Copy of Earnings call Transcript of the conference call held on 14th May 2026.
MATRIMONY · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Matrimony.com reported Q4 consolidated billing of INR 126.1 crores (up 9.9% YoY) and full-year billing of INR 488.6 crores (up 8% YoY). However, full-year PAT declined 24.5% to INR 34.2 crores from INR 45.3 crores, driven by INR 9 crore expense increase and INR 5 crore reduction in finance income due to lower investment yields and share buyback. Matchmaking EBITDA margin improved to 22% in Q4 (vs 17.7% a year ago), while the Marriage Services segment reported INR 5.7 crore EBITDA loss in Q4, with management indicating no near-term break-even. The company opened its first Elite Matrimony Center in Hyderabad, launched AI across core products, and its ManyJobs platform crossed 1 million registered users with monetization underway in Tamil Nadu.
The stock offers a turnaround story with strong Q1 guidance (PAT to more than double) and improving margins in core Matchmaking, but losses in newer segments and declining paid subscriber count remain concerns. The INR 58.5 crore buyback rewards shareholders while cash position of INR 308 crore provides cushion for investments.