DB / Q4-FY26 / claim-ledger

Audit the questions that mattered.

DB · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

Answered directly

73%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Dwang Sha · and financials

partial

Expectations for next quarter after state elections and EBITDA margin target.

Last year our performance if I take the election revenues out was around 6 and a half%. On the advertising... Now this year in the month of April we have seen a very good double-digit strong growth... I am very confident that this growth should continue of a strong singledigit number even for this year also... my iida margin last year was 24% before this year we were at 26%. So we believe that the maintaining of this number this margin should be achievable.

Dwang Sha · and financials

direct

Whether promoter buying shares is for delisting or just up to 75%.

Yes, you are right. Just to cap up till 75 sir.

Ria Meta · Equitas

direct

Segment-wise growth breakdown for advertising revenue excluding government.

Every other segment has shown a growth from single digit to some of them into a double digit also. Auto had a single digit growth. Real estate had a double digit. Jewelry had a double digit. Healthcare had a double digit. FMCG was flat.

Ria Meta · Equitas

direct

Where is the 120 crore capex going?

Largely with this money is going into buying out the existing properties. What we have rental for example in most of the places we have rented out the properties for our printing presses and offices. So we are slowly and gradually trying to buy out these properties so that we don't have to pay the rent.

Ria Meta · Equitas

evasive

Reason for dip in digital MAUs from 22 million.

If you look at the overall number there's been a constant growth now in one particular month the number goes up because of any local event you know but otherwise we are on a steady pace of a growth.

Bhavy Chan · Care PMS

partial

Change in dividend policy after 60% payout last year.

There is no change in the policy. I think board is evaluating more tax efficient manner to use the cash.

Bhavy Chan · Care PMS

direct

Update on revenue from Google and other platforms.

All the platforms put together have gone to the competition commission of India filing a case against Google and others. So we are still awaiting nothing has happened so far from there.

Sanushi · individual investor

partial

Sectoral growth rates and contribution for Q4.

We don't give the exact number sector wise and all that because of the competitive reason. I hope you will appreciate that. In terms of contribution, education remains in the mid double digits, real estate in a double digit, automobile in a strong single digit, government in a decent double digit, jewelry in a single digit.

Sanushi · individual investor

direct

Ad yield growth percentage in Q4.

There is no major yield growth in quarter 4. The yield has largely remained the same largely the growth has come from the volumes. But some minor percentage growth in yield but nothing worthwhile.

Sanushi · individual investor

direct

Circulation copies in Q4.

Quarter four copies are almost 39 lakhs.

Sanushi · individual investor

direct

Newsprint mix between domestic and imported in Q4.

In quarter 4 the mix has been 80/20 80% Indian 20% imported.

Yash · JB associated

partial

Ad revenue growth excluding election impact and government share.

Correct. You just got the right number. Totally I mean it remains same at around 17 18% or has it changed in the out number one percentage here and there.