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Info Edge wrapped up Q4 and FY26 with strong standalone results. Q4 revenue hit Rs 805.1 Cr, up 17.2% YoY, with operating profit jumping 39.4% to Rs 322.7 Cr, achieving a 40.1% margin. For the full year, revenue grew 15% to Rs 3,052 Cr, and operating profit rose 17% to Rs 1,137.7 Cr.
Recruitment segment billings increased 9.5% YoY in Q4, boosting operating profits by 404bps. 99acres billings grew 1.9% YoY to Rs 162.8 Cr, reporting Rs 3.4 Cr in operating profit. Jeevansathi & Aisle saw strong billings growth of 23% YoY to Rs 38.6 Cr, maintaining operational cash flow. Shiksha's billings declined 13% YoY to Rs 45.1 Cr but remained operating profitable at Rs 5.6 Cr.
Management highlighted steady growth, improved margins, and market share gains across key verticals. A strategic focus is significant AI deployment to enhance user matching, recommendations, and develop new AI-native products. The board has approved a final dividend of Rs 3.60 per share.
Q4 Standalone EPS (before exceptional items) was Rs 4.59, a 20% YoY increase. Cash from operations (pre-tax) reached Rs 621.1 Cr, up 15.8% YoY, with a robust standalone cash balance of Rs 4,963 Cr.