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, 2026
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Info Edge reported Q4 FY26 standalone billings of Rs.1,057 crores (+7% YOY) and revenue of Rs.805 crores (+17% YOY), with operating profit growing 39% YOY to Rs.323 crores and operating margins at 40%. Full year FY26 billings were Rs.3,178 crores (+10% YOY) and revenue Rs.3,052 crores (+15% YOY) with operating margin of 37%. The recruitment business (standalone) grew 10% in billings to Rs.811 crores in Q4 with 58% operating profit margin. The 99acres real estate business saw billings grow just 2% to Rs.163 crores in Q4 due to sales organization changes, though traffic share expanded to 52% in April 2026. A one-time Rs.20.5 crore provision reversal boosted 99acres revenue and profitability in Q4. The matchmaking business (Jeevansathi + Aisle combined) grew 23% YOY to Rs.49 crores in billings with operating losses halving year-on-year. Management noted hiring sentiment remains subdued due to geopolitical uncertainty and cautious corporate hiring, particularly in IT and GCC segments, though premium and AI-related roles are seeing strong demand.
The quarter reflects resilient profitability with margin expansion despite moderate topline growth. The 40% operating margin in Q4 and 57% full-year recruitment margins demonstrate strong cost discipline. Management's focus on AI-driven products (AI-Rex with 1,000+ clients) and expansion in premium recruitment segments positions the company well for sustained growth, though near-term headwinds from soft hiring environment and 99acres transition impacts may persist.