Info Edge (India) Limited — Investor Meet, 28-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Info Edge (NAUKRI) reported strong Q4 FY26 standalone operating profit at ₹323 Cr (+39% YoY), with 40% margins. Full-year dividend increased 40% to ₹8.4/share. Recruitment billings grew 10% for the year, while 99acres revenue surged 36% in Q4, aiming for cash-positive FY27. Jeevansathi is nearing breakeven with 28% YOY billings growth. Shiksha faces AI-driven traffic headwinds but is adapting. Management is deeply investing in AI across all platforms to enhance productivity and unlock new revenue streams, expressing confidence in long-term growth and market leadership, despite a currently subdued job market.