Pursuant to Regulation 30 read with Part A of Schedule III of the Listing Regulations, we wish to inform that the 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 quarter and financial year ended March 31, 2026, is enclosed herewith.
INDIAMART · price
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IndiaMART reported Q4 FY2026 consolidated revenue of Rs. 404 crores (up 14% YoY) and full-year revenue of Rs. 1,569 crores (up 13% YoY). Collections from customers grew to Rs. 1,857 crores for FY26 with 17% growth in deferred revenue to Rs. 1,965 crores. EBITDA margin stood at 33-34% with net profit of Rs. 475 crores. The company declared a dividend of Rs. 60 per share including a special dividend of Rs. 30. Paying suppliers grew by 3,200 in FY26 to 2.20 lakh, though Q4 saw a decline of 1,200 due to Silver tier price hike and geopolitical factors. Management flagged concerns about hitting a saturation point with limited headroom for supplier growth and acknowledged risk of a vicious cycle if buyer and seller growth both decline.
The stock may face pressure due to muted gross additions and management's inability to provide guidance on net add recovery. However, strong cash position of Rs. 3,280 crores and consistent dividend payout provide support. ARPU growth of 8-9% is expected to drive near-term growth until supplier additions normalize.