Please find enclosed Transcript of Earnings Conference Call for Analysts and Investors held on Thursday, April 30, 2026 with respect to the financial performance of the Company for the ....
INDIAMART · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
IndiaMART reported consolidated revenue of Rs. 404 crores in Q4 and Rs. 1,569 crores for FY26, growing 14% and 13% YoY respectively. Collections from customers grew 10% YoY to Rs. 595 crores in Q4, with consolidated EBITDA at Rs. 133 crores (33% margin). The company declared a total dividend of Rs. 60 per share including a special dividend. Paying suppliers reached 2.20 lakh but declined by 1,200 in Q4 due to a Silver tier price increase and geopolitical tensions. Management acknowledged concerns about entering a 'vicious cycle' as both supplier additions and active buyers are declining, though Platinum/Gold customers (50% of base, 75%+ of revenue) show healthy retention with monthly churn under 1.5%. The company targets 500,000 paying customers in the future and aims for double-digit growth primarily through ARPU expansion (currently 8-9%).
Mixed signals for investors: strong cash position (Rs. 3,280 crores) and margins provide stability, but declining net supplier additions and buyer engagement raise concerns about near-term growth trajectory. The special dividend offers immediate shareholder returns.