ALFA Finder| Revenue growth | 17.2% YoY standalone revenue growth in Q4FY26. |
|---|---|
| Margins | Operating margins improved to 40.1% due to operating leverage. |
| Order book | Total deferred sales revenue at ₹1,498cr as of March 31, 2026. |
| Demand visibility | Positive trends in recruitment except GCC; Real Estate traffic up. |
| Management confidence | High; citing market share gains in 99acres and healthy Naukri database. |
Growth
FY26 standalone revenue grew 15% YoY to ₹3,052cr. Q4 billings rose 7.4% YoY to ₹1,057cr.
Outlook
Strong cash balance of ₹4,963cr. Focus on scaling 99acres and Jeevansathi while maintaining Naukri's dominant 75% traffic share.
Risks
Recruitment GCC segment de-grew 1% in Q4. Shiksha billings fell 13% YoY. Matrimonial industry remains highly competitive.
Earnings Call filed with NSE, NSE: NAUKRI. Summary written with AI assistance from the document.
Info Edge (India) Limited: 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.
More from Info Edge (India) Limited
All →Info Edge (India) Annual General Meeting
Info Edge's postal ballot approved appointment of Himanshu Agarwal as Whole-time Director and CFO, and Naresh Chand Gupta as Independent Director. Voting closed November 12, 2026.
Info Edge (India) Other Announcement
Info Edge (India) designated person Sharmistha Mondal sold 1,350 equity shares on NSE for ₹0.16 Crore. Routine PIT disclosure with no material corporate impact.
- Value
- ₹0.16 Cr
Info Edge (India) Business Update
Info Edge published its Naukri JobSpeak Index Report for October 2026 on its website. The monthly index tracks Indian hiring activity on Naukri.com.
Info Edge (India) Employee Stock Options
Info Edge's employee stock option trust sold 1,439 shares on 26 October 2026 under the ESOP scheme. The disposal reduces the trust's holding to 410,707 shares.
Info Edge (India) Earnings Call Transcript: Key Takeaways
Info Edge delivers strong standalone billing growth of 13% while announcing the major exit of long-time CEO Hitesh Oberoi. The core recruitment business remains steady, and real estate portal 99acres has pivoted to positive cash generation.
- Call
- Guides 15% growth
Info Edge (India) Acquisition Worth ₹150 Cr
Info Edge agreed to invest up to Rs.150 Crore in wholly-owned subsidiary Redstart Labs (India) Limited via equity shares in tranches. Redstart remains a wholly-owned subsidiary after the investment.
- Value
- ₹150.0 Cr
- Execution
- Within 18 months from the approval