Info Edge (India) Limited — PPTs, 12-11-2025: Investor Presentation

**Info Edge (NAUKRI) Q2 Update:**

Solid Q2FY26 for Info Edge! Standalone revenue climbed 13.7% YoY to ₹746 Cr, with overall billings increasing 12.1% to ₹729 Cr. The core Recruitment business billings grew 11% YoY, while non-recruitment segments (99acres, Jeevansathi, Shiksha) collectively surged 16.3%. Standalone operating profit hit ₹268 Cr, maintaining a healthy 35.9% margin.

**Growth & Strategy:**

The company is focused on market share expansion, with 99acres gaining ground, showing mid-teen billing growth and holding a 49% traffic share. Jeevansathi impressed with 29% YoY billing growth and is operating at a breakeven level. Shiksha also saw strong 13% billing growth. Strategic asset monetization is underway, with planned partial divestments in Shopkirana and NoPaperforms.

**Key Highlights:**

A board meeting has been held where an interim dividend of ₹2.40 per share was declared for FY25-26. A significant unrealized mark-to-market gain of ₹5,200.1 Cr resulted from a joint venture amalgamation (Makesense with PB Fintech), boosting profits. Standalone EPS (before exceptional items, net of taxes) was ₹4.08, up 2.25% YoY. Cash generated from operations (before taxes) rose 11.8% to ₹293 Cr, backed by a strong ₹4,823 Cr standalone cash balance. Management foresees stable growth and continued market share gains, while an ongoing investigation in the 99acres segment currently shows no material impact on financial results.