Info Edge (NAUKRI) investor relations material

Executive summary

• Standalone revenue from operations grew 12% YoY to INR 824–824.5 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 INR 334 crore, with a margin of 40.5%. Cash from operations before taxes increased 25.3% YoY to INR 225 crore.

• Consolidated revenue reached INR 881 crore, up 11.4% YoY, and consolidated operating PBT was INR 496 crore, up 32.3% YoY.

• AI-driven products and premiumization are key growth drivers across segments, with AI-Rex and Talent Pulse gaining traction.

Financial highlights

• Standalone profit before tax (before exceptional items) was INR 427 crore, up 23.4% YoY; after exceptional loss of INR 72 crore, PBT was INR 355 crore.

• Net profit after tax was INR 246 crore, down 5.4% YoY due to exceptional items.

• EPS (before exceptional items) stood at 4.90 for the quarter.

• Cash balance at quarter-end was INR 5,034 crore.

• Deferred sales revenue (standalone): INR 13,859 million as of June 30, 2026.

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 INR 100 crore.

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