Dreamfolks Services Share Price Slips 6%, Extends Losing Streak to Fifth Day

Market Performance

The Dreamfolks Services share price declined by another 6% on Monday, July 7, settling at ₹179.79. This marks the fifth consecutive trading session of losses for the company.

• On Friday, the stock closed 12% lower, further intensifying investor concerns.
• Year-to-date, the Dreamfolks Services share price has plummeted by 55%, reflecting significant negative sentiment in the market.

Main News

Recent disclosures from the exchanges indicate bulk share selling by prominent investors, which has added to the downward pressure on the Dreamfolks Services share price.

• Motilal Oswal Mutual Fund sold 2.7 lakh shares at an average price of ₹211.14 per share.
• Bajaj Finance Ltd., whose name didn't appear in the March quarter shareholding list, offloaded 3.09 lakh shares at an average price of ₹196.32.
• These transactions resulted in:
  • Motilal Oswal MF is selling approximately 0.5% of the company's total outstanding equity.
  • Bajaj Finance is exiting with around 0.58% of the total outstanding shares.

Company Details

Dreamfolks Services is India's largest airport lounge access provider. The company is facing rising competitive pressures due to increasing industry consolidation.

• Motilal Oswal Mutual Fund remains the only mutual fund listed as a stakeholder as of the March quarter, holding a 7.11% stake (or 37.87 lakh shares) via its Focused Fund.
• Other notable shareholders:
  • Mobius Investment Trust Plc – 1.46% stake
  • Small retail investors – approximately 1.14 lakh individual shareholders, each with an authorised share capital of up to ₹2 lakh - collectively hold a 20.65% stake in the company.

In a recent interview, CMD Liberatha Peter Kallat addressed concerns about the business environment. While she did not name specific entities, she mentioned that airport operators were allegedly pressuring Dreamfolks' clients to exit their ongoing agreements.

On a related note, the Adani Airports CEO posted on LinkedIn, emphasising that airport lounge access can now be directly provided by airport operators, potentially eliminating intermediaries like Dreamfolks.

Summary of the Article

• Dreamfolks Services' share price fell 6% on July 7, continuing its downtrend.
• The stock has declined 55% so far in 2025.
• Stake sales by Motilal Oswal MF and Bajaj Finance Ltd. added to the selling pressure.
• The company is facing competitive headwinds, as per recent leadership remarks.
• Structural shifts in the airport lounge segment may reshape the company's future dynamics..