Just Dial Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 5 Aug 2026 | Retailing | Market Cap: ₹5.8K Cr
Just Dial targets accelerating top line (revenue) growth to mid-teens percentage range in fiscal 2026. Just Dial aims to accelerate top-line growth from current levels to mid-teens percentage growth in fiscal '26, balancing this with maintaining healthy EBITDA margins around 29-30%.
From Just Dial Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹674
Market Cap
₹5.8K Cr
P/E Ratio
11.2
Revenue Rank
Margin Rank
How does Just Dial Ltd rank in Retailing?
Compare Just Dial Ltd against every Retailing company this quarter on revenue, margins and earnings-call signals.
Just Dial Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹307 Cr, net profit ₹100 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Just Dial targets accelerating top line (revenue) growth to mid-teens percentage range in fiscal 2026.
- →Past growth was decent but slightly short of mid-teens; focus is on improving growth while maintaining margins around 29-30%.
- →Growth will come from a balanced mix of volume additions and price increases, aiming for roughly half from volume/traffic growth (currently 12-15%) and half from price hikes.
- →B2B traffic and revenue share is increasing, offering opportunities for better realizations and growth.
- →Investment in digital advertising and qualified lead generation is expected to support volume and revenue growth without substantially increasing sales staff.
- →Operating leverage due to gross margins (~55%) allows margin-accretive growth when deploying more advertising or manpower.
- →New initiatives including an online shopping aggregator site aim to expand addressable market and contribute to future growth.
📈 Profitability & Margins
Rank 3- →Just Dial aims to accelerate top-line growth from current levels to mid-teens percentage growth in fiscal '26, balancing this with maintaining healthy EBITDA margins around 29-30%.
- →Incremental top-line growth (40-45% or more) is expected to flow to EBITDA, allowing margin-accretive expansion despite some increased spending on advertising or initiatives.
- →EBITDA margin guidance is to sustain around 25%+ with no major margin compression expected; operating profits to grow sustainably with a focus on both top-line and profitability.
- →Collections growth improved to 11.3% year-on-year in Q4 FY25, expected to continue supporting revenue growth acceleration.
- →EPS growth likely to benefit from 72% operating PBT growth recorded in FY25, with continued focus on efficiency and capital allocation policy expected soon.
- →Tax rate for FY26 is estimated around 20-21%, higher than the previous year’s 12% effective rate.
🏗️ Capital Expenditure Plans
No information- →Just Dial is developing a dedicated online shopping site aggregating products from various platforms, allowing easy search by keywords and attributes like color and fabric. (Page 18)
- →The beta of this shopping platform is expected soon, targeting online sellers who have standalone websites, distinct from marketplaces like Amazon or Flipkart. (Page 17-18)
- →There are ongoing efforts to integrate rich content such as catalogs, promotional videos, and reels of listed businesses to enhance service listings. (Page 18)
- →No explicit mention of large capex figures, but investment is implied in technology platforms, content integration, and digital advertising. (Throughout discussion)
- →No specific details provided on other strategic capital investments, but focus is on sustainable top-line growth supported by efficient advertising and technology upgrades. (Pages 4-6, 9-10)
💰 Fundraising & Capital Structure
No information- →There is no mention of any current or planned fundraising through debt or equity in the provided content.
- →The company focuses on growing top line and EBITDA sustainably through operational leverage and advertising.
- →Capital allocation policy discussions are ongoing, particularly around returning excess cash via dividends, but no explicit plans for raising new funds have been stated.
- →The company has a strong cash position (INR 5,280 crores including investments) and is deploying part of the cash into fixed deposits and debt mutual funds.
- →Parent company Reliance sees Just Dial as a high free cash flow generating business, indicating an emphasis on organic growth rather than external fundraising for now.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Just Dial Ltd Q4 FY25 results?
Just Dial targets accelerating top line (revenue) growth to mid-teens percentage range in fiscal 2026. Just Dial aims to accelerate top-line growth from current levels to mid-teens percentage growth in fiscal '26, balancing this with maintaining healthy EBITDA margins around 29-30%.
What is Just Dial Ltd share price analysis?
Just Dial Ltd currently shows a below-average growth signal. The stock trades at a P/E of 11.2 with a market cap of ₹5,809 Cr. Investors should review the full earnings analysis for detailed insights.
Is Just Dial Ltd planning capital expenditure?
Just Dial is developing a dedicated online shopping site aggregating products from various platforms, allowing easy search by keywords and attributes like color and fabric.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.