Info Edge (India) Limited — PPTs, 08-08-2025: Investor Presentation

Here's a summary of Info Edge's latest financial results, tailored for retail investors:

**Financial Highlights:**

Consolidated revenue surged 16.9% YoY to Rs 790.9 Cr, with standalone revenue up 15.3% YoY to Rs 736.4 Cr. Standalone operating profit hit Rs 250.2 Cr, achieving a 34.0% margin. Consolidated net profit attributable to parent equity holders increased 27.1% YoY to Rs 295.9 Cr. The company maintains a strong standalone cash balance of Rs 4,828 Cr. EPS improved 11.5% to Rs 4.01 (post-split).

**Strategic Initiatives & Growth Drivers:**

The non-recruitment portfolio (99acres, Jeevansathi, Shiksha) drove growth with a 17.6% YoY billings increase, securing market share gains and reducing cash losses. Jeevansathi notably achieved operating breakeven and positive cash flow. Recruitment business billings grew 9.0% YoY, but saw moderation due to macro headwinds. An amalgamation scheme for four wholly-owned subsidiaries is underway.

**Business Developments:**

The Group is divesting its entire shareholding in joint venture Shopkirana to a subsidiary of Udaan, marking its exit from this venture. This highlights active portfolio management.

**Market Position & Competitive Advantage:**

Naukri maintained its dominant traffic share in recruitment (75%+). 99acres reinforced its real estate leadership with strong traffic share and high user engagement. Jeevansathi continued its positive billings momentum amidst competitive market conditions.

**Investor Implications:**

Despite moderation in the core recruitment segment, robust cash generation and a strong cash balance underscore financial resilience. The accelerated growth and path to profitability of the non-recruitment portfolio present positive growth potential. Investors should monitor the recovery trajectory of the recruitment sector.