Just Dial Ltd

- As of the latest update, Just Dial Limited holds about INR4,050 crores in treasury deployed in safe instruments yielding around 7.2%. - There is no explicit current plan or discussion regarding utilization or disbursal of this cash. - The company is keeping cash for potential opportunities in both organic and inorganic growth, but no active fundraising through debt or equity is mentioned. - The macro environment is uncertain, and the company prefers to maintain a healthy cash position given the disruptive sector it operates in. - No mention of any ongoing or future debt or equity fundraising in the discussed period.

- INR30 crores was spent on intangible assets under development in fiscal '23, linked to newer initiatives like JD Xperts and JD Mart, with phase-wise development coming to an end and capitalization expected in upcoming quarters. - Platforms related to these investments are expected to become commercially live over the next 3 to 4 months. - Future capital deployment is under consideration, but no explicit plans have been finalized; the INR4,050 crores treasury is currently in safe instruments yielding about 7.2%. - Potential usage includes organic growth of new initiatives or inorganic opportunities, depending on the macro environment and sector disruptions. - Advertising spends for new verticals JD Xperts and JD Mart are earmarked separately from the core business advertising budget (INR35-40 crores), with no significant advertising planned in the immediate next quarter. - Strategy emphasizes prudent investment with attention to unit economics, avoiding cash burn for the sake of market share.

- Full-year collections reached INR945 crores; sales headcount up by ~1,500 vs. pre-COVID. - Aim to improve existing salesforce productivity by ~10% in revenue. - Additional growth will require hiring more manpower, but hiring will be calibrated. - Paid campaigns expected to grow moderately; fluctuations of a few thousand campaigns don't impact overall revenue materially. - Revenue growth in fiscal 2024 expected to be healthy, driven both by paid campaign additions and ticket size (realizations) increases, roughly split 50:50. - Collections revenue growth is the key focus rather than just campaign count increases. - B2B segment expected to increase contribution from 26% to 33-35% in next 2-3 years, driven by SME adoption. - JD Xperts platform to go live commercially in 3-4 months, expected to scale revenue gradually. - Margins targeted to improve and return to pre-COVID levels by fiscal 2024 or earlier.

- Just Dial reported strong FY23 revenue growth of 30.6% YoY, reaching INR 845 crores, with collections at INR 945 crores, up 44% YoY. - Deferred revenue grew 29.6% YoY to INR 438.2 crores, indicating healthy future revenue recognition. - Management expects continued revenue growth in FY24 and FY25, supported by improving salesforce productivity and paid campaign additions (about half of growth from campaigns, half from realizations). - EBITDA margin expected to improve sequentially, aiming to return to pre-COVID margin levels by FY24-end or earlier. - Collections margin was 25%+ in Q4 FY23, which is positive for profitability. - Employee costs likely to increase modestly—guided INR 70-72 crores for next year (up from INR 65 crores). - Management foresees sustainable growth in coming years, though exact growth percentages (20%-30%+) depend on market and execution. - No explicit guidance issued, but indicators point to healthy earnings and margin expansion ahead.

The transcript provided from the Just Dial Limited call does not explicitly mention specific figures or details regarding the current or expected orderbook or pending orders. However, relevant insights related to sales and transactions include: - Recent collections from the higher sales force are about INR 260 crores. - There's a focus on improving sales force productivity, with an aim to bring cost of sales from around 46-47% back to 40-42%. - The company is targeting profitable revenue growth rather than aggressive market share expansion via cash burn. - JD Xperts platform is expected to go fully live commercially in 3-4 months, with a plan to scale up transactions during H1 FY24. - JD Mart has about 120,000 paying subscribers and serves B2B bulk purchasing; around 1 million product catalogs are available. - The management emphasizes improving collections and revenue growth rather than increasing campaign counts drastically. No concrete "orderbook" or "pending orders" numbers were disclosed in the provided pages.