Info Edge (India) Limited — Investor Meet, 03-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Info Edge reported Q4 FY25 standalone billings of Rs. 984 Cr (+19% YoY) and revenue of Rs. 687 Cr (+13%), with operating margin at 34%. Full-year billings grew 15% to Rs. 2,882 Cr, with margin expanding to 37%. Recruitment saw broad-based growth led by Tech, BFSI, healthcare, and SMB clients, with Naukri adding 22,000 resumes daily. 99Acres delivered 22% billing growth and narrowed losses, focusing on market share and platform upgrades. Jeevansathi’s losses fell 76% YoY, supported by AI-driven engagement. Shiksha grew 26% domestically, offsetting study abroad decline, now at breakeven. Management emphasized aggressive marketing and AI investments boosting engagement by 15-20%. Strong cash flow of Rs. 536 Cr in Q4 and a 36% dividend increase underline confident growth execution.