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Earnings Call Transcript

Info Edge (India) Earnings Call Transcript: Key Takeaways

Info Edge reported strong Q4FY26 results with 17.2% YoY revenue growth and substantial 639bps operating margin expansion. Recruitment remains the core engine, while Matchmaking and Real Estate show positive operating profit/cash flow momentum.

Highlights
Revenue growth17.2% YoY standalone for Q4FY26.
MarginsOperating margins improved to 40.1% from 33.7% YoY.
Order bookDeferred sales revenue at Rs. 1,498cr.
Demand visibilityMixed; strong in Non-Tech, slow recovery in GCCs.
Management confidenceHigh, cited market share gains and operating leverage.

Growth

Standalone Revenue grew 17.2% YoY to Rs. 805cr. Operating Profit surged 39.4% YoY to Rs. 323cr.

Outlook

Focus on Tier-2/3 penetration for Recruitment; continued market share gains in 99acres; scaling new matchmaking apps.

Risks

Competitive pressure in matrimonial; Shiksha billings de-grew 13% YoY; GCC segment de-grew 1% in Q4.

Source

Earnings Call Transcript filed with NSE, NSE: NAUKRI. Summary written with AI assistance from the document.

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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.