Info Edge (India) Limited has informed the Exchange regarding 'Company Update for the Quarter and Financial Year ended March 31, 2026'.
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On the reaction day the stock moved 3.2 pts less than Nifty Midcap 150 and 2.0 pts less than its Internet & Catalogue Retail peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Info Edge released Q4FY26 and FY26 standalone billing numbers ahead of official results. Standalone billings grew 7.4% YoY to Rs 1057.1 crore in Q4 and 10.3% to Rs 3177.5 crore for full year FY26. Recruitment Solutions, the largest segment, reported 9.5% Q4 growth and 10% full-year growth, moderating due to macroeconomic uncertainty and geopolitical headwinds impacting Naukri Gulf and B2B business. Jeevansathi showed strong 20.9% Q4 and 28.5% full-year growth. 99acres had modest 1.9% Q4 growth due to sales organisation changes but expects improved trajectory in FY27. Shiksha faced 13% Q4 decline as AI-driven search reduces traffic referrals. The numbers are unaudited and subject to review by Audit Committee, Board and Statutory Auditors.
Overall 10.3% full-year billing growth is healthy but Q4 moderation in Recruitment Solutions and decline in Shiksha may concern investors. Jeevansathi continues as the fastest-growing segment. The 99acres sales transition is a near-term headwind but management expects recovery.