Market Performance
Paytm share price remained flat on Tuesday, August 5, following a significant block deal involving 1.86 crore shares, which equals 2.9% of the company's total equity.
The stock closed at ₹1,079.9 apiece on the NSE, with no major movement despite the high-volume trade.
Main News
The block deal involved One97 Communications, Paytm’s parent company. Reports suggest that Antfin (Netherlands) Holding B.V., a major investor in the company, was likely the seller in this transaction.
- Number of shares involved: 1.86 crore
- Total equity sold: 2.9%
- Floor price of the deal: ₹1,020 per share
- Discount on floor price: 5.4% to last close (₹1,078.20 on August 4)
This was a secondary market transaction with no fresh equity issuance by the company. According to deal terms, there is no post-deal lock-in associated with this sale.
Company Details
About Antfin's Stake Movement
Antfin, once holding a 28% stake in Paytm before its IPO, has gradually exited over the last two years:
- August 2023: Transferred ~10.3% stake to Paytm CEO Vijay Shekhar Sharma
- May 2025: Sold ~4% stake for ~₹2,100 crore via open market
- August 2025: Likely sold remaining 5.84% stake (~₹3,803 crore or ~$434 million)
The latest move is seen as a “clean-up trade” aimed at reducing exposure in line with regulatory sentiments toward long-term Chinese-origin investors.
Current Shareholding Structure (as of June 2025)
- Foreign Institutional Investors (FIIs): 54.9%
- Domestic Institutional Investors (DIIs): 15.8%
- Public Shareholding: 29.3%
- Elevation Capital (SAIF Partners): 15.4% (only major pre-IPO investor left)
- Vijay Shekhar Sharma: Significant stake via off-market deal
Exit of Major Pre-IPO Backers
Over the last two years, major early investors have exited:
- Alibaba – Fully exited
- SoftBank – Fully exited
- Berkshire Hathaway – Fully exited
- Antfin – Likely complete exit as of August 2025
This reshaping of Paytm’s cap table marks a new era of ownership dominated by institutional investors and the founder.
Summary of the Article
- Paytm share price stayed flat on August 5 despite a large block deal involving 2.9% equity.
- Antfin is believed to have sold its remaining 5.84% stake, amounting to nearly ₹3,803 crore.
- The deal was executed at a 5.4% discount and is being described as a secondary cleanup trade.
- With Antfin's exit, Paytm has now seen a complete churn in pre-IPO investors, except Elevation Capital.
- The company’s ownership is now largely in the hands of institutional investors and the founder, aligning with evolving regulatory norms.
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