IndiaMART InterMESH Ltd (INDIAMART) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company delivered a steady performance with consolidated revenue growing 12% year-on-year, driven by a 14% YoY growth in collections from customers.
- Deferred revenue, a key indicator of future revenue, showed strong momentum, increasing by 18% year-on-year to Rs. 1,750 crores.
- The platform saw a 12% YoY increase in unique business inquiries, reaching 31 million, indicating healthy buyer engagement.
- The paying supplier base expanded to 222,000, with a normalized net addition of 2,800 suppliers for the quarter, reflecting continued customer acquisition.
- The company is actively leveraging AI to enhance platform experience, improve customer servicing, and strengthen product offerings, with a significant focus on AI-based voice bots for call automation.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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