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Earnings Call

Info Edge (India) Earnings Call: Key Takeaways

Info Edge reported strong Q4FY26 results with standalone revenue growing 17.2% YoY to ₹805cr and operating profit margins improving 639bps to 40.1%.

Highlights
Revenue growth17.2% YoY (Standalone)
MarginsOperating margins improved 639bps to 40.1% YoY.

Growth

Q4FY26 billings rose 7.4% to ₹1,057cr; recruitment billings grew 9.5%, while 99acres revenue surged 35.8% YoY.

Outlook

Strong cash balance of ₹4,963cr; focus on deeper Tier-2/3 penetration in recruitment and market share gains in 99acres.

Risks

Matrimony industry remains highly competitive; recruitment billings in GCC de-grew by 1%; Shiksha billings fell 13% YoY.

Source

Earnings Call filed with NSE, 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.