Q1 2026 Info Edge (India) Ltd Earnings Call Transcript
Key Points
- Info Edge (India) Ltd (BOM:532777) reported a YoY revenue growth of 15% for Q1 FY26, reaching INR736 crores.
- The Recruitment business showed resilience with a 15% revenue growth to INR542 crores and an operating profit margin of 53%.
- Niche and adjacent platforms like iimjobs, hirist, Naukrigulf, and Naukri Fast Forward sustained their growth momentum with significant YoY billings growth.
- The Matrimony business achieved break-even at the operating level, with a 36% increase in billings to INR35 crores.
- AI initiatives are driving growth across all verticals, enhancing search quality, user personalization, and operational efficiency.
- Billings growth in the Recruitment segment moderated to 9% due to macroeconomic factors and demand slowdown in certain sectors.
- Non-recruitment businesses were cash negative at INR11 crores in Q1 FY26.
- The Real Estate segment reported operating losses of INR19 crores, with cash losses from operations at INR20 crores.
- Shiksha business is facing headwinds from new AI bots and a decline in overseas study interest, impacting growth.
- Marketing expenses were elevated, impacting operating margins, with a significant portion spent on IPL-related branding campaigns.
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Vineet, currently we have 90 participants on the call. Over to you to get us started. Thank you so much.
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Thank you, Anand. Good evening, everyone. Welcome to Info Edge India Limited Q1 FY26 earnings conference call. Joining us today from management we have Mr. Sanjeev Bikhchandani, Founder and Vice Chairman; Mr. Hitesh Oberoi, Co-Promoter and Managing Director; Mr. Chintan Thakkar, Director and CFO.
Before we begin, I would like to draw your attention to the detailed disclaimer included in the presentation for good orders sake. Kindly note that this presentation, this conference is being recorded. (Event Instructions)
I'll hand over the call to Mr. Hitesh Oberoi for his opening remarks. Thank you and over to you.
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