“The experience could be slightly better than what you see in Amazon and all in terms of cataloging and all that. But in terms of your buying pattern is you have to go and buy on the third-party website. Something like what you see on Facebook Insta and...”

— Abhishek Bansal (CFO)

Management has quietly abandoned previously discussed Reliance synergy initiatives, suggesting that expected parent company benefits have not materialized.

“So, on that particular initiative, what we have realized is that in terms of our traffic, some of these initiatives may not actually move the needle that much in terms of, say, I already have 190 million users and a good chunk of usage originates from searches that happen on Google.”

— Abhishek Bansal (CFO)

The disparity between mobile traffic growth (15%) and overall traffic growth (11.8%) indicates desktop usage is declining rapidly, with mobile now representing 87% of total traffic. This shift has implications for user experience design and monetization strategies.

“C oming to traffic. Traffic trends have been healthy. We had 191.3 million quarterly unique visitors, growing 11.8% year-on-year. Mobile traffic, which forms 87% of our traffic witnessed about 15% year-on-year growth.”

“ … but the most relevant component is obviously the mobile traffic, the 87% component The 87% mobile traffic is growing at about 14.5%, 15% level with, say, around INR6 crores, INR6.5 crores ad spend on user-related campaigns.”

— Abhishek Bansal (CFO)

Management revealed that Tier 2/3 cities generate 55% of traffic but have pricing that's only half of Tier 1 cities, indicating a substantial pricing opportunity as these markets mature.

“So, see Tier 2, even at this point of time, it's not that my -- I will have to check what is the split of our A&P spends between Tier 1 versus Tier 2, Tier 3. But broadly, in our overall traffic, 45% of our traffic broadly comes from Tier 1 cities and about 55% from Tier 2 , Tier 3 cities. So we do adequate advertising in Tier 1 cities as well. Just that Tier 2, Tier 3 cities, in terms of realization, they are half of Tier 1.”

— Abhishek Bansal (CFO)

Concall

“The company reveals that Just Dial has "almost eliminated our cold calling telesales team" and shifted to "qualified data" approach, resulting in "2.5x, 3x" productivity improvement.”

“the productivity of a telesales person working on a qualified data is almost 2.5x, 3x of someone working simply on a cold calling basis.”

“So, few quarters back, as we had mentioned that the bottom 10%, 20% of the sales team where the productivity was much lower, we had tried to rationalize the same. And in recent quarters, we have almost eliminated our cold calling telesales team.”

— Abhishek Bansal (CFO)

Management is implementing category-specific dynamic pricing for non-premium listings, which represents 50% of total revenue. This shift from geographic-only pricing to keyword and category-based pricing.

“So a spa in Malad West has a different pricing versus a spa in Mira Road and so on. In non-premium listings, pricing was mostly customized at geography level. A price in Mumbai, the entry level would differ from a price in Hyderabad, but that entry level used to be the same across keywords. We have now made that as well dynamic, because we realize it's not fair to charge the same INR2,000 per month to a grocery store versus INR2,000 per month to, say, a real estate agent.”

— Abhishek Bansal (CFO)

The CEO revealed an unannounced e-commerce platform initiative launching next quarter, positioning it as a discovery layer for online merchants rather than direct competition with Amazon/Flipkart. This represents a significant strategic expansion beyond traditional local search.

“Yes. We are thinking of online shopping for which probably next quarter, you'll get a flavor of it, which is pure online shopping site.”