Q4 2026 Info Edge (India) Ltd Earnings Call Transcript
Key Points
- Info Edge (India) Ltd (BOM:532777) reported a 17% year-on-year revenue growth for Q4 FY26, reaching INR805 crore.
- Operating profits at a standalone level grew by 39% year-on-year to INR323 crore, with an operating margin of 40%.
- The recruitment segment showed strong performance with a 14% revenue growth to INR581 crore and a 22% increase in operating profit to INR340 crore.
- The company declared a final dividend of INR3.6 per share, contributing to a total dividend payout of INR8.4 per share for FY26, a 40% increase from the previous year.
- The Naukri job seeker services business reported a 33% year-on-year growth in billings for Q4 FY26, with a 60% operating profit margin.
- The overall job market sentiment remains subdued, with slower hiring in non-IT sectors and larger GCCs reducing headcount.
- The real estate segment's Q4 billings grew by only 2%, and the segment incurred operating losses of INR559 crore for the full year FY26.
- AI-driven changes in search behavior have negatively impacted the education business, leading to a 13% decline in Q4 billings.
- The matchmaking business, despite growth, still incurred operating losses, with Jeevansathi reporting a loss of INR3 crore in Q4 FY26.
- Geopolitical headwinds and tariff-related uncertainties have contributed to a cautious hiring stance among corporates, affecting recruitment growth.
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Vineet, we have 76 participants with us. You can go ahead now.
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Thank you, Anand. Good evening, everyone. Welcome to Info Edge India Limited quarter four FY26 earnings conference call. Joining us today from the management, we have Mr. Sanjeev Bikhchandani, Founder and Vice Chairman; Mr. Hitesh Oberoi, Co-Promoter and Managing Director; and Mr. Ambarish Raghuvanshi, Chief Financial Officer.
Before we begin, I would like to draw your attention to the detailed disclaimer included in this presentation for good disclosure good order sake. And can you note that the conference is being recorded, all the participant lines will remain on mute will, and there'll be an opportunity for Q&A after the presentation concludes.
Now I would like to hand over the call to Mr. Ritesh brave for his opening remarks.
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