In this conversation, we break down the latest Q2 earnings from Paytm and Delhivery, and decode what it means for investors. Our expert notes that while Paytm’s reported profit was impacted by a one-off adjustment, its operational performance remains strong, and the second half could see better traction in revenue and margins. With improving sentiment in the fintech space and Paytm’s inclusion in the MSCI Index, long-term investors with a 12–18 month horizon can consider it a structural opportunity. On the other hand, Delhivery’s Q2 loss and leadership changes raise concerns. Despite strong shipment volumes, inconsistency in earnings remains a key issue. The advice: hold and wait for clarity, rather than fresh buying.

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