| Revenue growth | Revenue up 12% YoY to ₹372 crore; collections grew 17%. |
|---|---|
| Margins | Strong 39% EBITDA margins; long-term sustainable target is 30-33%. |
| Order book | Deferred revenue at ₹1,735 crore, up 18% YoY. |
| Demand visibility | Inquiries grew 17% YoY; repeat buyer rate high at 58%. |
| Management confidence | Cautiously optimistic; focusing on product-market fit over aggressive sales. |
Growth
Consolidated revenue grew 12% YoY; Busy Infotech saw a normalized 29% revenue increase.
Outlook
Long-term sustainable EBITDA margin guidance remains at 30-33% despite current 39% performance.
Risks
High churn in monthly silver subscribers and flat net additions in paying suppliers.
Earnings Call filed with NSE, NSE: INDIAMART. Summary written with AI assistance from the document.
IndiaMART InterMESH Ltd: key numbers
- Share price
- ₹1,642.10
- Market cap
- ₹9,876 Cr
- Revenue (annual)
- ₹1,569 Cr
- Net profit (annual)
- ₹474.7 Cr
- P/E (TTM)
- 20.0×Sector 67.6×
- Promoter holding
- 49.07%-0.05% QoQ
- FII holding
- 19.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IndiaMART InterMESH Ltd
All →IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
IndiaMart delivered steady 12% revenue growth with resilient 39% standalone EBITDA margins, despite heavy investments in performance marketing and AI to combat stagnant subscriber growth.
IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
Indiamart posted 11% revenue growth for Q1 FY27, though stagnant unique business inquiries and silver-tier supplier churn raise concerns. Management is pivoting toward higher ARPU gold and platinum subscribers to offset volume weakness.
- Call
- Guides 30% growth
IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
IndiaMART reports modest 11% revenue growth as total supplier count flatlines due to high churn at lower subscription tiers.
- Call
- Guides 30% growth
IndiaMART InterMESH Investor Presentation: Key Takeaways
IndiaMART reports consolidated Q1 FY27 revenue of ₹414 Cr (up 11% YoY) with EBITDA margins at 35%. Strategy focuses on SME business expansion and commerce enablement.
IndiaMART InterMESH Earnings Call: Key Takeaways
IndiaMart delivers moderate 12% revenue growth with resilient margins, though customer additions remain sluggish. Management is pivoting towards aggressive buyer-side advertising and Gen-AI automation to counteract churn in lower-tier segments.
IndiaMART InterMESH Earnings Call: Key Takeaways
Indiamart's Q1 FY26 highlights stable revenue growth of 12% YoY, but management remains cautious as churn remains high at 7% for monthly subscribers, partially offset by aggressive digital marketing experimentation and AI automation focus.