Key takeaway: Management reported that Info Edge (India) Limited experienced a better quarter in Q1 FY27 compared to FY26, with standalone billings growing over 14%. The recruitment and real estate segments, particularly Naukri and 99acres, were key drivers of this growth. Revenue increased by 12% YoY to Rs.824 crores, and operating profit rose by 33% to Rs.334 crores. The recruitment business saw billings growth of over 17%, while 99acres achieved a 17% increase in billings and moved closer to break-even. The matchmaking segment grew by 20%, but Shiksha faced a 23% decline in billings. Management emphasized the integration of AI across platforms, enhancing customer experience and operational efficiency. They also highlighted ongoing investments in AI and a diversified investment portfolio in technology. Overall, management expressed confidence in the company's growth trajectory and market position.

Key takeaway: Info Edge (India) Limited reported its un-audited standalone and consolidated financial results for the quarter ended June 30, 2026. The company achieved a standalone revenue from operations of Rs. 824.5 crore, reflecting a year-over-year growth of 12.0%. Operating profit before tax (PBT) increased by 33.4% to Rs. 333.9 crore, with an operating PBT margin of 40.5%. Standalone billings grew by 14.4% year-on-year, driven by strong performance in the Recruitment and 99acres segments, which saw billings growth of 17.5% and 16.5%, respectively. The company generated cash from operations of Rs. 225.0 crore, marking a 25.3% improvement. The presentation highlighted the positive trends in recruitment activity and the adoption of AI-led offerings, contributing to the overall growth. Management noted that the quarter showed stronger performance compared to previous trends.

Key takeaway: In the earnings conference call for Q4 FY26, management reported a standalone revenue of Rs. 805 crores, reflecting a year-over-year growth of 17%. Operating profits increased by 39% to Rs. 323 crores, with operating margins at 40%. For the full fiscal year, standalone revenue reached Rs. 3,052 crores, a 15% increase. The recruitment segment saw billings grow by 10% to Rs. 2,374 crores, while the real estate segment's billings grew by 10% to Rs. 497 crores. Management highlighted a cautious hiring environment influenced by geopolitical factors and a slowdown in certain sectors. They noted a one-time revenue adjustment in the real estate segment, which increased revenue by Rs. 20.5 crores. The company plans to focus on AI-driven enhancements and expanding its market share across segments, particularly in recruitment and real estate. A final dividend of Rs. 3.6 per share was approved, contributing to a total payout of Rs. 8.4 per share for FY26, a 40% increase from the previous year.

Key takeaway: Info Edge (India) Limited reported its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The company achieved a standalone revenue from operations of Rs 805.1 crore for Q4FY26, reflecting a year-over-year growth of 17.2%. The operating profit for the quarter increased by 39.4% to Rs 322.7 crore, with an operating profit margin of 40.1%. For the full fiscal year, standalone revenue grew by 15.0% to Rs 3,052 crore, and operating profit rose by 16.9% to Rs 1,137.7 crore. The company generated cash from operations of Rs 621.1 crore in Q4 and Rs 1,469.3 crore for the full year. The board also approved a final dividend of Rs 3.60 per equity share, subject to shareholder approval at the upcoming Annual General Meeting.

Key takeaway: In the earnings conference call for Q3 FY26, management reported a standalone revenue of Rs. 765 crores, reflecting a year-over-year growth of 14%. Operating profits increased by 13% to Rs. 297 crores, with operating margins at 39%. The recruitment segment saw billings grow by 11% to Rs. 548 crores, while the real estate segment reported a 14% increase in billings to Rs. 117 crores. The matchmaking business, including Jeevansathi and Aisle, achieved a 29% growth in billings. Management highlighted the uncertain hiring environment, particularly in non-IT sectors, and noted a strategic focus on enhancing AI capabilities across their platforms. The Board approved a revised dividend payout ratio of up to 65% of PAT, reflecting a commitment to shareholder returns. Overall, management emphasized a strong cash position and ongoing investments in growth initiatives across various segments.

Key takeaway: Info Edge (India) Limited reported its financial results for the quarter and nine months ended December 31, 2025, highlighting a 14% year-on-year increase in revenue from operations, reaching Rs 764.6 crore. The recruitment business saw an 11% growth in billings, while non-recruitment segments, including 99acres, Jeevansathi, and Shiksha, collectively grew by 14.1%. The company achieved an operating profit of Rs 297.3 crore, with an operating profit margin of 38.9%, reflecting a sequential improvement of 300 basis points. Cash generated from operations before taxes was Rs 376.1 crore. The board declared a second interim dividend of Rs 2.40 per share, effective February 13, 2026. The presentation also noted that the company’s cash balance stood at Rs 4,825 crore as of December 31, 2025, and the employee count was 6,150.