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Earnings Call

Info Edge (India) Earnings Call: Key Takeaways

Info Edge Q3FY26 standalone revenue grew 13.9% YoY to ₹765cr with 38.9% operating margins. Recruitment remains the primary driver, while non-recruitment segments show steady billing growth.

Highlights
Revenue growth14% YoY
MarginsOperating margins improved 303 bps QoQ to 38.9%
Order bookTotal deferred sales revenue ₹1,240cr
Demand visibilityStable recruitment billing; 99Acres mid-teen growth
Management confidenceHigh in recruitment and real estate recovery

Growth

Standalone billings ₹747cr (+11.8% YoY). Operating profit ₹297cr (+12.9% YoY). EPS ₹4.37 (+8.9% YoY).

Outlook

Strong cash balance of ₹4,825cr for investments. Continued market share gains in 99Acres (46% traffic share).

Risks

Competitive matrimonial industry; slowdown in Shiksha's study abroad business; consolidated total comprehensive loss of ₹3,954.6cr.

Source

Earnings Call filed with NSE, NSE: NAUKRI. Summary written with AI assistance from the document.

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Info Edge (India) Ltd: key numbers

Share price
₹1,254.80
Market cap
₹81,364 Cr
Revenue (annual)
₹3,285 Cr
Net profit (annual)
₹1,450 Cr
P/E (TTM)
50.9×Sector 67.6×
Promoter holding
37.47%-0.03% QoQ
FII holding
23.72%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Info Edge (India) Ltd

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16:55 IST BSE
Other Announcement

Info Edge (India) Other Announcement

Info Edge filed a routine PIT Reg 7(2) disclosure for four Designated Persons' equity trades. No promoter or director activity is reported in this submission.

16:58 IST BSE
Other Announcement

Info Edge (India) Other Announcement

Routine insider trading disclosure reporting share sales by an ESOP trust, an immediate relative, and designated employees, totaling approximately ₹0.24 Crore.

Value
₹0.24 Cr
10:28 IST BSE
Management Change

Info Edge (India) Management Change

Info Edge appointed Naresh Chand Gupta as an Independent Director. Additionally, Ambarish Raghuvanshi ceases to be Interim CFO but continues as Finance Advisor until October 2026.

09:40 IST NSE
Board Meeting Outcome

Info Edge (India) Board Meeting Outcome

Info Edge appointed Mr. Naresh Chand Gupta as Non-Executive Independent Director and approved the transition of CFO duties to Mr. Himanshu Agarwal.

15:03 IST NSE
Other Announcement

Info Edge (India) Other Announcement

Info Edge disclosed that CRISIL independently assigned an ESG rating of 'Crisil ESG 69' and Core ESG rating of 'Crisil Core ESG 82'. No financial or operational event accompanies the disclosure.