Just Dial Limited (JUSTDIAL) — Financial Results(2 announcements)

· NSE 🔴 High Importance Neutral
1 Financial Results 🔴 High Importance Neutral 📄 PDF

Investor Takeaways

  • Revenue grew 9.9% YoY to ₹327.5 Crores in Q1 FY27
  • Net profit increased 4.1% YoY to ₹166.2 Crores
  • Cash and investments rose to ₹6,022.1 Crores
  • EBITDA margin maintained at 26.7%
  • Operating PBT rose 4.9% YoY to ₹75.1 Crores
  • Overall Tone: Neutral

    Key Financial Highlights

    MetricValueYoY Change
    Revenue₹327.5 Cr+9.9%
    Net Profit₹166.2 Cr+4.1%
    EBITDA Margin26.7%Not provided
    EPS₹13.61Not provided
    OPM26.7%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

    CompanyP/EROEROCEMarket Cap (₹ Cr)
    Just Dial12.21N/AN/A4,433.8
    DMART104.25N/AN/A2,84,258.63
    Trent75.43N/AN/A1,45,796.38

    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

    QuarterRevenue (₹ Cr)Net Profit (₹ Cr)OPM%
    Q4FY24270.27115.7426.17
    Q3FY24265.0592.0122.78
    Q2FY24260.6171.7818.71
    Q1FY24246.9883.414.86

    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.

    2 Financial Results 🔴 High Importance Neutral 📄 PDF
    📢 Key Event
    Q1 FY27 revenue up 9.9% YoY to ₹3,275 million; net profit up 4.1% YoY to ₹1,663 million
    🔄 What Changed
    Operating revenue +9.9% YoY; net profit +4.1% YoY; net profit margin +813 bps QoQ; total listings +13% YoY to 56.1 million
    🔮 What's Next
    None
    💡 Investor Takeaway
    Strong growth in revenue and profit margins signals improving operational efficiency and market traction for Just Dial's core local search platform.

    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

    Market Cap: ₹4,433.8 Cr P/E: 12.2

    View full JUSTDIAL stock details →

    Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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