Info Edge (NAUKRI) Q4 2026 earnings summary

Executive summary

• Q4 FY26 standalone revenue grew 17.2% YoY to INR 805 crore, with operating profit up 39% YoY to INR 323 crore and a 40% margin; EPS for Q4 was Rs. 4.59, up 20% YoY.

• Full year FY26 standalone revenue rose 15% YoY to INR 3,052 crore; operating profit up 17% YoY to INR 1,138 crore with a 37% margin; standalone net profit was ₹55,357.08 Mn, driven by exceptional gains.

• Cash from operations before taxes reached INR 1,469 crore for FY26, up 12% YoY; cash balance at year-end was INR 4,963 crore.

• The Board recommended a final dividend of INR 3.6 per share for FY26, with a total payout of INR 8.4 per share, a 40% increase YoY.

• Audited standalone and consolidated financial results for FY26 were approved with an unmodified opinion from statutory auditors.

Financial highlights

• Q4 FY26 billings were INR 1,057 crore, up 7.4% YoY; full year billings rose 10% YoY to INR 3,178 crore.

• Recruitment segment Q4 billings up 10% YoY to INR 811 crore; operating profit margin rose to 58.5% in Q4.

• 99acres Q4 billings up 2% YoY to INR 163 crore; revenue up 36% YoY to INR 144 crore; operating profit INR 3 crore.

• Jeevansathi Q4 billings up 21% YoY to INR 39 crore; revenue up 19% YoY to INR 36 crore; operating loss INR 3 crore.

• Shiksha Q4 billings down 13% YoY to INR 45 crore; revenue up 11% YoY to INR 44 crore; operating profit INR 6 crore.

Outlook and guidance

• Recruitment business to focus on premium, mid-level, and value segments, leveraging AI and new offerings for growth.

• 99acres aims to accelerate growth, achieve operating leverage, and turn cash generative in FY27; medium-term goal is to double business in three years and achieve 25%-30% EBITDA margin.

• Jeevansathi targets breakeven and higher monetization, especially in Hindi-speaking markets.

• Shiksha to offset AI-driven search headwinds by investing in counseling and diversifying study abroad destinations.

• The Board continues to monitor regulatory changes and ongoing legal proceedings.