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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
₹1,187.60
Market cap
₹77,006 Cr
Revenue (annual)
₹3,285 Cr
Net profit (annual)
₹1,450 Cr
P/E (TTM)
43.7×Sector 65.4×
Promoter holding
37.19%-0.28% QoQ
FII holding
25.46%Current quarter

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

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