Transcript of Earnings Conference Call on financial results for the quarter and year ended March 31, 2026
NAUKRI · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
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% to Rs.323 crores and operating margins at 40%. For full year FY26, billings were Rs.3,178 crores (+10%) and revenue Rs.3,052 crores (+15%), with operating margin at 37%. The recruitment business remained the cash engine with 58% operating profit margin in Q4, while 99acres saw a one-time Rs.20.5 crore revenue benefit from warranty provision reversal. Jobseeker services accelerated to 33% growth in Q4 following the Naukri 360 transition. The company highlighted that hiring sentiment remains subdued but AI-related roles are seeing strong demand. Cash balance stood at Rs.4,963 crores with total dividend of Rs.8.4 per share (+40% YoY).
Strong cash generation and margin expansion reflect solid execution, though the lukewarm hiring environment and soft real estate segment growth in Q4 remain headwinds. The one-time revenue boost in 99acres should not be factored into forward estimates.