Q4 2025 Indiamart Intermesh Ltd Earnings Call Transcript
Key Points
- IndiaMART InterMESH Ltd (BOM:542726) reported a consolidated revenue from operations of INR355 crores for Q4 and INR1,388 crores for the full year, marking a year-on-year growth of 13% and 16% respectively.
- Collections from customers grew to INR541 crores for the quarter, representing a 12% year-on-year growth, and INR1,626 crores for FY25, showing a 10% year-on-year growth.
- The company has a strong base of platinum and gold subscribers, which constitute about 50% of the customer base and contribute to 75% of the revenue, with low churn and robust ARPU growth.
- IndiaMART InterMESH Ltd (BOM:542726) generated significant cash flows of INR271 crore in Q4 and INR623 crore for the full year from operations.
- The Board of Directors recommended a final dividend of INR30 per share and a special dividend of INR20 per share, totaling INR50 per share, subject to shareholder approval.
- The company is facing challenges with elevated churn rates, particularly in the silver customer first-year bucket, impacting net customer additions.
- Unique business inquiries delivered decreased by 8% to 9%, as the company reduced the number of suppliers receiving inquiries to improve quality.
- Traffic growth on the platform remains weak, with only a 1% to 2% increase for the full year, prompting considerations for increased advertising spend.
- Margins are expected to normalize from the current elevated levels as the company focuses on growth measures, potentially impacting profitability.
- The company is still working on addressing churn issues, with about 33% of planned actions still in progress, indicating ongoing challenges in customer retention.
Good evening, ladies and gentlemen. I am Avijit Vikram, Head of Investor Relations. On behalf of IndiaMART InterMESH Limited, I welcome you all to the company's quarter three, FY25 earnings webinar.
(Operator Instructions) Joining us today from the management side, we have Mr. Dinesh Agarwal, Chief Executive Officer; Mr. Brijesh Agarwal, Whole-Time Director; Mr. Jitin Diwan, Chief Financial Officer; and Mr. Prateek Chandra, Chief Strategy Officer.
Before we begin, I would like to remind you that some of the statements during today's conference call may be forward-looking in nature and may involve risks and uncertainties. Kindly refer to slide number three of the earnings presentation for the detailed disclaimer.
Now, I would like to hand over the call to Mr. Dinesh Agarwal for his opening remarks. Thank you, and over to you, sir.
Good evening,
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