Q4 2026 Indiamart Intermesh Ltd Earnings Call Transcript
Key Points
- IndiaMART InterMESH Ltd (BOM:542726) reported a consolidated revenue growth of 14% year-on-year for Q4 and 13% for the full fiscal year.
- The company saw a 17% year-on-year increase in consolidated deferred revenue, indicating strong future revenue potential.
- IndiaMART's Platinum and Gold customers, which make up 50% of the customer base and over 75% of revenue, continue to show strong upsell and retention rates.
- The company is embedding AI capabilities across its platforms to enhance the discovery process, improve product quality, and reinforce trust in the marketplace.
- Busy Infotech, a subsidiary, reported a significant year-on-year growth in billing and revenue, with plans to integrate AI-led features to further enhance product offerings.
- The number of paying suppliers decreased by 1,200 in Q4, attributed to a price increase in the silver subscription tier.
- Consolidated other income for the quarter was negative INR34 crore due to mark-to-market losses on the treasury portfolio.
- The company is experiencing elevated churn rates in the Silver subscription segment, impacting overall customer growth.
- Unique business inquiries have shown a decline, attributed to increased buyer verification processes and external factors like geopolitical tensions.
- Despite efforts in performance marketing, the growth in unique business inquiries has been limited, raising concerns about the effectiveness of these strategies.
Good evening, ladies and gentlemen. I'm Avijit Vikram, Head of Investor Relations. On behalf of IndiaMART InterMESH Limited, I welcome you all to the company's quarter four and FY 2026 earnings webinar. (Operator Instructions)
Joining us today from the management side, we have Mr. Dinesh Agarwal, Chief Executive Officer; Mr. Vijay 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 made in today's call may be forward-looking in nature and may involve risks and uncertainties. Kindly refer to slide number 3 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.
Thank you, Avijit. Good evening, everyone,
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