Paytm block deal: SAIF Partners likely to sell 1.3% stake at 3% discount

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Shares of One 97 Communications Ltd., the parent company of Paytm, are likely to remain in focus after sources told CNBC-TV18 that SAIF Partners is looking to pare its stake in the fintech firm through a block deal.

According to sources, SAIF Partners plans to sell around 86 lakh shares, representing nearly 1.3% equity in the company. The floor price for the proposed transaction has been set at ₹1,120.65 per share, implying a discount of around 3% to Thursday’s closing price.

Sources further indicated that the transaction includes a 30-day lock-up period for the seller. Ahead of the development, shares of One 97 Communications closed 0.3% lower at ₹1,150 apiece on the NSE on Thursday.

The proposed stake sale comes at a time when sentiment around the stock has improved significantly following a sharp turnaround in the company’s financial performance. Earlier this week, brokerage firm Goldman Sachs reiterated its “buy” rating on Paytm with a target price of ₹1,400 per share, implying upside potential of over 26% from current levels.

The brokerage said Paytm expects revenue growth to accelerate in FY27, supported by operating leverage, merchant lending growth and improving monetisation across its payments business.

Also Read: Paytm sees accelerating revenue growth in FY27; Here’s where Goldman Sachs sees the stock at

Paytm recently reported its first-ever full-year profitability. The company posted a net profit of ₹184 crore for the March quarter, compared with a loss of ₹540 crore a year earlier, while FY26 profit after tax stood at ₹552 crore. EBITDA for the quarter came in at ₹132 crore, against a loss of ₹88 crore in the corresponding period last year, reflecting improved operating efficiency and cost discipline.



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