communications (Paytm) +28.9% against Financial Services -13.2% (42.1 points ahead).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| One97 Communications (Paytm)PAYTM · Financial Services | ₹1,654.70 | +2.4% | -1.1% | +28.9% | -10.6% | 0.7× | — |
Financial Services
1M -11.5% · 3M -13.2%
One97 Communications (Paytm)
Infrastructure
1M -12.1% · 3M -17.1%
Consumer & Retail
1M -7.6% · 3M -8.5%
Consumer Durables
1M -10.3% · 3M -13.1%
Prices as of 26 Oct 2026, 23:50 IST. Sector moves are the average of the stocks we track in each sector.
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