Info Edge (NAUKRI) Q4 24/25 earnings summary

Executive summary

• Standalone Q4 FY2025 billings grew 19% YoY to INR 984 crore; revenue up 13% YoY to INR 687 crore; operating profit rose 3% YoY to INR 231 crore with a margin of 33.7%.

• Full-year FY2025 standalone billings up 15% YoY to INR 2,882 crore; revenue up 11% YoY to INR 2,654 crore; consolidated revenue from operations for FY25 was ₹28,495.51 Mn.

• Net profit attributable to equity holders for FY25 was ₹9,621.40 Mn, a significant increase from ₹5,752.08 Mn in FY24.

• Cash from operations for FY2025 was INR 1,318 crore, up 16% YoY; cash balance at March 2025: INR 4,786 crore.

• EPS before exceptional items for FY2025 was INR 77 pre-split, INR 15 post-split, up 17% YoY; EPS (basic, adjusted) for FY25 was ₹14.88.

• Board proposed a final dividend of INR 18/share pre-split (INR 3.6 post-split); total FY2025 dividend up 36% YoY.

Financial highlights

• Recruitment business Q4 FY2025 billings up 18% YoY to INR 740 crore; revenue up 13% to INR 511 crore; operating profit margin at 54%.

• Real estate segment Q4 billings up 22% YoY to INR 160 crore; revenue up 14% to INR 106 crore; 99acres segment revenue for FY25 was ₹4,107.93 Mn.

• Matrimony Q4 billings up 24% YoY to INR 32 crore; revenue up 25% to INR 30 crore; other segments contributed ₹3,669.52 Mn in FY25.

• Education Q4 billings up 16% YoY to INR 52 crore; revenue up 2% to INR 40 crore; Shiksha generated Rs. 26cr cash from operations in FY25.

• Consolidated Q4 net sales at INR 750 crore vs INR 657 crore last year; profit before tax (excluding exceptional items) at consolidated level was Rs. 716.1cr.

• Total comprehensive loss of INR 9,710 crore in Q4 FY2025 due to exceptional items.

Outlook and guidance

• Optimism for continued growth if hiring environment remains stable and economy grows at 6-6.5%.

• Management highlighted continued improvement in recruitment and non-recruitment businesses, with focus on digital marketing efficiency and platform innovation.

• Ongoing expansion in Tier-2/3 markets and new product features expected to support future growth.

• 99acres and Jeevansathi targeting breakeven or profitability, but will prioritize market share if opportunity arises.

• The company is progressing with a merger of four wholly owned subsidiaries, with regulatory filings underway.