Indiamart Intermesh Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IndiaMART posted Q4 revenue of ₹404 Cr (+14% YoY) and FY26 revenue of ₹1,569 Cr (+13% YoY). FY26 EBITDA was ₹530 Cr (34% margin); Q4 net profit was ₹50 Cr (affected by mark-to-market losses). Cash and treasury balance stands strong at ₹3,280 Cr. A ₹60/share dividend was approved.

Paying suppliers saw a slight Q4 decline to 2.20 lakh, attributed to price increases in the Silver tier and broader market challenges. ARPU growth (8-9%) is the main driver as supplier growth slows. The company is focusing on platform quality, buyer verification, and AI integration to find new growth levers. Management expressed a cautious yet confident outlook, recognizing saturation in some areas while exploring value-added services.