RBI Governor calls UPI merchant-fee talks premature as payments law changes advance
RBI Governor Sanjay Malhotra said discussion of merchant discount rates on UPI is premature while payment-law amendments are under way. Proposals reportedly include fees on transactions above Rs 2,000 or for larger merchants, potentially raising acceptance costs if adopted.
What happened
Reserve Bank of India (RBI) · RBI Governor Sanjay Malhotra called UPI MDR discussions premature as the government amends payments law. Proposed merchant fees
Key facts
- MDR of 0.3-0.5% proposed on UPI transactions above Rs 2,000
- Merchant annual-turnover threshold of Rs 1.5 crore under consideration
- Transactions above Rs 2,000 were 4% of merchant-payment volumes and 67% of value in FY26
- Potential MDR revenue pool of Rs 5,000-10,000 crore by FY28
- Government incentive support is 11% of industry cost and 14% of potential MDR
Why this matters
Potential UPI fee reform raises the strategic value of merchant-acquiring, payments infrastructure, and cost-optimization partnerships serving high-volume retailers.
What to watch
- Publication of draft payment-law amendments, explanatory memoranda, and any RBI or Ministry of Finance consultation language on MDR authority.
- Specific definitions of 'large merchant,' annual turnover thresholds, transaction-value thresholds, fee caps, and exemptions for essential categories.
- Government budget or policy announcements on UPI incentive/reimbursement funding for banks and payment service providers.
- NPCI, RBI, banking-industry, and merchant-association statements on UPI cost recovery, interoperability, and merchant acceptance economics.
- Changes in UPI transaction mix: rising average ticket sizes, organized-retail share, credit-on-UPI adoption, and merchant complaints about settlement or service charges.
- Model payment-cost exposure by UPI ticket size, store format, merchant entity turnover, and category margin; isolate transactions that could fall above a Rs 2,000 threshold.
- Review payment-routing contracts with banks, acquirers, and PSPs for MDR-change, repricing, data-access, and settlement-service clauses.
- Prepare checkout steering options that preserve conversion: bank-account-linked offers, retailer loyalty rewards, cash incentives where appropriate, and low-cost payment acceptance alternatives.
- Avoid assuming small sellers will face immediate fees; prioritize contingency planning for large-format, marketplace, and high-volume merchant entities.
- Assess whether a fee would be passed through via product pricing, delivery fees, minimum order values, or supplier-funded promotions, especially in grocery, fuel-adjacent, and low-margin retail.
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