Paytm Share Price in Focus: China’s Antfin to Sell 4% Stake via Block Deal

On May 13, 2025, Paytm share price will be on investors' radar following news reports that Chinese fintech giant Antfin plans to offload up to a 4% stake in the company via block deals worth approximately ₹2,066 crore.

According to multiple news reports, the floor price for the transaction has been set at ₹809.75 per share, representing a 6.5% discount to Paytm’s current market price.

Paytm Q4FY25 Performance

In Q4 FY 2025, Paytm reported operating revenue of ₹1,911 crore, driven by increased contributions from the distribution of financial services and the receipt of a ₹70 crore UPI incentive for the fiscal year. Excluding the UPI incentive, revenue rose by 1% quarter-over-quarter (QoQ), despite the high payment volumes recorded during the festive season in the previous quarter.

The net payment margin, including the UPI incentive, stood at ₹578 crore. When adjusted for the UPI incentive, the net payment margin was ₹508 crore, reflecting a 4% QoQ increase.

Payments Services revenue, excluding the UPI incentive, declined 3% QoQ, largely due to the seasonal uplift observed in Q3. However, this was partially offset by improved cost efficiencies, as payment processing costs fell by 9% QoQ, representing a reduction of ₹50 crore.

Also Read: A Quick Look at Paytm’s Q4FY25 Results

Paytm's Strategic Focus Areas

Paytm focused on the following key areas to drive sustainable growth and long-term profitability:

• Merchant Payments: The company continued to enhance its merchant payment ecosystem through innovations such as the introduction of new payment devices and the integration of multiple MDR-bearing payment instruments.
• Consumer Acquisition: Paytm drove Monthly Transacting User (MTU) growth by emphasising product innovation and maintaining a disciplined approach to marketing investments.
• International Expansion: Recognising the scalability of its technology-driven merchant payment and financial services distribution model, Paytm explored opportunities in select international markets. These initiatives were positioned for long-term growth, with expected results to begin materialising after three years.
• Financial Services: The company aimed to grow its high-margin financial services revenue by expanding its portfolio of financial partners and product offerings.

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