| Revenue growth | Consolidated revenue grew 12% YoY; collections grew 17%. |
|---|---|
| Margins | EBITDA margin at 39% standalone; guiding 32-33% long-term. |
| Order book | Deferred revenue stood at ₹1,735cr, up 18% YoY. |
| Demand visibility | Positive trends in unique business inquiries, up 17% YoY. |
| Management confidence | Cautiously optimistic, pivoting toward marketing and AI to address churn. |
Growth
Consolidated revenue grew 12% YoY to ₹372cr; collections up 17% to ₹430cr, though normalized growth is lower at 13%.
Outlook
Targeting sustainable EBITDA margins of 32-33% while planning continued ₹10cr quarterly spend on digital advertising experiments.
Risks
High monthly churn of 7% and high annual churn of 4% remain persistent structural issues for smaller 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.
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