Copy of the investor presentation for the quarter and year ended March 31, 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

MATRIMONY · price

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Price reaction · full curve 14 horizons · vs prior close

-5.5%1-day move

₹445.00

prior close

₹446.00

base price

After-mkt

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AI summary

Matrimony.com reported FY26 revenue of ₹4,600 Mn, essentially flat versus FY25, but profitability declined significantly. EBITDA fell 17.7% to ₹525 Mn with margins contracting 250 basis points to 11.4%, while PAT dropped 24.5% to ₹342 Mn. Q4 FY26 showed a turnaround with PAT of ₹97 Mn, up 18.3% YoY and margins expanding to 8.3%. The company added 0.23 Mn paid subscribers in Q4, and average transaction value rose 15.3% YoY to ₹5,329, indicating successful pricing upgrades. Marketing expenses were reduced significantly to ₹342 Mn from ₹749 Mn previously. Matrimony.com remains a zero-debt company with ₹3,078 Mn in cash and investments, and a market cap of ₹8,815 Mn.

Likely market impact

The FY26 margin contraction is a concern, though Q4 recovery suggests temporary cost pressures may be easing. The company is maintaining profitability and a strong balance sheet, which should provide stability for shareholders despite the annual earnings decline.