BSECompany Update1d ago · 19 Oct 2026, 10:12 pm

Press Release - Unaudited Financial Results for the second quarter and half year ended September 30, 2026

Just Dial Ltd · 535648

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Just Dial Ltd announced unaudited financial results for the second quarter and half year ended September 30, 2026, with revenue of ₹342.8 Crores, a 13.1% YoY growth, and net profit of ₹107.8 Crores, a 9.7% YoY decline.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Just Dial Ltd - 535648 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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October 19, 2026 BSE Limited National Stock Exchange of Metropolitan Stock Exchange of Phiroze Jeejeebhoy India Limited India Limited Towers, Exchange Plaza, C-1, Building A, Unit 205A, 2nd Floor, Dalal Street, Block G, Bandra-Kurla Complex, Piramal Agastya Corporate Park, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 L.B.S Road, Kurla (West), Scrip Code: 535648 Trading Symbol: JUSTDIAL Mumbai - 400 070 Trading Symbol: JUSTDIAL Dear Sir/Madam, Sub.: Press Release – Unaudited Financial Results for the second quarter and half year ended September 30, 2026 Press Release of the Company in respect of Unaudited Financial Results of the Company for the second quarter and half year ended September 30, 2026 is attached, and also available on the website of the Company at www.justdial.com. This is for information and records. Thanking you, Yours truly, For Just Dial Limited Manan Udani Company Secretary and Compliance Officer Encl: as above Earnings Release JUST DIAL ANNOUNCES RESULTS FOR QUARTER ENDED SEPTEMBER 30, 2026 Mumbai, India – October 19, 2026: Just Dial Limited (BSE: 535648, NSE: JUSTDIAL), India’s leading local search engine company. Justdial Builds on Strong Start to FY27, Accelerating AI-Led Transformation and Expanding Merchant Offerings. The company reported Revenue of ₹342.8 Crores for Q2 FY27, registering a YoY growth of 13.1% and a QoQ growth of 4.7%. Operating EBITDA stood at ₹90.7 Crores with EBITDA Margin at 26.4%. Net Profit stood at ₹107.8 Crores, reflecting a YoY decline of 9.7%, primarily due to lower other income amid elevated yield rates. As part of its ongoing transformation, Justdial continued to invest in AI-led capabilities, automation and B2B expansion, with these strategic priorities accounting for approximately one-third of incremental expenditure during the quarter. The investments are intended to enhance platform capabilities, deliver greater value to merchants and unlock opportunities for long-term growth. Justdial continues to strengthen its position as a leading platform for local business discovery in India, with Paid Campaigns growing 5.2% YoY and 2.7% QoQ to 656,520 during the quarter. The platform recorded 198.4 million unique visitors, while total business listings stood at 57.4 million as of September 30, 2026. Financial Highlights for Fiscal 2027 Second Quarter (2Q-FY27)  Operating Revenue: Operating Revenue stood at ₹342.8 Crores, up 4.7% QoQ and 13.1% YoY.  Operating EBITDA & Margin: Operating EBITDA stood at ₹90.7 Crores, up 3.7% QoQ. EBITDA Margin at 26.4%. Advertising spends stood at ~ ₹11.6 Crores during the quarter. Earnings Release  Other Income stood at ₹54.6 Crores, down 58.5% QoQ and 25.6% YoY. Bond yields increased ~57 bps QoQ Basis as compared to Q1 FY27 where it had gone down ~44 bps resulting in higher MTM Gains during Q1 FY27.  Profit Before Taxes stood at ₹134.6 Crores, down 34.9% QoQ.  Net Profit stood at ₹107.8 Crores, down 35.1% QoQ and 9.7% YoY. ETR stood at a normalised level of 19.9% for the quarter.  Collections (incl. Monthly ECS) stood at ₹328.8 Crores, up 5.3% QoQ and 11.7% YoY.  Deferred Revenue stood at ₹ 526.1 Crores, down 2.6% QoQ and flattish YoY.  Cash and Investments stood at ₹ 6,113.9 Crores as on September 30, 2026 compared to ₹ 5,569.7 Crores as on September 30, 2025 and ₹ 6,022.1 Crores as on June 30, 2026. Business Highlights for Fiscal 2027 Second Quarter (2Q-FY27)  Active Paid Campaigns at the end of quarter stood at 656,520 up 5.2% YoY and 2.7% QoQ.  Total Traffic (Unique Visitors) for the quarter stood at 198.4 million, up 0.4% YoY and 2.8% QoQ. 85.1% traffic originated on Mobile platforms, 12.4% on Desktop/ PC and 2.5% on our Voice platform.  Total Active Listings stood at 57.4 million as on September 30, 2026, an increase of 12.2% YoY and 2.3% QoQ. 1,309,647 listings were added (net) to the database during the quarter. Out of total listings, 43.0 million listings were geocoded as on September 30, 2026, up 19.8% YoY. Total Images in listings stood at 269.5 million, up 12.8% YoY and 2.5% QoQ.  Total Ratings & Reviews stood at 164.0 million at the end of quarter, up 6.0% YoY. Earnings Release Mr. Dinkar Ayilavarapu, Chief Executive Officer, Just Dial, commented: “The first half of FY27 has given us something more valuable than a couple of good quarters: clarity on where Justdial goes next, and early evidence that we are on the right path. Over three decades, Justdial has built one of India’s deepest and most trusted relationships with small businesses. Historically, we have served that relationship mainly through discovery. Our focus now is to make every merchant on Justdial more successful, and to become the platform they rely on to be found, win customers, and run their business. We are executing on three clear priorities. First, strengthening our core by improving outcomes for merchants and using AI to make our sales engine sharper and more productive. Second, helping merchants manage their digital presence and customer conversations wherever their customers are. Third, building new products and services that make every merchant relationship more valuable over time. Early adoption of our new merchant tools has been encouraging. With a profitable core business and a strong balance sheet, we are investing from a position of strength, with discipline and patience.” Building Justdial’s Next Phase of Growth Justdial’s Immediate strategy is focused on building on its established strengths while expanding the value it delivers to merchants. The company continued to advance strategic initiatives across B2B offerings and AI capabilities, while sharpening its focus on merchant success, using proprietary data and insights to improve demand-supply matching, make customer acquisition more efficient, and deepen its presence in priority business categories. Justdial is also seeing positive adoption of its AI-powered CRM and lead management tools, designed to address the needs of Indian businesses. Looking further ahead, Justdial sees opportunities to extend its platform beyond discovery and lead generation by addressing a broader range of merchant needs. Potential areas include connecting businesses with relevant services through a marketplace, developing AI-powered tools to support business operations, and applying its merchant intelligence and context to enable new digital services. The company’s approach is centred on disciplined execution, with a focus on strengthening its core business, scaling initiatives that demonstrate sustainable economics, and developing new capabilities as opportunities mature. Earnings Release JUST DIAL LTD - 2Q FY27 (Quarter ended September 30, 2026) PERFORMANCE SUMMARY YoY QoQ Metric Unit 2Q FY27 2Q FY26 1Q FY27 change change Operating Revenue (₹ million) 3,428 3,031 13.1% 3,275 4.7% Operating EBITDA (₹ million) 907 871 4.1% 874 3.7% Operating EBITDA Margin % 26.4% 28.7% -228 bps 26.7% -25 bps Operating PBT (₹ million) 800 737 8.6% 751 6.5% Other Income (₹ million) 546 733 -25.6% 1,315 -58.5% Profit Before Taxes (₹ million) 1,346 1,470 -8.5% 2,066 -34.9% Net Profit (₹ million) 1,078 1,194 -9.7% 1,662 -35.1% Net Profit Margin % 27.1% 31.7% -460 bps 36.2% -909 bps Unearned Revenue (period end) (₹ million) 5,261 5,260 0.0% 5,401 -2.6% Cash & Investments (period end) (₹ million) 61,139 55,697 9.8% 60,221 1.5% Unique Visitors^ (million) 198.4 197.7 0.4% 192.9 2.8% - Mobile (million) 168.9 172.5 -2.1% 166.8 1.2% - Desktop/ PC (million) 24.5 19.7 24.7% 20.5 19.8% - Voice (million) 5.0 5.5 -9.2% 5.6 -11.7% - Mobile % share 85.1% 87.3% -215 bps 86.5% -134 bps - Desktop/ PC % share 12.4% 10.0% 242 bps 10.6% 175 bps - Voice % share 2.5% 2.7% -26 bps 2.9% 5 bps Total Listings (period end) (million) 57.4 51.2 12.2% 56.1 2.3% Net Listings Addition 1,309,647 1,519,607 -13.8% 1,467,180 -10.7% Total Images in Listings (period end) (million) 269.5 239.0 12.8% 262.9 2.5% Listings with Geocodes (period end) (million) 43.0 35.9 19.8% 41.7 3.1% Ratings & [Showing first 8,000 characters — download PDF for full document]