Info Edge (India) Limited — PPTs, 10-08-2026: Investor Presentation

Info Edge reported a robust quarter with standalone billings up 14.4% YoY to ₹737 crore and revenue growing 12.0% YoY to ₹824.5 crore. Operating PBT surged 33.4% YoY to ₹333.9 crore, with margins expanding to 40.5%. Cash from operations improved 25.3% to ₹225 crore.

Recruitment solutions led the growth, with billings increasing 17.5% YoY to ₹552.7 crore and operating PBT up 25.4% to ₹356.4 crore. 99acres also showed strong recovery, with billings up 16.5% YoY to ₹110.1 crore, significantly reducing operating losses to ₹(2.1) crore. Matchmaking (Jeevansathi + Aisle) billings grew 20.3% YoY, with Jeevansathi achieving ₹1 crore operating PBT. Shiksha's billings de-grew due to traffic headwinds.

Strategic focus on AI initiatives is paying off, with AI-Rex gaining over 400 paid customers and Talent Pulse reaching 600+ paid customers, driving efficiency across businesses. The company acquired the remaining stake in Sunrise Mentors for ₹39.99 crore, making it a wholly-owned subsidiary.

Management noted a stronger quarter, supported by improving enterprise hiring and AI offerings. They anticipate continued market leadership for 99acres and further AI integration for product enhancement and new growth. EPS (before exceptional items) rose 22.2% to ₹4.90. Cash balance stands at ₹5,034 crore.