Introduction
By its final judgment issued on 4 November 2025 (Judgment), the
National Company Law Appellate Tribunal (NCLAT) has partially set
aside the Competition Commission of India's (CCI) order dated
18 November 2024 (CCI Order) against Meta Platforms, Inc. (Meta)
and WhatsApp LLC (WhatsApp). The NCLAT affirmed the CCI's
findings on Meta's dominance in the market for over-the-top
(OTT) messaging apps through smartphones in India (Market 1).
Pertinently, whilst upholding the monetary penalty imposed by the
CCI (INR 213.14 crore / USD ~24.07 million), the NCLAT set aside a
key direction on data-sharing between WhatsApp and
Meta-entities.
Facts
The CCI found that Meta abused its dominant position in Market 1
via WhatsApp's 2021 privacy policy update (Update), which
mandated its users to acquiesce to data-sharing between WhatsApp
and Meta as a precondition to using WhatsApp, thereby restricting
user choice and enabling Meta to leverage its dominance