Indiamart Intermesh Limited has informed the Exchange about Transcript
INDIAMART · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
IndiaMART reported Q4 FY25 consolidated revenue of Rs. 355 crores (+13% YoY) and full-year FY25 revenue of Rs. 1,388 crores (+16% YoY). Full-year collections grew 10% to Rs. 1,626 crores, but net supplier additions remained weak at 2,139 in Q4 as silver-tier churn continues to drag. Standalone EBITDA margins stayed elevated at 39-40%, driven by lower customer acquisition spend and operating leverage. The Board declared a total dividend of Rs. 50 per share (Rs. 30 final + Rs. 20 special), aggregating to over Rs. 300 crores. Subsidiary Busy Infotech posted strong 42% normalised YoY growth in Q4 net billing on the back of 8,000+ licenses sold. The company sits on Rs. 2,885 crores in cash and treasury and is piloting advertising experiments after a 9-year pause.
Management explicitly guided that margins will normalize to a sustainable 33-35% range (from current ~40%) as the company resumes spending on advertising and customer acquisition — this signals near-term margin pressure in exchange for pursuing higher revenue growth. For shareholders, the generous Rs. 50/share dividend signals confidence in cash generation, but the persistent customer churn and minimal progress on net adds raise concerns about re-accelerating growth.