Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q2 FY2027 Earnings Presentation
57 slides from Info Edge India's earnings presentation, Oct 28, 2026
Slide 1: Outcome of the Board Meeting – October 28, 2026
infoedge October 28, 2026 1. The Manager- Listing National Stock Exchange of India Limited (Scrip Symbol: NAUKRI) 2. The Manager- Listing BSE Limited (Scrip Code: 532777) Dear Sir/Madam, Subject: Outcome of the Board Meeting – October 28, 2026 Pursuant to the requirements of Regulation 30 and 33 rea
Slide 2: Outcome of the Board Meeting (continued)
infoedge This intimation is also being uploaded on Company’s website and can be accessed at www.infoedge.in. We request you to kindly take the above on record. Thanking You. Yours faithfully, For Info Edge (India) Limited Jaya Digitally signed by Jaya Bhatia Bhatia Date: 2026.10.28 11:53:49 +05'30'
Slide 3: Annexure-I Auditor's Review Report – Standalone
Annexure-I S.R. BATLIBOI & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugram • 122 003 Charter•d Accountants Haryana, India Tel: +91 124 681 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Standalone Financial Res ults of the Company Pursuant to the Regul
Slide 4: Standalone Unaudited Financial Results
I nfo Edge ( lndia) Lim ited Reod. Office : Ground Floor, GF-12A, 94, Meghdoot Bu ildin9, Nehru Pli!c:e, New Delhi• 110019 CIN: l74899DL1995PLC068021 ,Tt!I no. : 0120- 3082000 , Fax: 0120-3082095 ,URL : www.infoedoe.in, Email : investors@naukri.t:om STATEMENT OF STANDALONE UNAUOITED FI NANCIAL RESUL
Slide 5: Standalone Segment Revenue, Results, Assets & Liabilities
P;1rt n. Reoortino or Seama.nt wii;;e Revenue Results nnd A55et.s & Li ab ilities Amount 1n t'( Mnl I 3 months period Preceding 3 Corre.~ponding 3 6 month~ 6 months Yea r endt:d ended 30/ 09/ 2026 mo,ths ended months e nded in ended ended 31/03/2026 30/ 06/ 2026 the pn:wious year 30 / 0 9/2026 3 0/0
Slide 6: Statement of Standalone Assets and Liabilities
~art: lit : Statement of St.Jndalonc Assets l!lnd Lic11Jilltle::5 As at As at September 30, 2026 March 31,2026 (fMn) ifMn) (Unaudi ted) (AUdi1edJ ASSETS NON- CURRENT ASSETS Pro1er:y, plan: aid equi,ment 1,181.79 1,059.96 Capital w::,rk in p-oqress 13.34 175.27 ru::itt c,f uSF asset 2,1,J.Y9 2,320.26
Slide 7: Statement of Standalone Cash Flow
Statement of standaJonc Cash Flow Period endad Period ended September 30, September 30, 2026 2025 (,Mn} r.M"\ ( Unl!udited) (Unctudited) cash flow from operating activities: Proft befJre exceptional items and tax 8,594.66 6,957.52 Adjustment,; for: DePf~~tion encl amcrtlsalion expen;e 49 1.12 452.)G
Slide 8: Notes to Standalone Results
Notes:- 1 This slcitf!ment ha~ ......,,n r~iev•ed b the Audit Comrrittee and annmvu1 t,_y th~ BOcr..i -~ n,..-~- 1n ttP1r rF,:;---v11 meetinns: held on Octoter 28 20=:6. 2 This statement h3S been prei::ared rn aa::oi:lance with the r!COQr ition ard mea9.JremP.rt rnnciplE!S l:1ic do\.,,, in Indian /,
Slide 9: Auditor's Review Report – Consolidated
67 . ln~tituti:mal Ar~il S.R. BATL/80I &ASSOCIATES LLP Sector 44, Gurugrdm • 122 003 Haryana, lnlliil Chartered Accountants Tel: +97 ·24 6S1 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Consolidated Financial Results of the Company Pursuant to the Regulation 3
Slide 10: Auditor's Review Report – Consolidated (continued)
S.R. BATLIBOI &ASSOCIATES LLP Chart«ed Accountants 4. The Statement includes the results of the enrities listed in Annexure A. 5. Based on our review conducted and procedures perfom1ed as stated in paragraph 3 above and based on the consideration of the review reports of other auditors referred to i
Slide 11: Auditor's Review Report – Consolidated (continued)
S.R. BATLIBOI & ASSOCIATES LLP Chartered Accountants • 18 joint ventures, whose interim financial results includes the Group's share of net profit of Rs. 36.84 Mn and Rs 69.54 Mn and Group' s share of total comprehensive im;ome of Rs. 36.84 Mn and Rs. 69.54 Mn for the quaiter ended September 30. 202
Slide 12: Annexure-A List of Subsidiaries
S.R. BATLIBO/ &ASSOCIATES LLP Chartered Accountants Annexure-A Independent Auditor's Report on the Quarterly Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (Referred to in paragra
Slide 13: List of Subsidiaries (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants 15. ldeaclick l11fulabs Private Limited * 16. Vcare Technologies Pri vate Limited* 17. Unnati On line Private Limited* 18. Rare Media Company Private Limited* 19. Kinobi::o Software Private I .imited* 20. Mint Birr! Technologies Private Limited* *
Slide 14: Consolidated Unaudited Financial Results
I nfo Edge ( India) Limited Regd, Office : Grou nd Floor, GF-llA, 941 Meghdoot 6ul,d lng1 Neh·o Pl•cc, New Ot:lhl • 110019 ON : L7419SIOl.19SISPLC068021 ,Tel no , : :>120•3082000 , f'.x : 0120-3082095 ,URL : www.infcedgc.in, Email: investorsC naukrl,com STAlEMENT or cor~SOUOATEO Ul4AUOITEO FlNANCI A
Slide 15: Consolidated Segment Revenue and Results
Pu t II, Rcportlna of Seament wise R1wenuie, Resulb and Aueu & Llabllltlc::s Amount In '(Mn) l months pertod Pre::edlng J Corresponding 3 6 months 6 n:or:ths ended Ye1 r ended cmle:t 30/09/2.01:6 month5 ended months ended in ended 3)/09/ 2025 31/03/2026 31)/06/2026 the previous year 30/09/2026 30/09
Slide 16: Statement of Consolidated Assets and Liabilities
)art Ill: Statemt:nt of Consolidated Assets and Llab titles Asat Asat Sept ember 3 0,2026 March 31, 2026 Mn f Mn (Un.!ludited) (A,u.li\vd) ASSETS NON-CURREflT ASSETS PrO:,erty, pfant a!U eQtipmert 1,lll.ll l, 100.68 R!Qht or use asset 2,258.3<1 2,161.71 etner nt.anQible a;scts ])1,"Q 367.13 capital
Slide 17: Statement of Consolidated Cash Flow
1:,tatement o • \.Onso taatea \..a5n r1ow Period e nded Period ended September 30, Stpb:mbu 30, 2026 2025 ( Unaud ited) (Unidud/teo) cash flow rrom operating a ctivities: P1oril !Jc"Urt! l'!XCC!l)(OnJI i:erc.s •ncl tax l l,0 7.92 8,393.SJ Adju1,tments ror: Dc:m,:lotion ind omoi .i~Uuu t!Xpen~ 6n.~ ;
Slide 18: Notes to Consolidated Results
'• Tl,;.. h:IC WM ~ t :i• A,udlt ,n.- ,.,.., •..., th• A->.a(d pf Ptrfftcn:s to lhfir fl"5P!"'(tM o:e,;tnqs ll§ld a, Octgb({ 28 20'6 2. Tllb. !ttaement llas been prep,rej iA a:ccrdance witt tt e 1e<:ogl'lition md measu,err.ert (rincipleS laid down h J1diM AccoLntn g St~ncard 31, (In:t AS 3◄} " I1ter
Slide 19: Annexure-II Press Release: Q2FY27 Results
Annexure-II infoedge InfoEdge: Q2FY27 Billings up 12.8% YoY; Operating PBT up 29.8%; 99acres Billings Growth Accelerates to 21.2% New Delhi, 28th October 2026: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Un-Audited Standalone and Consolidated Financial Results for the q
Slide 20: Earnings Presentation – Quarter ending September 30, 2026
Annexure- III Earnings Presentation Quarter ending September b 30, 2026 ..., infoedge G naukri 99acres Jeevansathi f shiksha
Slide 21: Safe Harbor
Safe Harbor By attending the meeting/telephonic call where this presentation is made, you agree to be bound by the trailing restrictions regarding the information disclosed in this presentation. This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information p
Slide 22: Business Structure
BUSINESS STRUCTURE Efficiently structured businesses with well-established market-leading brands O P E R AT I N G B U S I N E S S E S INVESTMENTS FINANCIAL RECRUITMENT REAL ESTATE MATCHMAKING EDUCATION INVESTMENTS India's largest online job A leading platform in online Connecting millions for Guidin
Slide 23: Business Highlights
Business Highlights Healthy operating performance across the quarter and half year 4
Slide 24: Q2FY27 and H1FY27 highlights – Standalone
I N F O E D G E S TA N D A L O N E Q2FY27 and H1FY27 highlights – Improved growth trajectory led by major businesses YoY Growth BILLINGS REVENUE OPERATING PBT OPERATING PBT MARGINS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹822cr ₹1,559cr ₹842cr ₹1,666cr ₹347cr ₹681cr 41.3%
Slide 25: Standalone including acquired businesses and consolidated performance
INFO EDGE Q2FY27 and H1FY27 highlights – Standalone including acquired businesses and consolidated performance YoY Growth INFO EDGE - STANDALONE (including acquired businesses1) BILLINGS REVENUE OPERATING PBT CASH FROM OPERATIONS Q 2F Y 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1F Y 27
Slide 26: Key Business Highlights
KEY BUSINESS HIGHLIGHTS Standalone billings (excl. Shiksha) grew over 14.4% in Q2 and about 15.7% in H1; AI now a high single- digit share of Recruitment topline Recruitment delivered broad-based Billings grew 12.6% YoY in Q2 and 14.9% in H1, led by Recruitment B2B. Naukri B2C and Job 1. growth Hai
Slide 27: Recruitment
Recruitment India's largest online job classifieds ecosystem G naukri 8 infoedge
Slide 28: Recruitment: Billings grew 12.6% in Q2, 59% operating PBT margin
R E C R U I T M E N T S TA N D A L O N E Billings grew by 12.6% in Q2 and 14.9% in H1, supported by 59% operating PBT margins YoY Growth FINANCIAL PERFORMANCE – Q2FY27 & H1FY27 OPERATING PBT CASH FROM BILLINGS REVENUE OPERATING PBT MARGINS OPERATIONS Q 2F Y 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY
Slide 29: Healthy operating metrics driving platform strength
RECRUITMENT Healthy operating metrics driving platform strength 120 Mn 699k Resume Database1 Job Listings² 12.41 mint. (Q) @ O Q 20k 313K For You T,.-.dlng Artrklal lnttl Tech'lOlogy n Taleda S.mparhAum1r Subscribe ) 2ftOl,lr'l3" Resumes Added Daily² Paid Users on Naukri 360 + Naukri FastForward3 Ca
Slide 30: AI approach anchored in four priorities
AI IN RECRUITMENT Our AI approach is anchored in four priorities, now contributing to topline and efficiency 01 02 03 04 Strengthening the core Enhancing user New AI-first AI in internal platform experience products processes Improving search quality, Developing AI-powered Innovating new AI-first In
Slide 31: Agentic AI experience in hiring
AI IN RECRUITMENT Smarter, self-directed workflows that power next-generation products using agentic AI New Agentic AI experience in hiring through agents that think, execute for better and faster hiring Multi agent iterative AI system Voice screening agent Voice agent .. "1 "1 "1 AI-Learned AI reco
Slide 32: Talent Pulse serves 750+ paid customers
AI IN RECRUITMENT Talent Pulse serves 750+ paid customers with AI-powered talent intelligence Salary Intelligence Talent Planning Competitor Benchmarking Salary Insights for corporates at 7 levels of Multidimensional insights into target talent pool Benchmarking talent with competitors in terms gran
Slide 33: Premium X AI-powered talent discovery for recruiters
AI IN RECRUITMENT ?rem iu mX AI-powered talent discovery for recruiters AI-powered discovery and engagement of premium talent, backed by verified hiring intelligence. Active + Passive - - -! - -E3-+lld9ffl:mi:s _________ 0 I lld& Pr6fiies ~ J1 Active 9.7K 0 Passive 12.1K 0 Sort by • Al-relevance v S
Slide 34: Extending AI tools to help jobseekers
AI IN RECRUITMENT Extending AI tools to help jobseekers make smarter career decisions 2.7% + Live Al Interviewer Paid Penetration1 Real practice. Real feedback. Real growth. Completed interviews Na ukri Pro 'O 2 lnteMeWS Neo's complete powers are 59% Live audio interview now unlocked for you. -·~ Ta
Slide 35: A well-diversified customer base continues to support growth
RECRUITMENT A well-diversified customer base continues to support growth Distribution of Recruitment India B2B business billings by customer type for FY26 IT Services 18.9% Tech companies 4.3% Recruitment Tech, IT BPM 2.9% Consultants, Services, BPM, 26.4% etc., 27.1% Global GCC – IT Services 6.5% C
Slide 36: Tier-2/3 penetration and SMB growth reshaping customer mix and ARPU
RECRUITMENT Deeper tier-2/3 penetration and SMB growth reshaping the customer mix and ARPU No. of billed customer (‘000) Avg. realization per customer (₹‘000) 146 152 149 152 128 146 113 116 130 100 r r FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Customer growth of ~14% was driven by deeper Ti
Slide 37: Real Estate
Real Estate A leading platform in the online real estate classifieds segment 99acres 18
Slide 38: 99acres: Q2 growth accelerated to 21%, approaching breakeven
R E A L E S T AT E Q2 growth accelerated to 21%, while sustaining market leadership and approaching breakeven YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹148cr ₹258cr ₹134c
Slide 39: Key business metrics underpinning 99acres' market leadership
R E A L E S T AT E Key business metrics underpinning 99acres' market leadership 205K+ Total Projects1 105K Total Customer Base - 1.4 Mn Listings2 | Residential 80% | Commercial 20% Distribution of customer base Billing breakdown by customers Owner, 9% Broker, 30% I Ivory County t"' sector 115, No1da
Slide 40: Consistent monthly share gains establish traffic leadership
R E A L E S T AT E Consistent monthly share gains have established a clear traffic leadership Web traffic time share (from desktops, laptops, and mobile-web) Platform Web Traffic-Time Share Q2FY26 Q2FY27 99acres 45% ... 49% Player 1 25% ... 27% Player 2 30% ... 24% Overall App traffic time share for
Slide 41: Buyers & tenants spend more time on 99acres with lower bounce rate
R E A L E S T AT E Buyers & tenants spend more time on 99acres with lower bounce rate vs most competitors Lower bounce rate on 99Acres platform demonstrating the high quality of traffic 55% Benchmark to a category ... ~ m 99acres.com 50% 45% ---:=:--:-::--:! :~ ~ ---....----........_-: ....----- ---
Slide 42: Matchmaking
Matchmaking Connecting millions for meaningful relationships Jeevansatlii aisle 23 infoedge
Slide 43: Jeevansathi: Q2 Billings grew 18% YoY
M AT C H M A K I N G : J E E V A N S AT H I Q2 Billings grew by 18% YoY,with the business profitable at both the operating & cash levels YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q2FY27 H1FY27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2F Y 27 H1
Slide 44: Aisle: Q2 Billings grew 40% YoY
M AT C H M A K I N G : A I S L E Q2 Billings grew by 40% YoY, while the business became closer to breakeven YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 BILLINGS REVENUE OPERATING PBT CASH FROM OPERATIONS 9:41 Comments 0 - R ecently active Nearby Q2FY27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 2
Slide 45: Education
Education Guiding students toward smarter education & career decisions shiksha 26
Slide 46: Shiksha: Billings de-grew in Q2FY27 due to AI-related traffic headwinds
E D U C AT I O N Billings de-grew in Q2FY27 due to AI-related traffic headwinds YoY Growth FINANCIAL PERFORMANCE CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹20cr ₹55cr ₹35cr ₹80cr ₹(1)cr ₹2cr ₹(16)cr ₹(23)cr 27.2% 24.5% 8.5
Slide 47: Key platform metrics
E D U C AT I O N Key platform metrics 65,000+ ' I , -·- 1,000+ 6 mn+ Colleges •■•■ ■ Unique clients Annual registrations 375,000+ -----:: 381 mn+ 3.5 mn+ Course listings ■II Annual page views Engagement actions 950+ 200 mn+ 680,000+ Entrance exams Annual visits Student/alumni reviews infoedge I Vshi
Slide 48: Investments
Investments Investments in high-growth digital businesses 29 infoedge
Slide 49: Investments from the balance sheet and through AIFs
INVESTMENTS Investments from the balance sheet and through AIFs in listed and unlisted companies Financial Investments (incl. Balance Sheet + AIF) | ~₹4,900cr Invested Value1 | 135 Companies2 | 4 themes3 AI Portfolio Deeptech Consumer Tech Others4 28 ₹614cr 30 ₹455cr 45 ₹2,755cr 42 ₹1,257cr Companie
Slide 50: List of schemes through Info Edge Ventures
INVESTMENTS List of schemes through Info Edge Ventures Scheme details Scheme Corpus1 Scheme Name (INR Cr) IE Venture Fund I (including follow on) 1,514 IE Venture Investment Fund II 1,272 Capital 2B Fund I 638 IE Venture Investment Fund III 1,135 B8 Fund I 250 A88 Fund I 250 1Info Edge effective hol
Slide 51: List of Financial Investments from the balance sheet
INVESTMENTS List of Financial Investments from the balance sheet 20 Companies | ₹1,002 Cr Carrying Value Carrying value of investment Diluted and converted Investee Company Prominent Domain names as of September 30, 2026 shareholding % (₹ Cr.) (Actual) Akshamaala Solutions private Limited https://un
Slide 52: Annexures
Annexures infoedge
Slide 53: Standalone P&L Statement summary
PROFIT AND LOSS SNAPSHOT Standalone P&L Statement summary for the quarter ending September 30, 2026 In ₹ Cr Particulars Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 842 746 12.8% 1,666 1,482 12.4% Employee Benefits Expenses 304 302 0.5% 604 594 1.7% Advertising & Promotion Costs 93 90
Slide 54: Standalone Balance Sheet summary
BALANCE SHEET Standalone Balance Sheet summary as of September 30, 2026 Assets (Total: ₹51,131cr) Liabilities (Total: ₹51,131cr) 3.2% 2.7% 7.3% 12.3% 85.0% 89.5% ■ Investments ■ Shareholder's Equity Cash & Cash Equivalents Other Liabilities & Provisions (Including Deferred Tax Liabilities) Other Ope
Slide 55: Data sheet – Q2FY27 (1/2)
D AT A S U M M A R Y Data sheet – Q2FY27 (1/2) As at end of/ during Q2FY27 Q1FY27 Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY26 FY25 FY24 Key business metrics Naukri Number of resumes on Naukri (in 120 118 115 113 111 108 106 104 103 100 98 96 94 91 115 106
Slide 56: Data sheet – Q2FY27 (2/2)
D AT A S U M M A R Y Data sheet – Q2FY27 (2/2) As at end of/ during Q2FY27 Q1FY27 Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY26 FY25 FY24 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 6,138 5,527 8,107 5,483 5,450 4,703 7,403 4,940 4,9
Slide 57: End of Presentation
End of Presentation infoedge 38