Info Edge (India) Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Info Edge's Q1 FY26 standalone revenue grew 15% to Rs. 736 Cr. Recruitment billings moderated to 9% (Rs. 470 Cr) due to macro factors and client deferrals in IT services and BFSI. Niche recruitment businesses (IIMJobs, Hirist) showed strong growth. 99acres billings increased 17%, and Jeevansathi achieved break-even with 36% billings growth. Marketing spend was higher in Q1 (IPL, new initiatives); Naukri's full-year spend is expected to stabilize, but 99acres and Jeevansathi will see continued investment for market share. AI is deeply integrated across platforms. Management is cautiously optimistic, focusing on long-term growth and leveraging strong cash.