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Earnings Call Transcript

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.

Highlights
Revenue growth12% YoY standalone; 11.4% YoY consolidated.
MarginsOperating PBT margins expanded to 40.5% from 34% YoY.
Demand visibilityStrong billing growth in Recruitment (17.5%) and Matchmaking (20.3%).
Management confidenceHigh, citing improved growth trajectory led by major businesses.

Growth

Standalone revenue grew 12% to ₹824cr; Operating PBT surged 33.4% to ₹334cr. Consolidated net sales reached ₹881cr.

Outlook

Focusing on AI-led operations and Agentic AI products like AI-Rex. Transitioning Shiksha toward domestic counselling.

Risks

Education segment (Shiksha) faced AI-related traffic headwinds and declining search traffic from Google.

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.

16:53 IST BSE
Employee Stock Options

Info Edge (India) Employee Stock Options

Info Edge Employees Stock Option Plan Trust sold equity shares under the company's ESOP scheme. This disclosure complies with SEBI's Prohibition of Insider Trading regulations.