| Revenue growth | Standalone revenue grew 17% YoY in Q4 FY26. |
|---|---|
| Margins | Recruitment margins robust at 58%; 99acres approaching cash break-even. |
| Demand visibility | Lukewarm IT demand; strong domestic non-IT and real estate momentum. |
| Management confidence | Confident in real estate leadership; cautious but steady on recruitment outlook. |
Growth
Standalone revenue grew 15% in FY26; recruitment billings rose 10%, while 99acres saw 19% revenue growth.
Outlook
Aiming to double 99acres business over three years with 25-30% EBITDA margins; targeting high-teen growth in recruitment.
Risks
IT hiring remains subdued due to global headwinds; search traffic for Shiksha faces AI-driven disintermediation risks.
Earnings Call filed with BSE, NSE: NAUKRI. Summary written with AI assistance from the document.
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
All →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.
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
Info Edge (India) Earnings Call Transcript: Key Takeaways
Info Edge reported strong Q1FY27 results with standalone revenue up 12% YoY and Operating PBT margins expanding 652Bps. Recruitment led growth, while 99acres and Matchmaking narrowed losses.
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.
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.
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.