Just Dial Ltd
NSE:JUSTDIAL
Just Dial Ltd
Once an ambitious startup in the bustling streets of Mumbai, Just Dial Ltd. emerged as the digital bridge connecting millions of Indian consumers to small and medium businesses. Founded in 1996, this company recognized the untapped potential of India's vast and diverse business landscape, seeking to organize and democratize access to commercial information. By pioneering a model that amalgamated both offline and online directories, Just Dial quickly became the go-to source for finding anything from local eateries to essential services. Consumers could dial a hotline, use the website, or more recently, engage via a mobile app, effortlessly accessing verified business listings. This interaction creates a two-way street: businesses gain valuable exposure, while consumers find trusted providers swiftly and efficiently.
Revenue streams for Just Dial have been cleverly designed to capitalize on its massive user base and comprehensive business listings. The company operates on a monetization model that primarily hinges on paid listings and advertising. Businesses looking to magnify their visibility can opt for premium listing services, ensuring they are prominently featured when relevant searches are made. Additionally, Just Dial offers value-added services such as campaigns and sponsorships, tailored to enhance business reach. Its ability to leverage data analytics also provides strategic insights into consumer behavior, catering to businesses keen on targeting specific demographics. Through these well-integrated financial pathways, Just Dial has successfully sustained its position as an essential player in India's digital business ecosystem.
Once an ambitious startup in the bustling streets of Mumbai, Just Dial Ltd. emerged as the digital bridge connecting millions of Indian consumers to small and medium businesses. Founded in 1996, this company recognized the untapped potential of India's vast and diverse business landscape, seeking to organize and democratize access to commercial information. By pioneering a model that amalgamated both offline and online directories, Just Dial quickly became the go-to source for finding anything from local eateries to essential services. Consumers could dial a hotline, use the website, or more recently, engage via a mobile app, effortlessly accessing verified business listings. This interaction creates a two-way street: businesses gain valuable exposure, while consumers find trusted providers swiftly and efficiently.
Revenue streams for Just Dial have been cleverly designed to capitalize on its massive user base and comprehensive business listings. The company operates on a monetization model that primarily hinges on paid listings and advertising. Businesses looking to magnify their visibility can opt for premium listing services, ensuring they are prominently featured when relevant searches are made. Additionally, Just Dial offers value-added services such as campaigns and sponsorships, tailored to enhance business reach. Its ability to leverage data analytics also provides strategic insights into consumer behavior, catering to businesses keen on targeting specific demographics. Through these well-integrated financial pathways, Just Dial has successfully sustained its position as an essential player in India's digital business ecosystem.
Revenue & Growth: Operating revenue grew 7% YoY in Q4 to INR 289.2 crores, with full-year revenue up 9.5%.
Profitability: EBITDA margin reached 29.8% in Q4 (29.4% for the year), both well above management targets; Q4 EBITDA rose 21.9% YoY, and full-year EBITDA grew 55%.
Collections Recovery: Collections rebounded with 11.3% YoY jump in Q4 to INR 340 crores, after slower growth in earlier quarters.
User Metrics: Quarterly unique visitors reached 191.3 million, up 11.8% YoY, with mobile traffic (87% of total) growing 15%.
Deferred Revenue & Paid Campaigns: Deferred revenue stood at INR 558 crores (up 10% YoY); active paid campaigns rose to 613,290 (+5.1% YoY).
Cash Position: Cash and investments at INR 5,279 crores, up 14% YoY.
Guidance & Outlook: Management aspires for mid-teens revenue growth and to maintain 25%+ EBITDA margins in FY26, with flexibility to invest incremental profits in advertising and growth.
Capital Return: Dividend/capital allocation policy is still under discussion and may be announced next quarter.
New Initiatives: A beta online shopping platform for both B2B and B2C sellers is planned for launch next quarter.
