Info Edge (India) Limited — PPTs, 13-02-2026: Investor Presentation

Info Edge (NAUKRI) delivered a strong Q3, with standalone billings up 11.8% year-over-year (YoY) to Rs 747 Cr. Revenue from operations rose 13.9% YoY to Rs 765 Cr. Operating profit hit Rs 297 Cr, up 12.9% YoY, with margins at 38.9%.

Recruitment business showed solid growth, with billings up 11% YoY and operating margins improving to 59.3%. Non-recruitment segments also grew billings by 14.1% combined. 99acres saw 14.5% YoY growth and increased its traffic-time share to 46%. Jeevansathi billings surged 31% YoY, with its app Aisle growing over 35%. Shiksha's billings increased 3.7% YoY, nearing breakeven.

Standalone EPS (before one-off items) was Rs 4.37, an 8.9% YoY increase. Cash generated from operations was Rs 376 Cr, and the company maintains a robust cash balance of Rs 4,825 Cr. The Board declared a Rs 2.40 interim dividend and updated its dividend policy. Aisle Network became a wholly-owned subsidiary, while Shopkirana and Agstack were reclassified as held for sale. Management underscored resilient business growth and improved profitability across segments.