Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q1 FY27 Earnings Presentation
52 slides from Info Edge India's earnings presentation, Aug 10, 2026
Slide 1: Outcome of the Board Meeting – August 10, 2026
infoedge Date: August 10, 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 – August 10, 2026 Pursuant to the requirements of Regulation 30 and 33
Slide 2: Independent Auditor's Review Report on Standalone Results
Annexure-I 67, Institutional Area S.R. BATL/801 & ASSOCIATES LLP Sector 44, Gurugram - 122 003 Haryana, India Chartered Accountants Tel: +91 124 68 1 6000 Independent Auditor's Review Report on the Quarterly Unaudited Standalone Financial Results of the Company Pursuant to the Regulation 33 of the S
Slide 3: Standalone Unaudited Financial Results, Quarter Ended June 30, 2026
Info Edge (India) Limited Regd. Office : Ground Floor, GF-12A, 94, Meghdoot Building, Nehru Place, New Delhi - 110019 CIN : L74899DL1995PLC068021 ,Tel no, : 0120-3082000 , Fax : 0120-3082095 ,URL : www.infoedge.in , Email : investors@naukri .com STATEMENT OF STANDALONE UNAUDITED FINANCIAL RESULTS FO
Slide 4: Standalone Segment Revenue, Results, Assets and Liabilities
Part II. Re □ ortina of Seoment wise Revenue Results and Assets & Liabilities Amount in f(M n) 3 months period Preceding 3 Corresponding 3 Year ended ended 30/06/2026 months ended months ended in 31/03 /2026 31 / 03/2026 the previous year 30 /06/2 025 (Unaudited) (Audited) /Unaudited) /Audited\ rref
Slide 5: Notes to Standalone Results
Notes:· 1. This statement has been reviewed bv the Audit Committee and annroved bv the Board of Directors in their res""""ve meetinns held on Auoust 10 2026. 2.This statement has been prepared in accordance with the recognition and measurement principles laid down in Indian Accounting Standard 34, (
Slide 6: Independent Auditor's Review Report on Consolidated Results
67, Institutional Area Sector 44, Gurugram - 122 003 S.R. BATUBOI & ASSOCIATES LLP Haryana, Ind ia Chartered Accountants Tel: +9 1 124 681 6000 Independent Auditor's Review Report on the Quarterly Unaudited Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (List
Slide 7: Auditor's Review Report (continued)
S.R. BATL/801 & ASSOCIATES LLP Chartered Accountants 4. The Statement includes the results of the entities listed in Annexure A 5. Based on our review conducted and procedures performed as stated in paragraph 3 above and based on the consideration of the review reports of other auditors referred to
Slide 8: Auditor's Review Report (continued)
S.R. BATL/B0/ & ASSOCIATES LLP Chartered Accountants The unaudited interim financial results and other unaudited financial information of the these joint ventures have not been reviewed by any auditor(s) and have been approved and furnished to us by the Management and our conclusion on the Statement
Slide 9: Annexure-A List of Subsidiaries
S.R. BATLIBOI & 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 paragr
Slide 10: List of Subsidiaries (continued)
S.R. BATl./80/ & ASSOCIATES LLP Chartered Accountants 14. Ideaclick Infolabs Private Limited* 15 . Vcare Technologies Private Limited* 16. Unnati Online Private Limited* 17. Rare Media Company Private Limited* 18. Kinobeo Software Private Limited* 19. Mint Bird Technologies Private Limited* * Non-op
Slide 11: Consolidated Unaudited Financial Results, Quarter Ended June 30, 2026
Info Edge (India) Limited Regd. Office : Ground Floor, GF-12A, 94, Meghdoot Building, Nehru Place, New Delhi· 110019 CIN : L74899DL1995PLC068021,Tel no. : 0120-3082000, Fax: 01 20·3082095 ,URL: www.infoedge.in, Email: investors@naukri .com STATEMENT OF CONSOLIDATED UNAUDITED FINANCIAL RESULTS FOR TH
Slide 12: Consolidated Segment Revenue, Results, Assets and Liabilities
Part II. Reporting of Segment wise Revenue, Results and Assets & Liabilities Amount in '(Mn) 3 months period Preceding 3 Corresponding 3 Year ended ended 30/06/2026 months ended months ended in 31/03/2026 31/03/2026 the previous year 30/06/2025 (Unaudited) (Audited) (Unaudited) (Audited) (refer note
Slide 13: Notes to Consolidated Results
Notes:- l. This statement has been reviewed bv the Audit Committee and annroved bv the Board of Directors In their res""'"'ive meetinns held on Aunust 10 2026. 2. This statement has been prepared in accordance with the recognition and measurement principles laid down in Indian Accounting Standard 34
Slide 14: Press Release: Q1FY27 Billings up 14.4% YoY
Annexure-II infoedge InfoEdge: Q1FY27 Billings up 14.4% YoY; Operating PBT Grows 33.4%, Recruitment and 99acres Drive Broad-Based Growth New Delhi, 10th August 2026: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Un-Audited Standalone and Consolidated Financial Results for
Slide 15: Earnings Presentation, Quarter ending June 30, 2026
Annexure-III Earnings Presentation Quarter ending June 30, 2026 ..., infoedge G naukri 99acres Jeevansathi f shiksha
Slide 16: 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 17: Efficiently structured businesses with well-established market-leading brands
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 18: Business Highlights
Business Highlights Healthy operating performance in the quarter 4
Slide 19: Q1FY27 highlights – Improved growth trajectory led by major businesses
I N F O E D G E S TA N D A L O N E Q1FY27 highlights – Improved growth trajectory led by major businesses YoY Growth ₹737cr ₹824cr ₹334cr 40.5% OPERATING PBT OPERATING PBT BILLINGS REVENUE MARGINS 14.4% 12.0% 33.4% 652Bps ₹ 427cr ₹225cr ₹4.90 ₹5,034cr Profit Before Taxes CASH FROM OPERATIONS EPS2 CA
Slide 20: Q1FY27 highlights – Standalone including acquired businesses and consolidated
INFO EDGE Q1FY27 highlights – Standalone including acquired businesses and consolidated performance YoY Growth INFO EDGE - STANDALONE (including acquired businesses1) ₹767cr ₹854cr ₹329cr ₹224cr BILLINGS REVENUE OPERATING PBT CASH FROM OPERATIONS 13.9% 11.5% 32.3% 23.8% INFO EDGE - CONSOLIDATED PERF
Slide 21: Broad-based growth with strategic progress across businesses
KEY BUSINESS HIGHLIGHTS Broad-based growth with strategic progress across businesses Billings grew 17.5% YoY, led by Recruitment B2B. Naukri B2C and Job Hai continued 1. Recruitment delivered broad-based growth to expand, while the business maintained its high-margin profile. Billings grew 16.5% YoY
Slide 22: Recruitment
Recruitment India's largest online job classifieds ecosystem G naukri 8 infoedge
Slide 23: Recruitment standalone: strong billings growth of 17.5% YoY
R E C R U I T M E N T S TA N D A L O N E Strong billings growth of 17.5% YOY, supported by operating margins expansion by 576bps YoY Growth FINANCIAL PERFORMANCE – Q1FY27 ₹553cr ₹612cr ₹356cr 58.3% ₹267cr OPERATING PBT CASH FROM BILLINGS REVENUE OPERATING PBT MARGINS OPERATIONS 17.5% 13.0% 25.4% 576
Slide 24: Healthy operating metrics driving platform strength
RECRUITMENT Healthy operating metrics driving platform strength 118 Mn 697k Resume Database1 Job Listings² 12.41 mint. (Q) @ O Q 25k+ 294K For You T,..-.dlng Artfklal lnltl Tech'W:>logV " Taleda S.mparhAum1r 2hovr'l3" Resumes Added Daily² Paid Users on Naukri 360 + Naukri FastForward3 Car~rs The Hab
Slide 25: Our AI approach is anchored in four core priorities
AI IN RECRUITMENT Our AI approach is anchored in four core priorities driving growth and innovation 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 Integrating
Slide 26: Agentic-AI workflows to build next-generation products
AI IN RECRUITMENT Developing smarter & self-directed workflows to build 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 "1 "1 "1
Slide 27: Talent Pulse serves 600+ paid customers with AI-powered talent intelligence
AI IN RECRUITMENT Talent Pulse serves 600+ 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 28: Premium 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 29: Extending AI tools to help jobseekers make smarter career decisions
AI IN RECRUITMENT Extending AI tools to help jobseekers make smarter career decisions 2.6% + Live Al Interviewer Paid Penetration1 Real practice. Real feedback. Real growth. Completed interviews Naukri Pro 'O 2 intetvlews Neo's complete powers are 54% Live audio interview now unlocked for you. -·~ T
Slide 30: 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 31: Deeper 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 (Rs. ‘000) 146 128 152 149 152 146 113 116 130 100 r r r r FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Customer growth of ~14% was driven by de
Slide 32: Real Estate
Real Estate A leading platform in the online real estate classifieds segment 99acres 18
Slide 33: Real Estate: growth improved to 17% YoY
R E A L E S T AT E Growth improved to 17% YoY while maintaining leadership and moving closer to break-even YoY Growth FINANCIAL PERFORMANCE ₹110cr ₹130cr ₹(2.1)cr ₹(19)cr OPERATING PBT CASH FROM BILLINGS REVENUE OPERATIONS 16.5% 17.3% 88.6% 1.3% KEY BUSINESS HIGHLIGHTS ▪ Consumer traffic leadership
Slide 34: Key business metrics underpinning 99acres' market leadership
R E A L E S T AT E Key business metrics underpinning 99acres' market leadership 202K+ Total Projects1 101K+ Total Customer Base - 1.3 Mn+ Listings2 | Residential 81% | Commercial 19% Distribution of customer base Billing breakdown by customers Owner, 9% Broker, 32% I Ivory County t"' sector 115, No1
Slide 35: Consistent monthly share gains have established clear 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 Q1FY26 Q1FY27 99acres 40% ... 49% MagicBricks 26% ... 26% Housing 34% ... 25% App traffic time share for Q1FY2
Slide 36: 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 .... 50 45% : ========-: =--:- :::::: : ~ LI 99acres.com LI magicb ricks .com 33.83% 4
Slide 37: Matchmaking
Matchmaking Connecting millions for meaningful relationships Jeevansatlii aisle 23 infoedge
Slide 38: Jeevansathi: billings grew by 14% YoY
M AT C H M A K I N G : J E E V A N S AT H I Billings grew by 14% YoY, while the business was operating profitable YoY Growth FINANCIAL PERFORMANCE ₹40cr ₹38cr ₹1cr ₹(0)cr OPERATING PBT CASH FROM BILLINGS REVENUE OPERATIONS 14.2% 14.1% About Photos Career Education Fam KEY BUSINESS HIGHLIGHTS "I am a
Slide 39: Aisle: billings grew by 44% YoY
M AT C H M A K I N G : A I S L E Billings grew by 44% YoY, while the business became closer to breakeven YoY Growth FINANCIAL PERFORMANCE ₹ 13cr ₹12cr ₹(2)cr ₹1cr 9:41 Comments 0 - R ecently active Nearby OPERATING PBT CASH FROM BILLINGS REVENUE OPERATIONS 44.2% 35.7% KEY BUSINESS HIGHLIGHTS Likes Y
Slide 40: Education
Education Guiding students toward smarter education & career decisions shiksha 26
Slide 41: Education: billings de-grew due to AI-related traffic headwinds
E D U C AT I O N Billings de-grew in Q1FY27 due to AI-related traffic headwinds YoY Growth FINANCIAL PERFORMANCE ₹35cr ₹44cr ₹3cr ₹(7)cr OPERATING PBT CASH FROM BILLINGS REVENUE OPERATIONS 22.8% 11.9% 48.8% KEY BUSINESS HIGHLIGHTS ▪ Traffic headwinds continue, client delivery impacted by declining ▪
Slide 42: Shiksha key platform metrics
E D U C AT I O N Key platform metrics 68,000+ ' I , -·- 1,450+ 6.3 mn+ Colleges •■•■ ■ Unique clients Annual registrations 574,000+ -----:: 467 mn+ 2.5 mn+ Course listings ■II Annual page views Questions asked 1,150+ 228 mn+ 710,000+ Entrance exams Annual visits Student/alumni reviews infoedge I Vsh
Slide 43: Investments
Investments Investments in high-growth digital businesses 29 infoedge
Slide 44: 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 Companies | 4 themes2 AI Portfolio Deeptech Consumer Tech Others3 28 ₹614cr 30 ₹455cr 45 ₹2,755cr 42 ₹1,257cr Companies
Slide 45: 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 46: List of Financial Investments from the balance sheet
INVESTMENTS List of Financial Investments from the balance sheet 201 Companies | ₹654 Cr Carrying Value Carrying value of investment Diluted and converted Investee Company Prominent Domain names as of June 30, 2026 shareholding % (₹ Cr.) (Actual) Akshamaala Solutions private Limited https://unnati.a
Slide 47: Annexures
Annexures infoedge
Slide 48: Standalone P&L Statement summary for the quarter ending June 30, 2026
PROFIT AND LOSS SNAPSHOT Standalone P&L Statement summary for the quarter ending June 30, 2026 In ₹ Cr Particulars Q1FY27 Q1FY26 YoY Revenue from Operations 824 736 12.0% Employee Benefits Expenses 300 291 3.0% Advertising & Promotion Costs 98 111 -11.5% Network, Internet & Other Direct Expenses 21
Slide 49: Standalone Balance Sheet summary as of June 30, 2026
BALANCE SHEET Standalone Balance Sheet summary as of June 30, 2026 Assets (Total: Rs. 46,100cr) Liabilities (Total: Rs. 46,100cr) 3.6% 3.0% 8.2% 12.0% 85.0% 88.2% Investments Shareholder's Equity Cash & Cash Equivalents Other Liabilities & Provisions (Including Deferred Tax Liabilities) Other Operat
Slide 50: Data sheet – Q1FY27 (1/2)
D AT A S U M M A R Y Data sheet – Q1FY27 (1/2) As at end of/ during 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 118 115 113 111 108 106 104 103 100 98 96 94 91 115 106 98 million
Slide 51: Data sheet – Q1FY27 (2/2)
D AT A S U M M A R Y Data sheet – Q1FY27 (2/2) As at end of/ during 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 5,527 8,107 5,483 5,450 4,703 7,403 4,940 4,920 4,314 6,25
Slide 52: End of Presentation
End of Presentation 38