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

Executive summary

• Achieved double-digit billing growth of 10.5% in matchmaking for Q4 FY26 and maintained leadership in Indian online matchmaking with 0.96 million paid subscribers and a dominant market share, especially in southern India.

• Completed a share buyback of INR 58.5 crore in Q4 FY26 and recommended a final dividend of Rs.5 per share, rewarding shareholders.

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

• Embedded AI across core products and invested in AI-based astrology startup.

• Audited consolidated and standalone financial results for FY26 were approved, with unmodified audit opinions issued.

Financial highlights

• FY26 consolidated revenue was INR 4,600 Mn (Rs.45,999 lakhs), up 0.9% year-over-year; Q4-FY26 revenue was INR 1,168 Mn, up 7.8% YoY and 3.2% QoQ.

• FY26 PAT was INR 342 Mn (Rs.3,417 lakhs), down 24.5% YoY; 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 balance at INR 3,078 Mn as of March 31, 2026; cash and cash equivalents at year-end stood at Rs.293 lakhs.

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

Outlook and guidance

• Confident in delivering robust Q1 FY27 performance with double-digit billing and revenue growth, and PAT expected to more than double year-over-year.

• 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.