paytm q1 results today: Paytm to report its Q1 results today. Here’s what you can expect

The decrease cost income is principally because of the excessive base within the previous March quarter as the corporate obtained UPI incentives.

Total, estimates are blended on the income entrance, with some analysts anticipating a progress of as much as 14%, whereas others are penciling in a flat and even decline through the first quarter.

YES Securities expects the income to develop as much as 14% quarter-on-quarter, whereas DART and Axis Capital are seeing a marginal drop.

For the quarter ended June, Paytm has already reported 37% year-on-year (YoY) progress in its GMV (gross merchandise worth), whereas the typical month-to-month transacting customers went up by 23% YoY.

The lending enterprise, which the corporate is betting closely on, recorded disbursements of Rs 14,845 crore, a YoY progress of 167% in Q1.The June quarter losses are anticipated to say no over the earlier yr’s interval however might rise when put next with 1 / 4 in the past.Within the previous March quarter, the funds supplier narrowed its loss considerably to Rs 168 crore from a yr in the past, whereas revenues jumped 52%. On the working degree, the corporate managed to rebound and reported an adjusted revenue of Rs 101 crore.

This is what brokerages anticipate from Paytm’s Q1YES SecuritiesWe forecast cost processing expenses (PPC) as a proportion of funds income to be at 62%, a metric that was 54% in 4QFY23 because of the UPI incentive.We arrive at a complete Bills (ex-PPC) progress of 9% QoQ, in contrast with a progress of two% in 4QFY23, leading to an EBITDA margin (ex different revenue and after ESOP price) of -7.8%, a deterioration of -227 bps QoQ as Paytm had obtained UPI incentives in 4QFY23.

DARTWe anticipate a decline of 1.7% QoQ progress in income because of decrease progress within the service provider cost enterprise. EBIT sequential decline primarily because of a base impact of UPI incentive in This autumn of Rs 49 crore.

PAT loss anticipated of Rs 370, because of decrease OI and better tax outgo.

Axis CapitalThe brokerage expects opex to be increased on the again of a rise in advertising and promotional bills together with increased worker prices (appraisal, employees addition).Contribution margin to be regular QoQ at 51% (ex-UPI incentives) helped by decrease processing expenses.

ICICI SecuritiesWe anticipate whole cost companies revenues to stay flat largely because of the increased base of Q4FY23. Revenues from monetary companies are anticipated to develop 12% regardless of an 18% QoQ improve within the whole worth of a mortgage disbursed in Q1FY24.

We’re at the moment anticipating flattish income within the cloud enterprise. Whole mounted can improve because of inflationary pattern because of which anticipate an EBITDA of Rs 72 crore towards Rs 100 crore in Q4FY23.

(Disclaimer: Suggestions, solutions, views and opinions given by the consultants are their very own. These don’t signify the views of Financial Instances)