Institutional trust is returning to India’s premier fintech major. In a massive block deal executed on the BSE, marquee global financial powerhouses—including Goldman Sachs, Societe Generale, and Citigroup Global Markets—collectively acquired a 1.34% equity stake in One 97 Communications (Paytm’s parent entity) for ₹963.60 crore.
The shares were purchased from long-time early backers SAIF Partners and Elevation Capital, marking a major transition from private equity to institutional public market ownership.
Breakdown of the Block Deal
The open-market transactions saw a massive absorption of shares by both international and domestic institutional investors (DIIs), signaling a strong consensus on Paytm’s post-restructuring growth trajectory.
The Transaction Metrics
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Total Volume Transacted: 85.98 lakh equity shares
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Average Acquisition Price: ₹1,120.65 per share
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Total Deal Value: ₹963.60 crore
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The Sellers: Hong Kong-based SAIF Partners offloaded 80.08 lakh shares (bringing their remaining stake down to 12.18%), while Gurugram-based Elevation Capital disposed of 5.89 lakh shares.
Who Bought In?
| Foreign Portfolio Investors (FPIs) | Domestic Mutual Funds (DIIs) |
| * Goldman Sachs | * Sundaram Mutual Fund |
| * Societe Generale | * Nippon India Mutual Fund |
| * Citigroup Global Markets | * Edelweiss Mutual Fund |
| * BNP Paribas & Copthall Mauritius | * India Acorn ICAV |
| * Ghisallo Capital & Viridian Asset Management |
Behind the Buying Frenzy: Financial Turnaround
This aggressive institutional appetite comes directly on the heels of an impressive fundamental recovery. After navigating an intense valuation reset across the global fintech sector, Paytm’s financial metrics for the financial year ending March 2026 demonstrate a clean turn to profitability.
Quarterly Turnaround (Q4 FY26): Paytm reported a consolidated net profit of ₹183 crore, a complete reversal from the net loss of ₹545 crore it suffered during the same quarter last year. Quarterly revenue grew 18.4% to reach ₹2,264 crore.
Full-Year Performance Leap (FY25 vs FY26)
The institutional block deal reflects confidence in Paytm’s full-year structural stability, driven by an optimized distribution model over capital-intensive lending aspirations:
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Net Profit: Swung into the green with a consolidated profit of ₹552 crore in FY26, compared to a severe net loss of ₹663 crore in FY25.
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Revenue Growth: Annual operations revenue surged by 22.2% year-on-year, scaling from ₹6,900 crore in FY25 to ₹8,437 crore in FY26.
Despite Paytm’s stock closing down roughly 4% at ₹1,112.50 on Friday amid broader intraday volatility, the entry of top-tier global funds at a premium average price of ₹1,120.65 establishes a strong baseline for the fintech giant’s market valuation.
