| Revenue growth | 12% YoY consolidated revenue growth; collections up 17% YoY. |
|---|---|
| Margins | EBITDA margin at 39%; guided sustainable range is 30-33%. |
| Order book | Deferred revenue grew 18% YoY to ₹1,735 crore. |
| Management confidence | Balanced; cautious regarding new advertising experiments and churn levels. |
Growth
Consolidated revenue grew 12% YoY; collections up 17% (13% normalized). Paid suppliers stagnant at 218k.
Outlook
Maintaining 30-35% sustainable EBITDA margin guidance; ad spend capped at ₹10cr/quarter during 9-month trial.
Risks
Persistent high churn in monthly silver subscribers (7%); heavy reliance on ARPU over volume growth.
Earnings Call filed with BSE, NSE: INDIAMART. Summary written with AI assistance from the document.
IndiaMART InterMESH Ltd: key numbers
- Share price
- ₹1,600.30
- Market cap
- ₹9,625 Cr
- Revenue (annual)
- ₹1,569 Cr
- Net profit (annual)
- ₹474.7 Cr
- P/E (TTM)
- 19.5×Sector 66.8×
- Promoter holding
- 49.07%-0.05% QoQ
- FII holding
- 19.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
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