Just Dial Limited (JUSTDIAL) — Financial Results(2 announcements)
Investor Takeaways
Overall Tone: Neutral
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue | ₹327.5 Cr | +9.9% |
| Net Profit | ₹166.2 Cr | +4.1% |
| EBITDA Margin | 26.7% | Not provided |
| EPS | ₹13.61 | Not provided |
| OPM | 26.7% | Not provided |
What Changed
The company reported Q1 FY27 unaudited results on July 11, 2026. Revenue reached ₹327.5 Crores, reflecting a 9.9% year-on-year increase and 6.6% quarter-on-quarter growth. Net profit rose 4.1% to ₹166.2 Crores compared to the same period last year. Operating profit before tax (PBT) increased 4.9% YoY to ₹75.1 Crores. Cash and investments grew to ₹6,022.1 Crores, indicating improved liquidity. EBITDA margin remained stable at 26.7%. Sequential revenue growth of 6.6% suggests sustained demand momentum. The company highlighted AI-driven improvements in sales productivity and introduced the JD Mart Super Sixer Pack to enhance B2B merchant offerings. These initiatives appear to be contributing to margin stability and operational efficiency. The strong cash position provides flexibility for future investments. Compared to peers, Just Dial trades at a lower P/E of 12.21 versus DMART’s 104.25 and Trent’s 75.43, though direct profitability comparisons are limited by N/A ROE and ROCE data.
Peer Comparison
| Company | P/E | ROE | ROCE | Market Cap (₹ Cr) |
|---|---|---|---|---|
| Just Dial | 12.21 | N/A | N/A | 4,433.8 |
| DMART | 104.25 | N/A | N/A | 2,84,258.63 |
| Trent | 75.43 | N/A | N/A | 1,45,796.38 |
Just Dial’s valuation is significantly lower than DMART and Trent on a P/E basis, suggesting potential undervaluation relative to peers, though peer profitability metrics are not available for direct comparison.
Risks & Concerns
No specific risks were identified in this filing. The company reported stable margins and rising cash reserves. However, the lack of ROE and ROCE data limits assessment of capital efficiency. The AI-driven growth narrative is still in early stages and may take time to translate into measurable profit expansion.
Quarterly Trend
| Quarter | Revenue (₹ Cr) | Net Profit (₹ Cr) | OPM% |
|---|---|---|---|
| Q4FY24 | 270.27 | 115.74 | 26.17 |
| Q3FY24 | 265.05 | 92.01 | 22.78 |
| Q2FY24 | 260.61 | 71.78 | 18.71 |
| Q1FY24 | 246.98 | 83.4 | 14.86 |
Revenue and profitability have shown consistent growth over the past four quarters, with OPM expanding from 14.86% in Q1FY24 to 26.17% in Q4FY24. The upward trend in margins indicates improving operational efficiency. Net profit growth has been steady, supporting the current quarter’s performance. The company’s ability to scale revenue while maintaining margin discipline is a positive signal.
Just Dial reported a 9.9% YoY increase in operating revenue to ₹3,275 million for Q1 FY27, driven by 192.9 million unique visitors and 639,200 active paid campaigns. Net profit rose 4.1% YoY to ₹1,663 million with a 36.2% margin, up 813 bps from the prior quarter. The company highlighted strong mobile engagement (86.5% share) and 13% YoY growth in total listings to 56.1 million. Key leadership changes include V.S.S. Mani stepping down as CEO after 37 years and Dinesh Taluja appointed as new CFO effective July 11, 2026.
About Just Dial Limited (JUSTDIAL)
Consumer Services · Retailing · Listed on NSE
Recent Announcements from Just Dial Limited
-
🟡 Board Meeting — 10 July 2026
Just Dial announced the outcome of its July 10, 2026 board meeting, approving unaudited Q1 results for June 30, 2026, appointing Dinkar Ayilavarapu as... -
🔴 Financial Results — 10 July 2026
Just Dial Limited announced management changes effective July 10, 2026, appointing Dinkar Ayilavarapu as CEO designate effective August 1, 2026, while... -
🔴 Financial Results — 10 July 2026
Just Dial Limited announced its Q1 FY2026 unaudited financial results and board changes effective July 10, 2026. The company appointed Dinkar Ayilavar... -
🔴 Announcement — 1 July 2026
No summary available -
🔴 Announcement — 24 June 2026
No summary available
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.
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