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Earnings Call

Info Edge (India) Earnings Call: Key Takeaways

Info Edge reported strong Q4FY26 standalone revenue growth of 17.2% YoY, led by Recruitment and Real Estate, with significant margin expansion of 639bps to 40.1%.

Why this was an Alfa AlertNot a filter event. Results were strong but did not include a material beat (>10%) over explicit management-provided guidance ranges.
Highlights
Revenue growth17.2% YoY (Standalone Q4)
MarginsOperating margins improved 639bps to 40.1%
Order bookDeferred sales revenue: ₹1,498cr
Demand visibilityStrong listings growth in 99acres (28-35%)

Growth

Standalone Billings grew 7.4% (Q4) and 10.3% (FY26). Operating Profit surged 39.4% in Q4.

Outlook

Strong cash balance of ₹4,963cr for investments. Continued focus on Tier-2/3 penetration in Recruitment.

Risks

Recruitment GCC segment de-grew 1% in Q4. Matrimonial industry remains highly competitive.

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.