Info Edge (India) Limited (NAUKRI) Earnings Call Transcripts

Info Edge (India) Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Info Edge (India) Limited reported strong revenue growth of 17% year-over-year, reaching INR 805 crores, while operating profits surged by 39% to INR 323 crores, resulting in an operating margin of 40%. The company also announced a final dividend of INR 3.6 per share, contributing to a total payout of INR 8.4 per share for the fiscal year, a notable 40% increase from the previous year. Management maintained a cautious outlook for the recruitment segment, citing subdued hiring sentiment, while expressing optimism for recovery in the real estate and matchmaking segments, driven by improved market share and operational efficiencies.

Reported metrics

Guidance from management

Management expects a recovery in the recruitment and real estate segments in FY '27, driven by improved market share and operational efficiencies. They anticipate continued investment in AI to enhance productivity and revenue streams.

What management said

I'd like to add something to that. You see 99acres does not report to me. The operating businesses don't report to me. They report to Hitesh. But what I have observed sitting on the side of the operating businesses is that I think a fantastic team, a huge clarity of thought in granular detail and therefore, execution on what the market wants, what the customer needs, what competition is not doing, where the gaps are ...

Just 1 clarification related to the opening comments. You said something about one-off INR 20 crore accrual in -- was it in 199 acres? And does this impact your billing or revenue -- could you repeat that? I just couldn't understand what .

What analysts pressed on

Analysts expressed concerns about the subdued hiring sentiment in the job market, particularly in the non-IT sector. There were also questions regarding the sustainability of the recent growth in the real estate segment and the impact of AI on recruitment dynamics.

Main topics on the call

• Strong Revenue and Profit Growth — Info Edge reported Q4 FY '26 revenue of INR 805 crores, a 17% increase year-over-year, with operating profits rising 39% to INR 323 crores. The operating margin improved to 40%, reflecting strong operational efficiency.
• Subdued Hiring Sentiment — Management noted that the overall job market remains 'subdued', with hiring primarily occurring in pockets, particularly in AI and machine learning roles. The non-IT market has also slowed, impacting overall recruitment ...
• Real Estate Segment Recovery — The real estate segment showed signs of recovery with 99acres achieving a 2% growth in billings and a 36% increase in revenue. Management expects growth to accelerate in FY '27, driven by improved market share and operat...
• Matchmaking Business Performance — Jeevansathi's billings grew by 21% to INR 39 crores in Q4 FY '26, with a focus on improving sales conversions and ARPUs. The business is nearing breakeven, indicating a positive trend for future profitability.

Read the full Info Edge (India) Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Info Edge (India) Limited earnings call transcripts on record, spanning February 12, 2020 to August 10, 2026. Based on this history, Info Edge (India) Limited reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NAUKRI

Exchange

NSEI

Country

IN

Sector

Communication Services

Industry

Interactive Media and Services

Calls on record

26

First call

February 12, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly