Indiamart Intermesh Ltd.
INDIAMARTConsumer Discretionary filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
8 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 8 documents here); elsewhere sentences render unattributed.
| Kind | Date | Period | Served | Attribution rate |
|---|---|---|---|---|
| TRANSCRIPT | 20220506 | 2022-03-31 | yes | |
| TRANSCRIPT | 20220727 | 2022-06-30 | yes | |
| TRANSCRIPT | 20230503 | 2023-03-31 | yes | |
| TRANSCRIPT | 20240805 | 2024-06-30 | yes | |
| TRANSCRIPT | 20241024 | 2024-09-30 | yes | |
| TRANSCRIPT | 20250124 | 2024-12-31 | yes | |
| TRANSCRIPT | 20250502 | 2025-03-31 | yes | |
| TRANSCRIPT | 20260725 | 2026-06-30 | yes |
INDIAMART
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | consolidated |
| Panels on this page | 4 |
Market
The closes are adjusted for every split and bonus on record inside the period this series covers, and each adjustment is checked against the price move on its ex-date.
| Last close | 1,635.90 |
| 52-week range | 1631.4 – 2504.5 |
| Return 1M | -6.54% |
| Return 3M | -16.34% |
| Return 1Y | -31.17% |
| Return 3Y | -44.51% |
| Return 5Y | -61.53% |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 414.00 |
| Other income | 107.00 |
| Total income | 521.00 |
| Cost of materials consumed | 0.00 |
| Purchases of stock-in-trade | 0.00 |
| Changes in inventories | 0.00 |
| Employee benefit expense | 174.00 |
| Finance costs | 0.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.49 | -0.00 |
| institutions foreign | 0.20 | 0.01 |
| institutions domestic | 0.12 | -0.01 |
| mutual funds | 0.10 | -0.01 |
| public | 0.51 | 0.00 |
Documents on file
| Class | Most recent | On file |
|---|---|---|
| TRANSCRIPT | 2026-06-30 | 8 |
Financial statements
Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-06-30 | 2022-09-30 | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 225.00 | 241.00 | 251.00 | 269.00 | 282.00 | 295.00 | 305.00 | 315.00 | 331.00 | 348.00 | 354.00 | 372.00 | 391.00 | 402.00 | 404.00 | 414.00 |
| Other income | 1.00 | 47.00 | 102.00 | 31.00 | 57.00 | 35.00 | 42.00 | 77.00 | 53.00 | 66.00 | 45.00 | 92.00 | 10.00 | 135.00 | -34.00 | 107.00 |
| Total income | 226.00 | 287.00 | 354.00 | 300.00 | 339.00 | 329.00 | 347.00 | 392.00 | 384.00 | 413.00 | 399.00 | 464.00 | 401.00 | 537.00 | 370.00 | 521.00 |
| Cost of materials consumed | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 | -0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in inventories | -0.00 | 0.00 | 0.00 | -0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Employee benefit expense | 92.00 | 100.00 | 108.00 | 124.00 | 124.00 | 132.00 | 138.00 | 149.00 | 143.00 | 147.00 | 153.00 | 161.00 | 172.00 | 182.00 | 178.00 | 174.00 |
| Finance costs | 1.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 0.00 |
| Depreciation and amortisation | 6.00 | 8.00 | 9.00 | 9.00 | 7.00 | 8.00 | 8.00 | 13.00 | 8.00 | 8.00 | 8.00 | 7.00 | 7.00 | 7.00 | 7.00 | 6.00 |
| Other expenses | 68.00 | 73.00 | 73.00 | 80.00 | 80.00 | 82.00 | 81.00 | 77.00 | 69.00 | 66.00 | 63.00 | 78.00 | 90.00 | 85.00 | 94.00 | 94.00 |
| Total expenses | 168.00 | 184.00 | 192.00 | 213.00 | 214.00 | 225.00 | 230.00 | 241.00 | 222.00 | 223.00 | 226.00 | 246.00 | 269.00 | 275.00 | 279.00 | 275.00 |
| Profit before exceptional items and tax | 58.00 | 104.00 | 162.00 | 86.00 | 125.00 | 104.00 | 117.00 | 151.00 | 163.00 | 190.00 | 173.00 | 218.00 | 132.00 | 262.00 | 91.00 | 246.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | 0.00 | -2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Profit before tax | 58.00 | 104.00 | 162.00 | 86.00 | 123.00 | 104.00 | 117.00 | 151.00 | 163.00 | 190.00 | 173.00 | 218.00 | 132.00 | 262.00 | 91.00 | 246.00 |
| Current tax | 22.00 | 21.00 | 26.00 | 27.00 | 18.00 | 25.00 | 23.00 | 29.00 | 29.00 | 46.00 | 40.00 | 39.00 | 40.00 | 43.00 | 40.00 | 43.00 |
| Deferred tax | -18.00 | 4.00 | 14.00 | -8.00 | 11.00 | -1.00 | 4.00 | 10.00 | 8.00 | -4.00 | -2.00 | 12.00 | -4.00 | 15.00 | -12.00 | 16.00 |
| Tax expense | 4.00 | 24.00 | 39.00 | 20.00 | 29.00 | 24.00 | 28.00 | 40.00 | 37.00 | 42.00 | 38.00 | 50.00 | 36.00 | 59.00 | 28.00 | 60.00 |
| Profit for the period | 47.00 | 68.00 | 113.00 | 56.00 | 83.00 | 69.00 | 82.00 | 100.00 | 114.00 | 135.00 | 121.00 | 154.00 | 83.00 | 188.00 | 50.00 | 172.00 |
| Profit attributable to owners | 47.00 | 68.00 | 113.00 | 56.00 | 83.00 | 69.00 | 82.00 | 100.00 | 114.00 | 135.00 | 121.00 | 154.00 | 0.00 | 0.00 | 50.00 | 0.00 |
| Profit attributable to non-controlling interests | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | 0.00 | 4.00 | 1.00 | -1.00 | -0.00 | 1.00 | -1.00 | -0.00 | 2.00 | -1.00 | -1.00 | -2.00 | 1.00 | 3.00 | 2.00 | 1.00 |
| Total comprehensive income | 47.00 | 72.00 | 114.00 | 55.00 | 83.00 | 70.00 | 81.00 | 99.00 | 116.00 | 134.00 | 120.00 | 151.00 | 84.00 | 191.00 | 53.00 | 173.00 |
| Earnings per share, basic | 15.29 | 22.45 | 36.92 | 18.30 | 13.60 | 11.36 | 13.66 | 16.62 | 19.00 | 22.54 | 20.18 | 25.59 | 13.77 | 31.37 | 8.36 | 28.66 |
| Earnings per share, diluted | 15.20 | 22.36 | 36.90 | 18.28 | 13.57 | 11.34 | 13.63 | 16.58 | 18.96 | 22.48 | 20.13 | 25.52 | 13.71 | 31.24 | 8.33 | 28.56 |
Annual results, as filed
| Line | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2026-03-31 |
|---|---|---|---|---|---|---|
| Revenue from operations | 639.00 | 670.00 | 754.00 | 985.00 | 1,197.00 | 1,569.00 |
| Other income | 69.00 | 87.00 | 112.00 | 180.00 | 211.00 | 204.00 |
| Total income | 708.00 | 756.00 | 866.00 | 1,166.00 | 1,407.00 | 1,773.00 |
| Cost of materials consumed | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in inventories | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Employee benefit expense | 267.00 | 205.00 | 268.00 | 425.00 | 544.00 | 693.00 |
| Finance costs | 3.00 | 7.00 | 5.00 | 8.00 | 9.00 | 3.00 |
| Depreciation and amortisation | 21.00 | 16.00 | 12.00 | 31.00 | 36.00 | 28.00 |
| Other expenses | 203.00 | 136.00 | 178.00 | 293.00 | 321.00 | 346.00 |
| Total expenses | 494.00 | 364.00 | 463.00 | 757.00 | 911.00 | 1,070.00 |
| Profit before exceptional items and tax | 213.00 | 392.00 | 403.00 | 409.00 | 497.00 | 703.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | 0.00 | -2.00 | 0.00 |
| Profit before tax | 213.00 | 392.00 | 403.00 | 409.00 | 495.00 | 703.00 |
| Current tax | 0.00 | 64.00 | 98.00 | 95.00 | 95.00 | 163.00 |
| Deferred tax | 64.00 | 46.00 | -5.00 | -8.00 | 25.00 | 11.00 |
| Tax expense | 64.00 | 110.00 | 93.00 | 88.00 | 120.00 | 173.00 |
| Profit for the period | 147.00 | 280.00 | 298.00 | 284.00 | 334.00 | 475.00 |
| Profit attributable to owners | 147.00 | 278.00 | 298.00 | 284.00 | 334.00 | 475.00 |
| Profit attributable to non-controlling interests | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | -6.00 | -2.00 | 0.00 | 4.00 | -1.00 | 4.00 |
| Total comprehensive income | 142.00 | 278.00 | 298.00 | 288.00 | 333.00 | 478.00 |
| Earnings per share, basic | 51.14 | 96.15 | 97.82 | 92.96 | 55.18 | 79.07 |
| Earnings per share, diluted | 50.24 | 94.58 | 96.84 | 92.63 | 55.04 | 78.77 |
Balance sheet, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|
| Total assets | 3,046.00 | 3,445.00 | 3,000.00 | 3,449.00 | 3,613.00 | 4,128.00 | 4,625.00 |
| Non-current assets | 1,050.00 | 1,081.00 | 1,096.00 | 1,078.00 | 1,141.00 | 1,332.00 | 1,431.00 |
| Current assets | 1,995.00 | 2,363.00 | 1,904.00 | 2,370.00 | 2,472.00 | 2,795.00 | 3,194.00 |
| Property, plant and equipment | 61.00 | 54.00 | 55.00 | 48.00 | 43.00 | 28.00 | 21.00 |
| Capital work-in-progress | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Goodwill | 456.00 | 454.00 | 454.00 | 454.00 | 454.00 | 454.00 | 454.00 |
| Other intangible assets | 50.00 | 45.00 | 39.00 | 34.00 | 29.00 | 23.00 | 18.00 |
| Inventories | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Trade receivables | 6.00 | 7.00 | 5.00 | 5.00 | 3.00 | 4.00 | 6.00 |
| Cash and cash equivalents | 21.00 | 58.00 | 31.00 | 85.00 | 29.00 | 28.00 | 80.00 |
| Total equity and liabilities | 3,046.00 | 3,445.00 | 3,000.00 | 3,449.00 | 3,613.00 | 4,128.00 | 4,625.00 |
| Equity | 1,878.00 | 2,058.00 | 1,545.00 | 1,736.00 | 1,877.00 | 2,138.00 | 2,400.00 |
| Equity share capital | 31.00 | 31.00 | 60.00 | 60.00 | 60.00 | 60.00 | 60.00 |
| Other equity | 1,848.00 | 2,028.00 | 1,485.00 | 1,676.00 | 1,817.00 | 2,078.00 | 2,340.00 |
| Total liabilities | 1,167.00 | 1,386.00 | 1,455.00 | 1,712.00 | 1,736.00 | 1,990.00 | 2,224.00 |
| Non-current liabilities | 469.00 | 530.00 | 576.00 | 645.00 | 654.00 | 773.00 | 859.00 |
| Current liabilities | 698.00 | 856.00 | 879.00 | 1,068.00 | 1,082.00 | 1,217.00 | 1,365.00 |
| Borrowings, non-current | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Borrowings, current | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Trade payables | 26.00 | 27.00 | 26.00 | 34.00 | 33.00 | 36.00 | 32.00 |
Cash flow, as filed
| Line | 2022-03-31 | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Net cash from operating activities | 402.00 | 152.00 | 476.00 | 192.00 | 559.00 | 239.00 | 275.00 | 694.00 |
| Net cash from investing activities | -335.00 | -44.00 | -324.00 | 468.00 | 162.00 | -154.00 | 13.00 | -347.00 |
| Net cash from financing activities | -58.00 | -137.00 | -143.00 | -687.00 | -695.00 | -141.00 | -334.00 | -340.00 |
| Purchase of property, plant and equipment | 2.00 | 15.00 | 17.00 | 4.00 | 15.00 | 3.00 | 5.00 | 7.00 |
| Net increase in cash | 9.00 | -28.00 | 9.00 | -27.00 | 27.00 | -56.00 | -46.00 | 7.00 |
| con:CFO.BEFORE_TAX | 499.00 | 201.00 | 551.00 | 238.00 | 651.00 | 304.00 | 342.00 | 851.00 |
| con:INTEREST_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 97.00 | 48.00 | 75.00 | 46.00 | 92.00 | 64.00 | 66.00 | 157.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 0.00 | 25.00 | 72.00 | 17.00 | 26.00 | 102.00 | 47.00 | 75.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 28.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 0.00 | 1.00 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 395.00 | 508.00 | 507.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-06-30 | 2023-09-25 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 49.22 | 49.21 | 49.21 | 49.21 | 49.21 | 49.21 | 49.21 | 49.17 | 49.17 | 49.17 | 0.49 | 0.49 | 0.49 | 0.49 |
| Domestic institutions | 5.64 | 5.58 | 5.47 | 8.25 | 10.62 | 11.82 | 12.11 | 13.86 | 15.50 | 15.30 | 0.13 | 0.16 | 0.14 | 0.12 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 13.64 | 0.12 | 0.15 | 0.12 | 0.10 |
| Insurance companies | 0.68 | 0.53 | 0.44 | 0.48 | 0.66 | 0.85 | 0.78 | 0.74 | 0.55 | 0.42 | 0.00 | 0.00 | 0.00 | 0.01 |
| Foreign institutions | 26.76 | 27.23 | 27.34 | 24.16 | 23.07 | 23.37 | 23.86 | 21.06 | 18.95 | 19.22 | 0.22 | 0.18 | 0.19 | 0.20 |
| Government | — | — | — | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Public | 50.67 | 50.68 | 50.68 | 50.71 | 50.74 | 50.74 | 50.75 | 50.74 | 50.79 | 50.80 | 0.51 | 0.51 | 0.51 | 0.51 |
| Non-institutional | 18.26 | 17.87 | 17.87 | 18.30 | 17.05 | 15.55 | 14.79 | 15.82 | 16.34 | 16.29 | 0.16 | 0.16 | 0.18 | 0.19 |
| Shares outstanding | 61229148 | 59979148 | 59979148 | 59979148 | 59979148 | 59979148 | 59979148 | 60032148 | 60032148 | 60032148 | 60032148 | 60087148 | 60087148 | 60143148 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| Dinesh Chandra Agarwal | Key Managament Personnel | Remuneration | 38,360,000.00 | 1 |
| Mobisy Technologies Private Limited | Associate | Interest received, Loan | 30,150,000.00 | 2 |
| Brijesh Kumar Agrawal | Key Managament Personnel | Remuneration | 27,660,000.00 | 1 |
| Prateek Chandra | Key Managament Personnel | Remuneration | 13,090,000.00 | 1 |
| Manoj Bhargava | Key Managament Personnel | Remuneration | 12,990,000.00 | 1 |
| Busy Infotech Private Limited | Wholly owned Subsidiary | Any other transaction | 9,260,000.00 | 5 |
| Jitin Diwan | Key Managament Personnel | Remuneration | 5,930,000.00 | 1 |
| Livekeeping Technologies Private Limited | Subsidiary | Any other transaction, Sale of fixed assets | 5,370,000.00 | 5 |
| Simply Vyapar Apps Private Limited | Associate | Any other transaction | 3,540,000.00 | 1 |
| Mansa Enterprises Private Limited | Group Company | Any other transaction | 3,140,000.00 | 1 |
| Dhruv Prakash | Non-executive director | Any other transaction | 2,500,000.00 | 2 |
| Bharat Agarwal | Relative of KMP | Remuneration | 2,130,000.00 | 1 |
| Pay with Indiamart Private Limited | Wholly owned Subsidiary company | Any other transaction | 1,610,000.00 | 4 |
| Vivek Narayan Gour | Independent Director | Any other transaction | 1,300,000.00 | 1 |
| Rajesh Sawhney | Independent Director | Any other transaction | 1,000,000.00 | 1 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-07-25 | Q1FY27 | Read the call | |
| 2025-05-02 | Q4FY25 | Read the call | |
| 2025-01-24 | Q3FY25 | Read the call | |
| 2024-10-24 | Q2FY25 | Read the call | |
| 2024-08-05 | Q1FY25 | Read the call | |
| 2023-05-03 | Q4FY23 | Read the call | |
| 2022-07-27 | Q1FY23 | Read the call | |
| 2022-05-06 | Q4FY22 | Read the call |
What they said about it, quarter by quarter
| Topic | Q1FY23 | Q1FY25 | Q1FY27 | Q2FY25 | Q3FY25 | Q4FY22 | Q4FY23 | Q4FY25 |
|---|---|---|---|---|---|---|---|---|
| Capital allocation | Currently, I think new subscriber acquisition is slowly approaching towards half in half. | So, customer service cost is the manpower of the existing customer servicing, and sales and marketing is the manpower of the new client acquisition si… | On the overall decline of the buyer, because currently we are experimenting more with Google, and since our primarily source of new buyer acquisition … | We are seeing Justdial being very aggressive IndiaMART InterMESH Limited October 19, 2024 in customer acquisition. | I think let's wait for a quarter or two when I can give you a really good news about the churn and we have all the money and resources to go back and … | On the acquisition side, I think one we have done aggressive salary revision which you can see in the in the cost side as well as we have also issued … | In addition to this, the acquisition of the Accounting Software Services segment in the first quarter of the last financial year has further contribut… | Also, Board of Directors have recommended a final dividend of Rs. |
| Costs | Average order value because IndiaMART is a horizontal platform is very difficult to say average because there is clothing, there are machinery and the… | Second, then we, got doing few cost optimisation initiatives in the last few quarters, which have been now realised and therefore, there is a saving w… | — | — | — | If I look at the annual trend, the employee cost per employee went down in FY22. If I divide the employee expenditure by the total number of employees… | — | — |
| Debt and cash | — | — | Will it be invoice discounting or will it be just working capital finance? | It cannot be different, so collection to cash flow has been trending between 35% to 40%. | The cash flows from operations stood at Rs. | So, I think, in this particular year, you may see that revenue per employee will remain a little bit lower as the cost will remain, but it will all ca… | Busy also generated positive cash flows from operations of about Rs. | — |
| Demand | On the traffic and unique business enquiries they have stabilized, I don’t think 1-2% decline will matter and on the vendor side what had happened is … | — | — | Just like in Google, if you look at the ad words, every category, you can do a bidding and do a demand-supply based matchmaking, whereas in the beginn… | — | Now, so that answers the new cost run rate, as well as the Q4 versus Q1. On the unique inquiry side, last couple of quarters has had this unique deman… | Continued growth momentum in the paying subscription suppliers is largely driven by recovery across industries and demand for digital transformation d… | However, this has resulted into lower number of unique business enquiries, but good quality enquiries which are in demand. |
| Guidance | On the overall basis, we expect our margins to remain stable at 20% to 30% for the next two or three quarters, similar to every time we continue to be… | So some of these costs will come back, so we expect the margin to taper off a little bit from here, maybe at around 33-34%, and that should be the ste… | — | — | As and when customer growth increases in future, we anticipate the margins will align with the gradual operating leverage. | Should we expect, you know, this higher subscriber addition to have any implications on the ARPU, you know, that it shouldn't dilute because, you know… | On the renewal side, as I've been guiding, we are probably about 90% of pre-COVID levels. | And once we push the pedal on gross adds, it will come down to a sustainable margin of about 33% to 35%, which we have been guiding in the last few qu… |
| Margin | I would say that similar increase you should assume in the manpower cost and outsourced cost, so that we will maintain about similar 30% EBITDA margin… | EBITDA of IndiaMART standalone business stood at Rs. | — | And on back of operational leverage, cost control, clearly, we're seeing quarter-after-quarter EBITDA margins moving up. | EBITDA of IndiaMART standalone business stood at about Rs. | In the past also, I'm telling even during the IPO and before the IPO, we had Rs 182 crores of cash from operation, but only Rs 60 crores of, you know … | 0.7 crores at about 6% margin and for the entire year this was Rs. | EBITDA of IndiaMART standalone business stood at Rs. |
| People | Firstly, we added some 226 employees in product and tech this quarter, will it be entirely related to busy Infotech IndiaMART InterMESH Limited July 2… | So most of the joinings that you have seen in the headcount are, June, later half joining as well as some of the joinings have happened in July. | — | And in COVID, a lot of costs were also cut down, because rent was reduced by half, no transportation, no hiring, so they were like that. | Just to get that point a bit more, have you started hiring a specific vertical focused employees and who can better extract value for you within certa… | Secondly, could you also help us understand you know, how are you trying to control attrition in your sales team, servicing team, you know, because in… | During the last year, we have added almost 900 new employees, taking the total employee headcount to 4,583. | — |
| Pricing | And also, in terms of the addition that if I see the incremental ARPU that is obviously on the lower side, so obviously, are we providing some kind of… | So, my question is, do you try to ascertain if the pricing is acceptable to your clients in the sense that the cost that they're incurring on IndiaMAR… | So there are a lot of areas where category-based pricing is required, and we touched a little bit on your three tier pricing system for the category. | Currently, we have been operating largely as a horizontal marketplace with flattish pricing across the category, across the location, across the quant… | The first one is, we have been seeing these churn-related issues since the time we increased our pricing on the silver category, right, the last year,… | But over the time, it will catch up, we are confident that as we are going to be building a little bit of a differential pricing here and there. | So is this a result of price hikes or higher usage? | But going forward if there are better conversions for the suppliers, when the competition is less for them, will you be able to pass on significant pr… |
| Revenue growth | So how should we see the growth of business going forward? | 366 crores in Q1 representing year- on-year growth of 14%. | The first is, over the last three years, we have seen a very good revenue growth, approximately 28% compounded and now that is ex of accounting change… | I think till last quarter, till 1Q, collections growth was in the range of around 15% to 20%. | 354 crores in Q3, representing a year-on-year growth of 16%. | If you can give the ARPU growth of premium customer what has been the trend for last few years? | 985 crores in the full-year representing an year-on-year growth of 33% and 31% respectively. | 1,388 crores for the full-year, representing a year-on-year growth of 13% and 16%, respectively. |