| 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
- ₹1,254.80
- 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) Limited
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.