Paytm’s parent company, One97 Communications, saw its shares fall 2.64% to Rs 843.45 in early trading today (May 13, 2025). The dip came after a large block deal, with reports suggesting Ant Financial sold a 4% stake worth Rs 2,066 crore.
What Happened?
- Shares were offered at Rs 809.75 each, a 6.5% discount to Paytm’s last closing price of Rs 866.35.
- Up to 2.55 crore shares changed hands in the deal.
- Trading volumes surged—3.02 crore shares on BSE (vs. 3.25 lakh avg.) and 1.56 crore on NSE (vs. 59.13 lakh avg.).
Ant Financial, an Alibaba affiliate, held 9.85% in Paytm as of March 2025. This sale cuts its stake further, raising questions about its long-term confidence in the fintech giant.
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What Does This Mean for Investors?
For the average Paytm user, this changes nothing—your wallet still works. But for investors, it’s a red flag. Big stakeholders selling at a discount often signals lack of optimism or a need for quick cash.
Paytm’s financials haven’t helped either:
- Q4 2025 loss: Rs 539.8 crore (slightly better than last year’s Rs 549.6 crore).
- Revenue dropped 15.7% to Rs 1,911.5 crore.
Why Is Ant Financial Selling?
Ant has been reducing its Paytm stake for a while. Possible reasons:
- Regulatory pressures (China’s crackdown on tech firms).
- Profit-booking after Paytm’s rocky post-IPO performance.
- Shifting focus to other markets.
What’s Next for Paytm?
- If more big investors exit, the stock could face further pressure.
- Paytm needs to boost revenue and cut losses to regain market trust.
Block deals aren’t always doom-and-gloom—sometimes it’s just portfolio rejigging. But when a major backer like Ant Financial sells cheap, it’s worth watching closely.
Disclaimer: This article is for information only and not financial advice. Please do your own research or speak to a financial advisor before making any investment decisions. Views are based on public info available at the time.
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