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Earnings Call

Info Edge (India) Earnings Call: Key Takeaways

Info Edge delivered a strong Q4 FY26 with standalone revenue growth of 17% YoY and operating profit growth of 39% YoY. Management is aggressively pivoting to AI-first strategies across recruitment, real estate, and matchmaking segments.

Why this was an Alfa AlertNot a filter event. Financial results were strong but did not exceed previously stated management guidance by >10% on primary metrics.
Highlights
Revenue growthFY26 standalone revenue grew 15% YoY.
MarginsOperating margins improved to 40% in Q4 standalone.
Demand visibilityLukewarm hiring sentiment; cautious stance from global and domestic corporates.
Management confidenceHigh in 99acres market share gains and AI-Rex adoption.

Growth

FY26 standalone revenue grew 15% to ₹3,052cr; recruitment grew 14%. Q4 standalone operating margins reached 40%.

Outlook

Aiming to double 99acres business over 3 years with 25-30% EBITDA margins. Expecting 99acres to turn cash-generative in FY27.

Risks

Subdued IT hiring sentiment, geopolitical headwinds affecting NaukriGulf, and AI-driven search changes impacting Shiksha's traffic.

Source

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

Read 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

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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.