Info Edge (India) Limited — Investor Meet, 19-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Info Edge's Q3 FY26 standalone performance showed solid growth: Billings Rs. 747 Cr (+12% YoY), Revenue Rs. 765 Cr (+14% YoY), and Operating Profit Rs. 297 Cr (+13% YoY) with 39% margins. Cash reserves are healthy at Rs. 4,825 Cr. Recruitment, 99acres, and Jeevansathi recorded billings growth of 11%, 14%, and 29% respectively. Management noted robust premium and value hiring, but moderation in the mid-segment. AI is central, with Naukri's AI-Rex already aiding 100+ clients. The company boosts shareholder returns with a higher 65% PAT dividend payout and remains confident in long-term strategic investments like JobHai and Shiksha's pivot.