Info Edge (NAUKRI) Q3 25/26 earnings summary

Executive summary

• Standalone Q3 FY26 billings grew 12% Y-O-Y to INR 747 crore; revenue up 14% Y-O-Y to INR 765 crore; operating profit rose 13% Y-O-Y to INR 297 crore with a 39% margin; cash from operations before tax was INR 376 crore; cash balance at end-Dec 2025 was INR 4,825 crore.

• Consolidated net sales reached Rs. 819.4 crore in Q3FY26, up from Rs. 722.4 crore in Q3FY25.

• Operating profit margin improved to 38.9%, and EPS rose 8.9% YoY to Rs. 4.37.

Financial highlights

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

• Standalone operating profit for Q3FY26 was Rs 297 crore, up 12.9% YoY; margin at 36% for nine months.

• Consolidated profit before tax (excluding exceptional items) was Rs. 444.7 crore, up from Rs. 416.9 crore YoY.

• Total comprehensive loss at consolidated level was Rs. 3,954.6 crore in Q3FY26, compared to income of Rs. 3,182.4 crore in Q3FY25, mainly due to fair value changes in investments.

• Deferred sales revenue reached Rs. 1,240 crore in Q3FY26.

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 new product offerings to drive future growth.

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

• Management highlighted steady business growth and improved profitability, with resilience in recruitment and continued market share gains in non-recruitment segments.