Info Edge (NAUKRI) investor relations material

Executive summary

• Standalone revenue grew 12.0% YoY to ₹824.5 crore, with billings up 14.4% YoY, led by Recruitment (up 17.5%) and 99acres (up 16.5%).

• Operating PBT rose 33.4% YoY to ₹334 crore, with a margin of 40.5%.

• Cash from operations increased 25% YoY to ₹225 crore; cash balance at quarter-end was ₹5,034 crore.

• AI-driven products and premiumization are key growth drivers across segments.

• Achieved broad-based growth across major business segments, with improved growth trajectory led by core businesses.

Financial highlights

• Standalone billings reached ₹737 crore, up 14.4% YoY; revenue at ₹824 crore, up 12.0% YoY; operating PBT at ₹334 crore, up 33.4% YoY; operating PBT margin at 40.5%.

• Consolidated net sales were ₹881 crore, up 11.4% YoY; consolidated operating PBT at ₹496 crore, up 32.3% YoY.

• Recruitment billings up 17.5% YoY to ₹553 crore; revenue up 13.0% YoY to ₹612 crore; operating PBT margin at 58.3%.

• 99acres billings up 16.5% YoY to ₹110 crore; revenue up 17.3% YoY to ₹130 crore; operating losses reduced, nearing breakeven.

• Exceptional loss of ₹72 crore due to diminution in non-current investments.

Outlook and guidance

• Management is bullish on new AI offerings and expects further monetization opportunities, especially in premium hiring and value segments.

• 99acres expected to sustain healthy growth and become cash generative in FY 2027.

• Shiksha faces continued headwinds from AI-driven changes in search behavior but is investing in new services to offset impact.

• Job Hai expected to more than double revenue this year, with long-term potential to reach ₹100 crore.

• Focus remains on deepening AI adoption, expanding product offerings, and driving profitability across segments.