| Revenue growth | 12% YoY consolidated revenue growth; 17% growth in collections. |
|---|---|
| Margins | Standalone EBITDA margin at 39%; sustainable guidance of 30-35%. |
| Order book | Deferred revenue at ₹1,735 Cr, up 18% YoY. |
| Demand visibility | Unique business inquiries grew 17% YoY, highest ever at 29 million. |
| Management confidence | Balanced; cautious on advertising ROI but confident in product-led retention. |
Growth
Revenue up 12% YoY to ₹372 Cr; collections grew 17% (13% normalized). ARPU heavy lifting compensates for zero customer growth.
Outlook
Management maintains a long-term sustainable EBITDA margin guidance of 30-35% while targeting continued double-digit ARPU growth.
Risks
Elevated churn in silver monthly (7%) and annual (4%) segments remains unresolved despite product improvements.
Earnings Call Transcript filed with NSE, NSE: INDIAMART. Summary written with AI assistance from the document.
IndiaMART InterMESH Ltd: key numbers
- Share price
- ₹1,592.90
- Market cap
- ₹9,580 Cr
- Revenue (annual)
- ₹1,569 Cr
- Net profit (annual)
- ₹474.7 Cr
- P/E (TTM)
- 19.4×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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All →IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
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- Call
- Guides 30% growth
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IndiaMART InterMESH Capital Structure Change
Nalanda India Equity Fund Limited acquired additional shares in IndiaMART InterMESH Limited, increasing its stake from 7.10% to 7.25%. The transaction was executed via the open market.
IndiaMART InterMESH Merger & Restructuring Worth ₹64.99 Cr
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- Value
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- Execution
- 30 days
IndiaMART InterMESH Capital Structure Change
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IndiaMART InterMESH Earnings Call Transcript: Key Takeaways
IndiaMART reports modest 11% revenue growth as total supplier count flatlines due to high churn at lower subscription tiers.
- Call
- Guides 30% growth