Paytm stays majority Indian-owned for second straight quarter as domestic holding hits 51.6%

One 97 Communications' domestic ownership rose to 51.6% from 50.3% as mutual funds and insurers deepened stakes. The Paytm parent posted its first full-year profit in FY26, with PAT of Rs 552 crore and revenue up 22% to Rs 8,437 crore.

— Source publishedThu, 16 Jul, 2026, 13:23 IST·First seen Thu, 16 Jul, 2026, 13:27 IST·Source YourStory · Capital

What happened

Paytm parent One 97 Communications stayed majority Indian-owned for a second quarter, with domestic ownership rising to 51.6%. It posted its first full-year

Key facts

  • 51.6% domestic ownership
  • 50.3% previous quarter
  • 24.9% domestic institutional
  • 17.9% mutual fund holding
  • 43 mutual funds
  • 5.3% insurance stake
  • PAT Rs 552 crore FY26
  • revenue Rs 8,437 crore up 22%
  • EBITDA Rs 502 crore

Why this matters

Deepening mutual fund and insurer stakes pushing domestic holding above 50% for a second quarter reduces foreign-ownership constraints and widens strategic and capital-raising flexibility.

What to watch

  • Q1 FY27 results confirming profit durability and margin trend
  • Mutual fund and insurer holding disclosures in next shareholding pattern
  • RBI policy on UPI monetization / MDR and payments regulation
  • FII flow direction relative to domestic buying
  • Index provider review dates for potential inclusion
  • Highlight majority-Indian-ownership and maiden profit in investor communications to court further domestic institutional allocation
  • Push lending, wealth, and merchant-services monetization to defend the 22% revenue growth trajectory
  • Pursue potential index inclusion or weight upgrades to lock in passive domestic flows
  • Manage regulatory relationships proactively on UPI incentives and payment-aggregator compliance

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