Matrimony.Com Limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Matrimony.com reported Q4 billing of Rs. 114.8 Cr, up 5% QoQ but down 5.3% YoY; revenue stood at Rs. 108.3 Cr, down 2.8% QoQ and 9.1% YoY. Matchmaking billing was Rs. 113.5 Cr, adding 2.5 lakh paid subscriptions, though annual paid subscriptions fell 9%. EBITDA margin for matchmaking dropped to 17.7%, consolidated margin at 10.8%. PAT declined 17.9% QoQ to Rs. 8.2 Cr. Management is focused on North India expansion and multi-brand strategy, targets billing growth in Q1 FY ’26 and PAT growth from Q2. Marketing spend remains high (~40% of revenue) but likely to stabilize. New initiatives are early-stage monetization. Dividend announced at 100%. Sentiment is cautiously optimistic.