Paytm brand runs One97 Communications, which has become an Indian-owned company with a rise in domestic shareholding to 50.3 percent as per the latest company disclosures. This major shift showcases the broad change in ownership over the last two years. The foreign investors trimmed their exposure while Indian companies are expanding their stake in Paytm.
FIIs (Foreign Institutional Investors held a 72.11% stake in 2023, and this has reduced to 49.4 percent in March 2026. Domestic Institutional Investors have increased their stake to 23.08 percent. Mutual Funds are the main drivers with a shareholding of 16.6 percent.
Mutual Fund companies such as Mirae Asset, Bandhan Mutual Fund, and Motilal Oswal have invested in the Paytm brand and have increased their stake to 41 from 36. This trend remains the same from multiple quarters, with domestic capital increasing and foreign investors reducing their stake.
The development comes amid regulatory scrutiny in India of fintech firms with foreign ownership links to Ant Group. The change of ownership coincides with improving performance at the company. There is a net profit of Rs 225 crore and a 20 percent year-on-year rise in revenue. EBITA of the Paytm brand is 7 percent and 156 crore. This showcases that it holds a strong B2B business structure and has achieved profitable margins.
Insurance companies like SBI Life Insurance and TATA AIG Life Insurance have also increased their stake in Paytm. The company has maintained its focus on increasing its customer base, and the merchandise UPI transactions have increased, which has helped Paytm to earn a huge profitable margin. It is concentrating on merchant distribution and subscription currently.
Paytm shares rose by 3.23 percent following the development, and the market capitalization has reached Rs 73,158 crore. Paytm can address regulatory concerns and improve its financial service business, being an Indian-owned company.
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