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Info Edge (NAUKRI) investor relations material

Info Edge Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary12 Nov, 2025

Executive summary

  • Standalone Q2 FY26 billings grew 12.1% YoY to INR 729 crore; revenue up 13.7% YoY to INR 746 crore; operating profit at INR 268 crore with a 35.9% margin.

  • Cash from operations before taxes in Q2 FY26 was INR 293 crore, up 11.8% YoY; cash balance at end of September 2025 was INR 4,823 crore.

  • Exceptional gain of INR 5,200 crore in Q2 FY26 from PB Fintech/Makesense Technologies revaluation.

  • Interim dividend of INR 2.4 per share declared for FY26.

  • Employee count reached 6,238 at quarter-end.

Financial highlights

  • Consolidated Q2 FY26 net sales at INR 805.5 crore vs INR 700.8 crore YoY; profit before tax (excl. exceptionals) at INR 403.7 crore vs INR 335.3 crore YoY.

  • Total comprehensive income at INR 6,070 crore in Q2 FY26 vs INR 8,170 crore YoY.

  • Standalone operating profit margin was 35.9% in Q2 FY26.

  • Deferred sales revenue at end of Q2 FY26 was INR 1,250 crore.

  • Standalone EPS (before exceptional items) was INR 4.08, up 2% YoY.

Outlook and guidance

  • Management expects steady billings and revenue, with focus on cash generation, margin improvement, and resilience in recruitment amid uncertain hiring conditions.

  • Continued focus on market share gains in 99acres and Jeevansathi, and ongoing investments in Shiksha.

  • Real estate segment expected to see revenue growth follow traffic share gains with a lag.

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Frequently asked questions

Info Edge (India) Limited operates online platforms in recruitment, real estate, matrimony, and education services. Its brands include Naukri.com, 99acres.com, Jeevansathi.com, and Shiksha.com. The company is headquartered in Noida, India, and its shares are listed on the NSE.

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