Reported Earnings • Apr 15
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: ₹58.44 (down from ₹68.70 in FY 2025). Revenue: ₹15.5b (up 36% from FY 2025). Net income: ₹4.97b (down 15% from FY 2025). Profit margin: 32% (down from 51% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Interactive Media and Services industry in Asia are expected to grow by 8.8%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • Jan 14
Third quarter 2026 earnings: EPS exceeds analyst expectations Third quarter 2026 results: EPS: ₹16.35. Revenue: ₹3.90b (up 36% from 3Q 2025). Net income: ₹1.18b (down 10% from 3Q 2025). Profit margin: 30% (down from 46% in 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Asia. Annuncio • Jan 07
Just Dial Limited to Report Q3, 2026 Results on Jan 13, 2026 Just Dial Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 13, 2026 Reported Earnings • Oct 14
Second quarter 2026 earnings: EPS and revenues miss analyst expectations Second quarter 2026 results: EPS: ₹14.04 (down from ₹18.12 in 2Q 2025). Revenue: ₹3.76b (up 32% from 2Q 2025). Net income: ₹1.19b (down 23% from 2Q 2025). Profit margin: 32% (down from 54% in 2Q 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annuncio • Oct 07
Just Dial Limited to Report Q2, 2026 Results on Oct 13, 2025 Just Dial Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Oct 13, 2025 Annuncio • Aug 11
Just Dial Limited, Annual General Meeting, Sep 02, 2025 Just Dial Limited, Annual General Meeting, Sep 02, 2025, at 17:30 Indian Standard Time. Reported Earnings • Jul 16
First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2026 results: EPS: ₹18.77 (up from ₹16.60 in 1Q 2025). Revenue: ₹4.25b (up 52% from 1Q 2025). Net income: ₹1.60b (up 13% from 1Q 2025). Profit margin: 38% (down from 50% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 09
Just Dial Limited to Report Q1, 2026 Results on Jul 15, 2025 Just Dial Limited announced that they will report Q1, 2026 results on Jul 15, 2025 New Risk • Apr 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Annuncio • Apr 16
Just Dial Limited to Report Fiscal Year 2025 Results on Apr 18, 2025 Just Dial Limited announced that they will report fiscal year 2025 results on Apr 18, 2025 Reported Earnings • Jan 11
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: ₹15.44 (up from ₹10.82 in 3Q 2024). Revenue: ₹3.65b (up 38% from 3Q 2024). Net income: ₹1.31b (up 43% from 3Q 2024). Profit margin: 36% (up from 35% in 3Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 04
Just Dial Limited to Report Q3, 2025 Results on Jan 10, 2025 Just Dial Limited announced that they will report Q3, 2025 results at 9:08 AM, Indian Standard Time on Jan 10, 2025 Reported Earnings • Oct 12
Second quarter 2025 earnings released: EPS: ₹18.12 (vs ₹8.44 in 2Q 2024) Second quarter 2025 results: EPS: ₹18.12 (up from ₹8.44 in 2Q 2024). Revenue: ₹2.85b (up 9.3% from 2Q 2024). Net income: ₹1.54b (up 115% from 2Q 2024). Profit margin: 54% (up from 28% in 2Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Annuncio • Oct 04
Just Dial Limited to Report Q2, 2025 Results on Oct 11, 2024 Just Dial Limited announced that they will report Q2, 2025 results on Oct 11, 2024 New Risk • Sep 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Reported Earnings • Jul 21
First quarter 2025 earnings: EPS exceeds analyst expectations First quarter 2025 results: EPS: ₹16.60 (up from ₹9.84 in 1Q 2024). Revenue: ₹2.81b (up 14% from 1Q 2024). Net income: ₹1.41b (up 69% from 1Q 2024). Profit margin: 50% (up from 34% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 18
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₹1,242, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹513 per share. Annuncio • Jul 10
Just Dial Limited to Report Q1, 2025 Results on Jul 16, 2024 Just Dial Limited announced that they will report Q1, 2025 results on Jul 16, 2024 Annuncio • Jun 08
Just Dial Limited, Annual General Meeting, Jun 27, 2024 Just Dial Limited, Annual General Meeting, Jun 27, 2024, at 17:30 Indian Standard Time. Price Target Changed • Apr 20
Price target increased by 11% to ₹1,093 Up from ₹980, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ₹1,066. Stock is up 58% over the past year. The company is forecast to post earnings per share of ₹58.36 for next year compared to ₹42.72 last year. Valuation Update With 7 Day Price Move • Apr 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,010, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 17% over the past three years. Annuncio • Apr 11
Just Dial Limited to Report Q4, 2024 Results on Apr 17, 2024 Just Dial Limited announced that they will report Q4, 2024 results on Apr 17, 2024 Price Target Changed • Jan 16
Price target increased by 11% to ₹974 Up from ₹880, the current price target is an average from 7 analysts. New target price is 11% above last closing price of ₹880. Stock is up 38% over the past year. The company is forecast to post earnings per share of ₹41.01 for next year compared to ₹19.32 last year. Reported Earnings • Jan 13
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2024 results: EPS: ₹10.82 (up from ₹8.93 in 3Q 2023). Revenue: ₹3.40b (up 54% from 3Q 2023). Net income: ₹920.1m (up 22% from 3Q 2023). Profit margin: 27% (down from 34% in 3Q 2023). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year. Annuncio • Jan 06
Just Dial Limited to Report Q3, 2024 Results on Jan 12, 2024 Just Dial Limited announced that they will report Q3, 2024 results on Jan 12, 2024 Reported Earnings • Oct 25
Second quarter 2024 earnings: EPS misses analyst expectations Second quarter 2024 results: EPS: ₹8.44 (up from ₹6.19 in 2Q 2023). Revenue: ₹2.61b (up 27% from 2Q 2023). Net income: ₹717.8m (up 38% from 2Q 2023). Profit margin: 28% (up from 25% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Annuncio • Oct 13
Just Dial Limited to Report Q2, 2024 Results on Oct 20, 2023 Just Dial Limited announced that they will report Q2, 2024 results on Oct 20, 2023 Board Change • Aug 31
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Dinesh Taluja was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Aug 24
Just Dial Limited, Annual General Meeting, Sep 14, 2023 Just Dial Limited, Annual General Meeting, Sep 14, 2023, at 16:30 Indian Standard Time. Agenda: To consider and adopt (a) the audited financial statement of the Company for the financial year ended March 31, 2023; to consider Mr. Ashwin Khasgiwala who retires by rotation as a Director; to consider appoint Ms. Geeta Fulwadaya who retires by rotation as a Director; and to consider other matters. Reported Earnings • Jul 18
First quarter 2024 earnings: EPS and revenues exceed analyst expectations First quarter 2024 results: EPS: ₹9.84 (up from ₹5.75 loss in 1Q 2023). Revenue: ₹3.28b (up 77% from 1Q 2023). Net income: ₹834.0m (up ₹1.32b from 1Q 2023). Profit margin: 25% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Annuncio • Jul 08
Just Dial Limited to Report Q1, 2024 Results on Jul 14, 2023 Just Dial Limited announced that they will report Q1, 2024 results on Jul 14, 2023 Reported Earnings • Apr 19
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: ₹19.32 (up from ₹9.49 in FY 2022). Revenue: ₹9.87b (up 53% from FY 2022). Net income: ₹1.63b (up 130% from FY 2022). Profit margin: 17% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Reported Earnings • Jan 15
Third quarter 2023 earnings released: EPS: ₹8.93 (vs ₹2.32 in 3Q 2022) Third quarter 2023 results: EPS: ₹8.93 (up from ₹2.32 in 3Q 2022). Revenue: ₹2.93b (up 84% from 3Q 2022). Net income: ₹753.2m (up 288% from 3Q 2022). Profit margin: 26% (up from 12% in 3Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Annuncio • Jan 15
Just Dial Limited Accepts Resignation of Divya Murthy Non-Executive, Non-Independent Director with Effect from January 13, 2023 Just Dial Limited accepted the resignation tendered by Ms. Divya Murthy Non-Executive, Non-Independent Director with effect from January 13, 2023. Annuncio • Jan 07
Just Dial Limited to Report Q3, 2023 Results on Jan 13, 2023 Just Dial Limited announced that they will report Q3, 2023 results on Jan 13, 2023 Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director V. Subramaniam was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 17
Second quarter 2023 earnings: EPS and revenues exceed analyst expectations Second quarter 2023 results: EPS: ₹6.19 (up from ₹4.72 in 2Q 2022). Revenue: ₹2.62b (up 68% from 2Q 2022). Net income: ₹521.6m (up 59% from 2Q 2022). Profit margin: 20% (down from 21% in 2Q 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 114%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in Asia. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Annuncio • Oct 08
Just Dial Limited to Report Q2, 2023 Results on Oct 14, 2022 Just Dial Limited announced that they will report Q2, 2023 results at 4:00 PM, Indian Standard Time on Oct 14, 2022 Recent Insider Transactions • Oct 08
Insider recently bought ₹10.0m worth of stock On the 30th of September, Jennifer Anand bought around 18k shares on-market at roughly ₹569 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹11m more in shares than they bought in the last 12 months. Annuncio • Oct 01
Just Dial Limited Appoints V. Subramaniam as Director Just Dial Limited announced that at its AGM held on September 29, 2022, shareholders approved the appointment of Mr. V.Subramaniam as director of the company. Annuncio • Sep 08
Just Dial Limited, Annual General Meeting, Sep 29, 2022 Just Dial Limited, Annual General Meeting, Sep 29, 2022, at 16:45 Indian Standard Time. Agenda: To consider and adopt the audited financial statement of the Company for the financial year ended March 31, 2022 and the reports of the Board of Directors and Auditors thereon; and the audited consolidated financial statement of the Company for the financial year ended March 31, 2022 and the report of Auditors thereon; and to appoint Mr. V. Subramaniam who retires by rotation as a Director. Recent Insider Transactions • Aug 21
Insider recently sold ₹4.5m worth of stock On the 18th of August, Punit Lodaya sold around 8k shares on-market at roughly ₹602 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹4.7m. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months. Recent Insider Transactions • Aug 05
Insider recently sold ₹4.5m worth of stock On the 29th of July, Ramani Iyer sold around 8k shares on-market at roughly ₹574 per share. In the last 3 months, they made an even bigger sale worth ₹4.7m. Insiders have been net sellers, collectively disposing of ₹18m more than they bought in the last 12 months. Recent Insider Transactions • Jul 25
Insider recently sold ₹4.7m worth of stock On the 19th of July, Ramani Iyer sold around 8k shares on-market at roughly ₹571 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months. Price Target Changed • Jul 20
Price target decreased to ₹866 Down from ₹941, the current price target is an average from 10 analysts. New target price is 47% above last closing price of ₹588. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₹12.50 for next year compared to ₹9.49 last year. Reported Earnings • Jul 16
First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2023 results: ₹5.75 loss per share (down from ₹0.57 loss in 1Q 2022). Revenue: ₹1.26b (down 24% from 1Q 2022). Net loss: ₹483.6m (loss widened ₹448.4m from 1Q 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 46%, compared to a 10% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Annuncio • Jul 09
Just Dial Limited to Report Q1, 2023 Results on Jul 15, 2022 Just Dial Limited announced that they will report Q1, 2023 results at 4:00 AM, Indian Standard Time on Jul 15, 2022 Recent Insider Transactions • Jun 28
Insider recently bought ₹2.2m worth of stock On the 21st of June, Sujata Nagar bought around 4k shares on-market at roughly ₹542 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹22m more in shares than they bought in the last 12 months. Recent Insider Transactions • May 27
Chief Product Officer recently sold ₹442k worth of stock On the 19th of May, Vishal Parikh sold around 575 shares on-market at roughly ₹768 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹67m more than they bought in the last 12 months. Reported Earnings • May 01
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: ₹9.49 (down from ₹33.92 in FY 2021). Revenue: ₹7.69b (up 14% from FY 2021). Net income: ₹708.3m (down 67% from FY 2021). Profit margin: 9.2% (down from 32% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 70%. Over the next year, revenue is forecast to grow 6.5%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director V. Subramaniam was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Mar 04
Just Dial Limited Announces Resignation of Dinesh Thapar as Non-Executive, Non-Independent Director Just Dial Limited informed that Shri Dinesh Thapar, Non-executive, Non-independent Director of the Company, has demitted his office as a Director of the Company effective from the close of business hours on February 28, 2022, due to other professional commitments. Shri Dinesh Thapar has confirmed that there is no other reason for demitting his office as Director of the Company. Recent Insider Transactions • Feb 10
Insider recently sold ₹4.5m worth of stock On the 3rd of February, Punit Lodaya sold around 5k shares on-market at roughly ₹903 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹70m more than they bought in the last 12 months. Reported Earnings • Jan 19
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: EPS: ₹2.32 (down from ₹8.08 in 3Q 2021). Revenue: ₹1.87b (up 11% from 3Q 2021). Net income: ₹193.9m (down 61% from 3Q 2021). Profit margin: 10% (down from 30% in 3Q 2021). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 70%. Over the next year, revenue is forecast to grow 38%, compared to a 18% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Recent Insider Transactions • Dec 11
Insider recently sold ₹1.9m worth of stock On the 6th of December, Vijay Gandhi sold around 3k shares on-market at roughly ₹705 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹66m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improved over the past week After last week's 19% share price gain to ₹842, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 71% over the past three years. Board Change • Nov 01
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director V. Subramaniam was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Price Target Changed • Oct 29
Price target decreased to ₹966 Down from ₹1,051, the current price target is an average from 12 analysts. New target price is 21% above last closing price of ₹798. Stock is up 22% over the past year. The company is forecast to post earnings per share of ₹20.38 for next year compared to ₹33.92 last year. Reported Earnings • Oct 21
Second quarter 2022 earnings released: EPS ₹4.72 (vs ₹7.41 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹1.92b (up 14% from 2Q 2021). Net income: ₹329.1m (down 31% from 2Q 2021). Profit margin: 17% (down from 28% in 2Q 2021). Board Change • Oct 02
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Additional Non-Executive Non-Independent Director V. Subramaniam was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 23
Chief Product Officer recently sold ₹485k worth of stock On the 17th of September, Vishal Parikh sold around 500 shares on-market at roughly ₹970 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹13m. Despite this recent sale, insiders have collectively bought ₹474m more than they sold in the last 12 months. Executive Departure • Sep 08
Non-Independent Non-Executive Director Anita Mani has left the company On the 1st of September, Anita Mani's tenure as Non-Independent Non-Executive Director ended after 6.9 years in the role. As of June 2021, Anita still personally held 1.93m shares (₹1.9b worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.08 years. Executive Departure • Sep 08
Non-Independent Non-Executive Director Pulak Prasad has left the company On the 1st of September, Pulak Prasad's tenure as Non-Independent Non-Executive Director ended after 4.9 years in the role. We don't have any record of a personal shareholding under Pulak's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.08 years. Executive Departure • Aug 05
Non-Independent Whole-Time Director V. Krishnan has left the company On the 31st of July, V. Krishnan's tenure as Non-Independent Whole-Time Director ended after 15.8 years in the role. As of March 2021, Krishnan still personally held 640.00k shares (₹552m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years. Reported Earnings • Jul 18
First quarter 2022 earnings released: ₹0.57 loss per share (vs ₹12.84 profit in 1Q 2021) The company reported a soft first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: ₹1.65b (up 1.8% from 1Q 2021). Net loss: ₹35.2m (down 104% from profit in 1Q 2021). Price Target Changed • Jul 17
Price target increased to ₹820 Up from ₹762, the current price target is an average from 9 analysts. New target price is 24% below last closing price of ₹1,073. Stock is up 187% over the past year. Annuncio • Jul 15
Reliance Reportedly in Advance Talks to Buy Justdial Reliance Industries Limited (NSEI:RELIANCE) is in advanced negotiations to buy Just Dial Limited (NSEI:JUSTDIAL) from its founding promoters for $800-900 million. Once complete, the deal will allow Reliance access to the 25-year-old listings company’s merchant database. A formal announcement is expected on July 16, 2021. The listings company has called for a board meeting on the day, as mentioned in a report in The Economic Times. Both sides have been engaging in talks since April. Shardul Amarchand Mangaldas and Co, Cyril Amarchand Mangaldas and Goldman Sachs are the advisors for this deal. Recent Insider Transactions • Jul 08
Chief Revenue Officer recently sold ₹13m worth of stock On the 30th of June, Sumeet Vaid sold around 13k shares on-market at roughly ₹973 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹495m more than they sold in the last 12 months. Recent Insider Transactions • Jun 23
Insider recently sold ₹1.0m worth of stock On the 16th of June, Vijay Gandhi sold around 1k shares on-market at roughly ₹1,012 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹10m. Despite this recent sale, insiders have collectively bought ₹510m more than they sold in the last 12 months. Recent Insider Transactions • Jun 05
Chief People Officer recently sold ₹10m worth of stock On the 31st of May, Rajesh Madhavan sold around 11k shares on-market at roughly ₹942 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹535m more than they sold in the last 12 months. Recent Insider Transactions • May 30
Insider recently sold ₹2.5m worth of stock On the 25th of May, Lalitha Ramanathan sold around 3k shares on-market at roughly ₹796 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹553m more than they sold in the last 12 months. Recent Insider Transactions • May 27
Chief People Officer recently sold ₹1.3m worth of stock On the 19th of May, Rajesh Madhavan sold around 2k shares on-market at roughly ₹737 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹556m more than they sold in the last 12 months. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improved over the past week After last week's 17% share price gain to ₹854, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 34x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 47% over the past three years. Reported Earnings • May 15
Full year 2021 earnings released: EPS ₹33.92 (vs ₹42.00 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹8.25b (down 14% from FY 2020). Net income: ₹2.14b (down 21% from FY 2020). Profit margin: 26% (down from 29% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹824, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 35x in the Interactive Media and Services industry in Asia. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹373 per share. Annuncio • Feb 25
Just Dial Limited Launches Its Exclusive B2B Platform, Jd Mart Just Dial Limited has launched its B2B portal, Jd Mart, across various platforms for users. Jd Mart is an exclusive B2B portal for a new wholesale experience. B2B buyers can discover quality vendors offering a wide selection of products to choose from, spread across various categories to suit all their B2B needs. Valuation Update With 7 Day Price Move • Feb 25
Investor sentiment improved over the past week After last week's 18% share price gain to ₹768, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 13.6x. This compares to an average P/E of 15x in the Interactive Media and Services industry in India. Total returns to shareholders over the past three years are 71%. Is New 90 Day High Low • Feb 25
New 90-day high: ₹768 The company is up 26% from its price of ₹607 on 27 November 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹478 per share. Reported Earnings • Jan 30
Third quarter 2021 earnings released: EPS ₹8.08 (vs ₹9.55 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹2.00b (down 15% from 3Q 2020). Net income: ₹499.3m (down 20% from 3Q 2020). Profit margin: 25% (down from 26% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Jan 30
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the next year, revenue is forecast to grow 15%, compared to a 22% growth forecast for the Interactive Media and Services industry in India. Annuncio • Jan 23
Just Dial Limited to Report Q3, 2021 Results on Jan 29, 2021 Just Dial Limited announced that they will report Q3, 2021 results on Jan 29, 2021 Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improved over the past week After last week's 16% share price gain to ₹732, the stock is trading at a trailing P/E ratio of 17.4x, up from the previous P/E ratio of 15x. This compares to an average P/E of 17x in the Interactive Media and Services industry in India. Total returns to shareholders over the past three years are 26%. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 20% share price gain to ₹734, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.2x. This compares to an average P/E of 16x in the Interactive Media and Services industry in India. Total returns to shareholders over the past three years are 31%. Is New 90 Day High Low • Jan 05
New 90-day high: ₹734 The company is up 90% from its price of ₹386 on 07 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹648 per share. Recent Insider Transactions • Dec 09
Insider recently sold ₹188m worth of stock On the 4th of December, Ramani Iyer sold around 313k shares on-market at roughly ₹601 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹705m more than they sold in the last 12 months. Annuncio • Dec 06
Just Dial Limited Announces Resignation of Ramani Iyer as Whole-Time Director Just Dial Limited informed that Mr. Ramani Iyer, Whole-time Director of the company has tendered his resignation from the position of Directorship of the company with effect from December 4, 2020 to pursue his entrepreneurial interests. Recent Insider Transactions • Nov 12
Founder recently bought ₹226m worth of stock On the 5th of November, Venkatachalam Mani bought around 377k shares on-market at roughly ₹599 per share. This was the largest purchase by an insider in the last 3 months. Venkatachalam has been a buyer over the last 12 months, purchasing a net total of ₹246m worth in shares. Reported Earnings • Nov 01
First half earnings released Over the last 12 months the company has reported total profits of ₹2.69b, up 5.7% from the prior year. Total revenue was ₹8.29b over the last 12 months, down 12% from the prior year. Analyst Estimate Surprise Post Earnings • Nov 01
Second-quarter earnings released: Revenue and earnings beat expectations Second-quarter revenue exceeded analyst estimates by 0.8% at ₹1.68b. Earnings per share (EPS) also surpassed analyst estimates by 29% at ₹7.30. Revenue is forecast to grow 5.5% over the next year, compared to a 22% growth forecast for the Interactive Media and Services industry in India. Valuation Update With 7 Day Price Move • Oct 28
Market bids up stock over the past week After last week's 20% share price gain to ₹680, the stock is trading at a trailing P/E ratio of 14.7x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 15x in the Interactive Media and Services industry in India. Total returns to shareholders over the past three years are 50%. Is New 90 Day High Low • Oct 27
New 90-day high: ₹641 The company is up 73% from its price of ₹371 on 29 July 2020. The Indian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹307 per share. Price Target Changed • Oct 26
Price target raised to ₹542 Up from ₹504, the current price target is an average from 11 analysts. The new target price is 7.3% below the current share price of ₹584. As of last close, the stock is down 7.1% over the past year. Valuation Update With 7 Day Price Move • Oct 17
Market bids up stock over the past week After last week's 17% share price gain to ₹486, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9x. This compares to an average P/E of 30x in the Interactive Media and Services industry in India. Total returns to shareholders over the past three years are 17%. Is New 90 Day High Low • Oct 09
New 90-day high: ₹437 The company is up 17% from its price of ₹375 on 10 July 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Interactive Media and Services industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹296 per share. Recent Insider Transactions • Sep 30
Non-Independent Non-Executive Director recently bought ₹55m worth of stock On the 24th of September, Anita Mani bought around 157k shares on-market at roughly ₹352 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₹77m. Insiders have collectively bought ₹369m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Sep 26
Founder recently bought ₹8.5m worth of stock On the 18th of September, Venkatachalam Mani bought around 22k shares on-market at roughly ₹389 per share. In the last 3 months, they made an even bigger purchase worth ₹77m. Venkatachalam has been a buyer over the last 12 months, purchasing a net total of ₹154m worth in shares.