Payment Industry Disappointed With ₹2,000 Crore Budget Subsidy for UPI

50
04 Feb 2026
4 min read

News Synopsis

The Indian payment and fintech industry has expressed strong disappointment over the government’s ₹2,000 crore subsidy allocation for Unified Payments Interface (UPI) and RuPay debit cards, calling the amount insufficient to sustain long-term growth of digital payments.

Industry stakeholders believe that without the reintroduction of the Merchant Discount Rate (MDR) or significantly higher incentives, the expansion of UPI—especially into rural and semi-urban India—could face serious challenges.

Budget 2026: What the Government Announced

On February 1, Finance Minister Nirmala Sitharaman allocated ₹2,000 crore as incentive expenditure for UPI and RuPay debit cards to support free digital transactions.

To promote digital adoption, the government mandates that UPI transactions remain free for users, while payment companies are compensated for processing costs through budgetary incentives.

What Is MDR and Why It Matters

Digital transactions typically carry a Merchant Discount Rate (MDR)—a fee charged to merchants by banks and payment service providers for facilitating payments.

  • UPI MDR stood at 30 basis points before it was waived by the government in 2020

  • One basis point = one-hundredth of a percentage point

According to the industry, zero MDR combined with limited subsidies makes it difficult for payment firms to invest in infrastructure, security, compliance, and rural expansion.

UPI Growth Slowing, Say Industry Leaders

A senior executive from a payment company highlighted early signs of stress in the ecosystem:

"The UPI transaction value growth has already dropped to 13 percent. And to expand to rural areas and tap the real potential of UPI, you need to invest four-five times this amount. Private companies in the UPI space are unlikely to do that without subsidies," said a chief executive with a payment company.

PCI Criticises ‘Mere’ ₹2,000 Crore Allocation

The Payment Council of India (PCI), which represents payment and fintech companies, issued a sharp response to the budget allocation.

“With Zero MDR of UPI and the Government allocating a mere Rs 2,000 crores for processing 30 crore transactions every day for free, will choke the entire ecosystem for funds for scaling and growth. With these kinds of incentives for the fintech industry, it will be very difficult to get the next set of 300 million (or 30 crore) Indians on the Digital payments bandwagon as well as deploy acceptance mechanisms in the hinterland of our country," said Vishwas Patel, Managing Director, AvenuesAI Ltd and chairman of PCI.

Industry Expected Over ₹10,000 Crore Incentives

PCI noted that it was expecting government incentives to be above ₹10,000 crore, considering:

  • Rising deployment and servicing costs

  • Increasing RBI compliance costs

  • Investments required for cybersecurity and fraud prevention

According to the industry, the current allocation is inadequate to meet these growing financial demands.

Fintech Firms Prefer MDR Over Subsidies

Interestingly, most payment companies are not demanding direct subsidies. Instead, they are seeking permission to levy MDR on high-value merchant transactions, allowing cross-subsidisation of low-ticket payments.

PCI stated:

"The only solution is for the government to allow us to charge a low-controlled MDR of 30 BPS on UPI P2M (person-to-merchant) transactions only for merchants with more than Rs. 20 lakhs turnover," PCI said.

Merchant Landscape in India

  • UPI accounts for around 85 percent of all online transactions in India

  • India has approximately six crore merchants accepting digital payments

  • 90 percent are small merchants (turnover ₹20 lakh and below per year)

  • Around 50 lakh merchants fall under the large enterprise category

"Enabling MDR for Rupay Debit and UPI large merchants will ensure sustainable monetisation for service providers without disrupting digital payment adoption at the grassroots level, as the merchants already pay MDR for different payment systems," Patel added.

Why MDR May Not Hurt UPI Adoption

Payment companies argue that UPI’s popularity will remain intact even if MDR is introduced for large merchants. Most other digital payment methods already charge MDR ranging between 75 BPS and 150 BPS, making UPI comparatively cheaper even with a modest fee.

Why This Debate Matters

The outcome of the MDR and subsidy discussion will play a critical role in:

  • Sustaining India’s digital payments infrastructure

  • Expanding UPI into rural and underserved regions

  • Ensuring long-term viability of fintech companies

  • Supporting India’s push towards a cash-lite economy

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