NAUKRIBSEInfo Edge (India) LtdHighNeutral
Announced Fri, 22 May · 13:15 IST

The Board of Directors of the Company at their meeting held today i.e. on Friday, May 22, 2026, have, inter alia, considered and approved the audited Standalone & Consolidated Financial ....

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NAUKRI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.7%1-day move
₹921.50
prior close
₹932.20
base price
In-mkt
timing
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+4.3+5.2+4.2+2.7+1.7+6.6+9.5+8.7+8.5+9.1+7.1+6.7+29.1
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AI summary

Info Edge (India) Limited reported standalone revenue of ₹8,051 Mn for Q4 FY26 (up 17% YoY) and ₹30,520 Mn for full year FY26 (up 15% YoY). Operating profit before exceptional items stood at ₹14,731 Mn for FY26 versus ₹12,871 Mn in FY25. The company reported exceptional gain of ₹51,675 Mn primarily due to ₹52,001 Mn fair value gain from PB Fintech merger (converting MakeMyTrip from joint venture to financial investment). Net profit surged to ₹55,357 Mn from ₹7,734 Mn year earlier due to this one-time gain. Excluding exceptional items, profit grew ~14%. Segment-wise, Recruitment Solutions (Naukri) revenue grew 14% to ₹22,559 Mn while 99acres grew 19% to ₹4,881 Mn. Auditors gave unmodified (clean) opinion. Board recommended final dividend of ₹3.60 per share.

Likely market impact

The massive PAT jump is primarily due to a one-time exceptional gain from the PB Fintech transaction and is not reflective of underlying business performance. Investors should focus on ~15% organic revenue growth and 14% operating profit growth which indicate steady but not exceptional underlying performance. The clean auditor opinion removes key audit risk concerns.