NAUKRINSEInfo Edge (India) Limited· Computers - SoftwareMediumNeutral
Announced Tue, 3 Jun · 20:04 IST

Info Edge (India) Limited has informed the Exchange about Transcript of Earnings Conference Call on financial results for the Quarter and Year ended March 31, 2025

Mgmt Guided Margin PressurePromoter Disclosed Acquisition PlansMgmt Evaded Key QuestionInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Info Edge shared its Q4 FY25 earnings call transcript. Standalone Q4 billings grew 19% YoY to Rs 984 crore and revenue grew 13% to Rs 687 crore, but operating profit grew only 3% to Rs 231 crore with margins at 34% due to higher marketing (including IPL) and AI/employee costs. For full year FY25, billings rose 15% to Rs 2,882 crore, revenue 11% to Rs 2,654 crore, and operating profit grew 12% to Rs 973 crore with margin expanding to 37%. The recruitment business (Naukri) saw broad-based growth (18% Q4, 15% FY25) while non-recruitment businesses (99acres, Jeevansathi, Shiksha) moved closer to breakeven. Cash balance stood at Rs 4,786 crore, total FY25 dividend was raised 36% YoY, and shareholders approved a stock split from Rs 10 to Rs 2 face value.

Likely market impact

Strong FY25 performance with growth across all segments and robust cash generation is positive for shareholders, supported by a 36% dividend hike. However, near-term margins may stay under pressure due to elevated marketing and AI investments. The substantial cash pile and stock split should improve liquidity and retail participation.