Paytm

Global financial institutions, including Goldman Sachs, Societe Generale, and Citigroup Global Markets, have collectively acquired a 1.34 per cent stake in One 97 Communications, the parent company of Paytm, from SAIF Partners and Elevation Capital for Rs 963 crore through open market transactions. Other foreign investors participating in the transaction included Ghisallo Capital Management, BNP Paribas, Copthall Mauritius Investment, and Hong Kong-based Viridian Asset Management. Among domestic institutional investors, Sundaram Mutual Fund (MF), Nippon India MF, Edelweiss Mutual Fund and India Acorn ICAV also bought shares of the fintech firm, as per the block deal data executed on the BSE on Friday. These entities collectively purchased a total of 85.98 lakh shares on the exchange, representing a 1.34 per cent stake in Noida-based One97 Communications. The shares were bought at an average price of Rs 1,120.65 apiece, taking the transaction value to Rs 963.60 crore. Meanwhile, Ho

FPIs have reduced shareholding in large-cap stocks like HDFC Bank, Reliance and Infosys since 2022 while increasing exposure to Paytm, Eternal, Polycab and healthcare stocks, ICICI Securities said

Larger platforms like PB Fintech and One97 Communications (Paytm) have closely tracked or slightly underperformed the Nifty 50, displaying far better resilience than sub-scale players

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Company will instead focus on existing model of credit distribution, in partnership with other lenders

Fintech major One97 Communications (Paytm) has reported a consolidated profit of Rs 183 crore in the January-March quarter of FY26, on the back of strong tailwinds in its core payments business, growth in merchant and personal loans, and its most profitable quarter on the consumer side in the last two years. This marks a big turnaround for Paytm, which posted a loss of Rs 545 crore in the same period a year ago. Paytm's revenue from operations grew by 18.4 per cent to Rs 2,264 crore in Q4 FY26, from Rs 1,912 crore in Q4 FY25. "We are seeing strong tailwinds in payments, both in offline merchants as well as online merchants... We are also seeing very good growth in financial services... and we are now seeing recovery in personal loans and market share growth in wealth," Paytm President and Group CFO Madhur Deora said during the company's earnings call on Thursday. Further, He noted the impact of consumer-level unit economics, adding, "We have had the best quarter from a profitable .

Paytm in Q4FY26 reported a profit of ₹183 crore versus a loss of ₹545 crore in a year-ago period. Post results, Gaurang Shah said he has a positive view on Paytm for long-term and recommends 'Buy'.

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One97 Communications reported a consolidated net profit of Rs 184 crore in Q4 FY26, supported by higher revenue and controlled indirect expenses

Q4FY26 company results: Firms including Shree Cements, Godrej Consumer Products, PB Fintech, Blue Star, and Raymond Lifestyle are also to release their January-March earnings today

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The Reserve Bank of India (RBI) has cancelled the licence of Paytm Payments Bank, more than two years after the regulator imposed business curbs on the company over violations,

RBI's revocation of Paytm Payments Bank licence raises questions on governance lapses and what it means for One97 Communications' ambition to build a full-stack financial services platform

Axis Bank and Paytm opened with a negative gap, dipping up to 8% in Monday's trading session. Angel One's technical analyst warns that this bearish gap may weigh on sentiment at these 2 counters.

Global brokerage firm Jefferies has reiterated its "Buy" rating on Paytm (One 97 Communications Ltd), stating that the company's growth engine and profitability will remain intact despite regulatory action on its associate entity Paytm Payments Bank Ltd (PPBL). The company has maintained its price target of Rs 1,350, implying an 18 per cent upside. In its latest report, Jefferies stated that Paytm had already undertaken comprehensive structural changes over the past two years, following the regulator's 2024 restrictions on PPBL. These include shutting down the wallet business tied to the bank, migrating UPI handles to other partner banks, terminating inter-company agreements, and writing off its investment in the banking entity. Post the central bank's action, PPBL's board was reset, with a new chief executive being brought in, the brokerage firm noted. With these structural changes already complete, the brokerage said the licence cancellation itself has a low incremental impact on

Company claims no material impact despite cancellation of payments bank's licence

One 97 Communications Ltd, which operates the Paytm brand, has become a majority Indian-owned and controlled company after domestic investors increased their stake to 50.3 per cent as of March-end 2026. The shift marks a structural change in ownership for the fintech firm, with domestic shareholding rising steadily in recent quarters, reflecting growing investor confidence. Domestic institutional investors raised their stake to a record 23.1 per cent in the March quarter, up 2.8 percentage points sequentially and 9.1 percentage points from a year earlier, according to regulatory filings. Mutual funds led the increase, with their holdings climbing to 16.6 per cent from 14.3 per cent in the previous quarter, while the number of funds investing in the company rose to 41 from 36, with entities, such as Motilal Oswal Mutual Fund, Mirae Asset and Bandhan Mutual Fund, continuing to expand their shareholding. Insurance companies also added to their positions, taking their combined stake to

Shares of midcap and smallcap companies came under pressure on Monday as Rising tensions between the US-Israel and Iran have raised concerns about potential disruptions to global oil supply

Noida-based payments major Paytm has pulled ahead in its monetisation journey compared to peers, driven by a more diversified mix across high-monetisation categories such as merchant lending and financial services helping it improve profitability, positioning it strongly within India's evolving fintech landscape, according to a BofA Global Research report. BofA says Paytm continues to extend leadership in medium to high-monetisation segments such as merchant payments and lending, placing it ahead of rivals with a diversified revenue mix. The report notes that while consumer payments remain a low monetisation, merchant payments and lending and financial services distribution continue to be medium to high monetisation segments for payment platforms. In this context, Paytm's revenue mix stands out, with a significantly lower dependence on consumer payments and a higher contribution from merchant payments and financial services distribution. This diversified mix has enabled stronger ..

The clarification follows industry representations seeking clarity on whether PA norms apply to P2PM transactions, which typically involve small merchants and low ticket sizes