Info Edge (NAUKRI) Q3 25/26 earnings summary

Executive summary

• Standalone Q3 FY26 billings grew 11.8% YoY to INR 747 crore; revenue up 13.9% YoY to INR 765 crore; operating profit rose 12.9% YoY to INR 297 crore with a 38.9% margin.

• Cash from operations before tax was INR 376 crore; cash balance at end-Dec 2025 stood at INR 4,825 crore.

• EPS rose 8.9% YoY to INR 4.37.

Financial highlights

• Nine-month FY26 standalone billings up 12% YoY to INR 2,120 crore; revenue up 14% to INR 2,247 crore.

• Consolidated net sales were INR 819.4 crore in Q3FY26, up from INR 722.4 crore in Q3FY25.

• Profit before tax (excluding exceptional items) was INR 444.7 crore, up from INR 416.9 crore YoY.

• Total comprehensive loss at consolidated level was INR 3,954.6 crore in Q3FY26, mainly due to fair value changes in investments.

• Dividend payout ratio increased to up to 65% of PAT; second interim dividend of INR 2.4/share approved.

Outlook and guidance

• Hiring environment remains uncertain, especially in mid-market and non-IT sectors; premium and value segments show robust demand.

• Continued investment in AI, JobHai, and platform enhancements expected to drive future growth.

• Real estate and matchmaking segments expected to sustain growth momentum; education business pivoting to counseling and marketing services.

• Non-recruitment businesses (99acres, Jeevansathi, Shiksha) remained cash positive and are expected to sustain growth.