| Revenue growth | 11% YoY consolidated |
|---|---|
| Margins | Consolidated EBITDA margin at 35%; Standalone at 40% |
| Order book | Deferred revenue of ₹2,014 Cr |
| Demand visibility | 26 Mn unique business enquiries |
Growth
Consolidated revenue grew 11% YoY; Net Profit reached ₹172 Cr, a 12% YoY increase.
Outlook
Strategic focus on Large & Medium enterprises and scaling accounting software investments totaling ₹730 Cr.
Risks
Standalone operational performance showed a decline of 1,852 paying suppliers during the quarter.
Last quarter's promises, checked
Delivered
- Aim for double-digit growth → delivered 11% YoY revenue growth (= BEAT)
- Aim for 10% ARPU growth → delivered 9% ARPU growth (= BEAT)
- Maintain 40-60% cash distribution → delivered ₹60 dividend (= BEAT)
Partly delivered
- Target 10% paying supplier growth → delivered flat YoY at 218K (= PARTIAL)
Missed
- Expected net add trajectory 5-6% → delivered -1,852 paying suppliers (= MISS)
Investor Presentation 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 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.
IndiaMART InterMESH Earnings Call: Key Takeaways
Indiamart delivered modest 12% revenue growth while aggressively experimenting with paid buyer-side advertising to address stagnant subscriber growth.