JUSTDIAL Just Dial’s Q1 FY27 results have triggered a sharp rally in its stock,
Just Dial’s Q1 FY27 results have triggered a sharp rally in its stock, which surged nearly 15% today to ₹648. The company reported a net profit of ₹166 crore and revenue growth of 9.9% YoY, alongside major management changes including the exit of founder VSS Mani and appointment of Dinkar Ayilavarapu as CEO. 📊 Key Financial Highlights (Q1 FY27) Revenue: ₹327.5 crore (↑ 9.9% YoY, ↑ 6.6% QoQ) Net Profit (PAT): ₹166.2 crore (↑ 4.1% YoY, ↑ 66% QoQ from ₹100 crore) EBITDA: ₹87.4 crore (↑ 1.1% YoY) EBITDA Margin: 26.7% (down from 28.9% last year due to higher employee costs) Cash & Investments: ₹6,022 crore (higher than current market cap of ₹5,400 crore) 📈 Stock Market Reaction Share Price Surge: Up 14.77% intraday, hitting ₹648 on BSE. Biggest single-day gain in 2 years (last seen in July 2024). 1-month performance: Stock up 20%, trimming YTD losses to 13%. 👥 Management Changes VSS Mani (Founder, MD & CEO for 33 years): Stepping down effective July 31, 2026. Dinkar Ayilavarapu (ex-Flipkart): Appointed CEO-designate on July 10, 2026, will take charge from August 1, 2026. New CFO: Dinesh Taluja (effective July 11, 2026). 🌐 Operational Metrics Unique Visitors: 192.9 million (flat YoY, ↑ 5.8% QoQ). Mobile: 86.5% Desktop: 10.6% Voice: 2.9% Active Listings: 56.1 million (↑ 13% YoY, ↑ 2.7% QoQ). Geocoded Listings: 41.7 million (↑ 19.7% YoY). Images in Listings: 262.9 million (↑ 14.1% YoY). Active Paid Campaigns: 639,200 (↑ 3.5% YoY). 🚀 Growth Drivers AI Integration: AI-powered voice agents improving buyer-seller matching. AI in sales workflows for lead nurturing and catalogue management. New B2B Initiative: JD Mart “Super Sixer Pack” launched, offering premium catalogues and qualified leads to sellers.
