| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | Standalone revenue grew 12% YoY to ₹824 crores. |
|---|---|
| Margins | Recruitment margins healthy at 58%; 99acres losses reduced by 89%. |
| Demand visibility | GCC and Premium hiring robust; IT-services and mid-tier recruitment remains sluggish. |
| Management confidence | Highly optimistic on AI-monetization despite modest volume growth in mid-tier segments. |
Growth
Recruitment billings grew 17% (15% underlying), driven by a 31% surge in GCCs and new AI products like AI-Rex.
Outlook
Management aims to turn 99acres cash generative in FY27; targeting high-teen growth to sustain margin expansion.
Risks
Shiksha traffic is under pressure from generative AI changing user search behavior on Google.
Last quarter's promises, checked
Delivered
- Target turn cash-generative in FY27 → delivered partial progress with 99acres losses reduced 89% (= BEAT)
- Target 20-30% billings growth in Jeevansathi → delivered 21-28% growth range (= BEAT)
- Target 10% recruitment growth to maintain margins → delivered 17% growth with 58% margin (= BEAT)
Partly delivered
- Target Shiksha growth via AI-voicebots → delivered 13% revenue growth but traffic remains under pressure (= PARTIAL)
Missed
- Target NaukriGulf 20% growth → delivered 9% growth in Q4 (= MISS)
Earnings Call Transcript filed with BSE, NSE: NAUKRI. Summary written with AI assistance from 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
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.