DreamFolks Shares Drop 5% as Motilal Oswal and Bajaj Finance Exit Positions

New Delhi, July 7, 2025 – Due to substantial sell-offs by large institutional investors, DreamFolks Services Ltd. shares fell 5% in Monday’s trading, thereby putting additional strain on the firm.

Key Sell-Offs Trigger Slide

At a price of ₹196.32 per share on average, Bajaj Finance sold 3.09 lakh shares for ₹61 crore on July 4. At an average price of ₹211.14 per share, Motilal Oswal Mutual Fund also sold off 2.7 lakh shares for ₹57 crore. HRTI Private, another significant investor, too, sold 2.61 lakh shares for ₹51 crore, exited its position from the market.

Consequently, DreamFolks’ stock price continued to decline, 5.41% lower at ₹180.65 at approximately 1:45 p.m. on July 7. The stock’s market capitalisation has dropped to ₹965 crore as a result of the continuous decline, which has now extended its five-day losing streak to 24%.

Underlying Concerns Fuel Market Anxiety

The recent sell-off comes amid investor worries about the company’s business model following statements by the Adani Airports CEO on LinkedIn, who indicated that lounge access at airports may no longer require intermediaries like DreamFolks. This has sparked speculation about the relevance of aggregator models in the airport services ecosystem.

Adding to the pressure, recent reports suggest that major Indian banks and card networks such as ICICI Bank, Axis Bank, and Mastercard are considering direct partnerships with lounge operators, bypassing service providers like DreamFolks.

Company Background

DreamFolks Services Ltd is a global aggregator of travel and lifestyle services, primarily known for offering airport lounge access across multiple locations.

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