Just Dial (JUSTDIAL) | News Based Sentiment Analysis

• On September 15, 2025, Just Dial was identified as being within the top 37% of companies with strong fundamentals, suggesting a potential 17% undervaluation. This assessment was supported by a 23.45% year-over-year revenue increase and a significant 121.14% year-over-year EPS increase, highlighting the company’s robust financial health.
• Despite the positive fundamental analysis, Just Dial experienced share price volatility during the month, falling 3.8% on September 9, 2025, in line with broader market concerns. However, the stock demonstrated resilience, recovering to ₹861.60 by September 11, 2025, indicating some investor confidence.
• As of September 22, 2025, Just Dial’s share price was ₹840.30, with a market capitalization of ₹7124.62 Cr, a decrease from ₹849.90 and ₹7235.52 crore respectively on September 15, 2025. This fluctuation shows the stock's sensitivity to market conditions.
• Just Dial reported a net profit of INR 584 Cr for FY25 on September 20, 2025, positioning it as a profitable player among new-age tech companies. This performance trailed Info Edge but surpassed IndiaMART, demonstrating its competitive position within the sector.
• On September 25, 2025, data from World Tourism Day revealed a 47% increase in domestic travel searches and a 44% spike in international travel searches on Justdial’s platform. This indicates strong operational activity and heightened user engagement in the travel sector, potentially signaling positive sentiment.
• Analysts remain optimistic, with 71% recommending a 'buy' rating as of September 22, 2025, forecasting revenue of ₹1.53 Thousand Cr for March 2026 and a diluted normalized EPS of ₹68.70.
• Investors should note that Just Dial’s Q2 FY26 Earnings are scheduled for release on October 10, 2025, which will be a key indicator of the company’s continued performance.

The Investment Story: September was a month of contrasts for Just Dial, showcasing strong financial performance and positive analyst sentiment alongside share price volatility tied to broader market trends and fluctuations in travel search demand.

What It Means for Investors: The combination of robust financial results, a profitable position within the new-age tech landscape, and positive analyst outlook suggests a potentially attractive investment. However, investors should be aware of the stock’s sensitivity to external economic factors and monitor upcoming earnings.

Looking Ahead: Investors should closely watch the Q2 FY26 earnings release on October 10, 2025, to assess the company’s growth trajectory. Monitoring analyst ratings and broader market conditions will also be crucial.

The Bottom Line: Just Dial appears to be a fundamentally sound company with strong profitability and a positive outlook, but its investment prospects are currently linked to broader economic trends and consistent execution of its growth strategy.