Airtel Payments Bank Q1 revenue rises 6.8% YoY to ₹830.5 crore
Airtel Payments Bank reported Q1 FY2026-27 net profit of ₹19 crore, up 82% YoY, while EBITDA grew 31% to ₹107.5 crore. Monthly transacting savings-account users reached 29.5 million and annualised GMV stood at ₹4,523 billion, supported by digital payments, transit, merchant and rural banking growth.
What happened
Airtel Payments Bank reported Q1 FY27 revenue of ₹830.5 crore and net profit of ₹19 crore, with growth in digital payments, transit, merchant solutions and
Key facts
- Annualised revenue: ₹3,300 crore+
- Q1 FY2026-27 revenue: ₹830.5 crore
- Q1 FY2025-26 revenue: ₹777.4 crore
- Revenue growth: 6.8% YoY
- Q1 net profit: ₹19 crore
- Net profit growth: 82% YoY
- EBITDA: ₹107.5 crore
- EBITDA growth: 31% YoY
- Customer balances: ₹4,389 crore
- Customer balance growth: 17% YoY
- Monthly transacting savings-account users: 29.5 million
- User growth: 23% YoY
- Annualised GMV: ₹4,523 billion
- NCMC issued: 6.5 million+
- Active rural banking points: 500,000+
Why this matters
With 29.5 million active savings-account users and ₹4,523 billion in annualised GMV, Airtel Payments Bank is becoming a more consequential distribution and payments-platform partner for merchants, transit and rural-finance ecosystems.
What to watch
- Quarterly growth in monthly transacting users versus total account growth.
- Revenue yield per unit of GMV and per active savings-account user.
- Customer-balance growth, CASA-like funding stability and interest-income contribution.
- Merchant acquisition costs, cashback/incentive intensity and EBITDA margin progression.
- RBI rules affecting payments-bank deposits, lending partnerships, KYC or transaction economics.
- Scale of transit, rural banking and merchant-payment contribution to revenue.
- Expand merchant QR, transit and offline acceptance partnerships to convert GMV growth into recurring fee revenue.
- Use the 29.5 million transacting savings users for targeted cross-sell of remittances, insurance and business banking services.
- Prioritise balance growth and transaction frequency over costly customer acquisition, preserving EBITDA expansion.
- Deepen rural agent and assisted-digital networks where conventional banks have weaker reach.