Matrimony.com (MATRIMONY) Q4 25/26 earnings summary

Executive summary

• Achieved double-digit billing growth of 10.5% in matchmaking for Q4 FY26, with revenue and profit growth driven by operational leverage and new product offerings.

• Maintains leadership in Indian online matchmaking with 0.96 million paid subscribers in FY26 and a dominant market share, especially in southern India.

• Completed a share buyback of INR 58.5 crores in Q4 FY26 to reward shareholders; buyback of 893,129 equity shares at INR 655 per share completed in February 2026.

• Opened the first Elite Matrimony center in Hyderabad, expanding the premium segment, and launched new platforms including Luv.com, MeraLuv, and MatchAstro.

• Audited consolidated and standalone financial results for the quarter and year ended March 31, 2026, were approved, showing continued profitability and operational stability.

Financial highlights

• FY26 consolidated revenue was INR 46,000 lakhs (INR 4,600 Mn), up 0.9% YoY; Q4 FY26 revenue was INR 1,168 Mn, up 7.8% YoY and 3.2% QoQ.

• FY26 PAT was INR 3,417 lakhs (INR 342 Mn), down from INR 4,528 lakhs (INR 453 Mn) in FY25; Q4 FY26 PAT was INR 97 Mn, up 18.3% YoY.

• FY26 EBITDA was INR 525 Mn (11.4% margin), down from INR 638 Mn (13.9%) in FY25; Q4 FY26 EBITDA was INR 145 Mn (12.4% margin), up 17.9% YoY.

• Cash and investments closing balance: INR 3,078 Mn as of March 31, 2026.

• EPS (consolidated, basic) for FY26 was INR 15.92, compared to INR 20.57 in FY25.

Outlook and guidance

• Confident in delivering robust Q1 performance with expected double-digit billing and revenue growth, and PAT more than doubling YoY.

• Focus on customer segmentation, technology-driven user experience, and continued expansion of marriage services and new business verticals.

• Management does not foresee material adjustments from new labour codes and expects no material impact from ongoing legal proceedings with Google.