Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q1 FY27 Earnings Presentation
38 slides from Info Edge India's earnings presentation, August 2026
Slide 1: Earnings Presentation
Earnings Presentation Quarter ending June 30, 2026
Slide 2: 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 3: 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 4: Business Highlights
Business Highlights Healthy operating performance in the quarter 4
Slide 5: 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 6: Q1FY27 highlights – Standalone including acquired businesses and consolidated performance
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 7: 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 8: Recruitment
Recruitment India's largest online job classifieds ecosystem 8
Slide 9: Recruitment: 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 10: Healthy operating metrics driving platform strength
RECRUITMENT Healthy operating metrics driving platform strength 118 Mn 697k Resume Database1 Job Listings² 25k+ 294K Resumes Added Daily² Paid Users on Naukri 360 + Naukri FastForward3 859k 49k+ Profiles Modified Daily² # Billed Corporate Customers² 997k Naukri TopTier showing curated High jobseeker
Slide 11: 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 12: Next-generation products using agentic-AI
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 AI-Learned AI recomm
Slide 13: 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 14: AI-powered talent discovery for recruiters
AI IN RECRUITMENT AI-powered talent discovery for recruiters AI-powered discovery and engagement of premium talent, backed by verified hiring intelligence. Active + Passive Talent Pool Premium Filters Naukri Verified Profile 1,800+ Naukri Verified Active + Passive Enterprise Customers Using Profiles
Slide 15: 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% Paid Penetration1 54% Online Mix B2C Revenue1 2.7Lac AI-powered resumes downloaded monthly1 1.3Lac AI-powered mock interviews Agent Neo: Agentic AI-led job discovery with Naukri 360: AI-powered resume builder
Slide 16: 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 17: 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 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Customer growth of ~14% was driven by deeper Tie
Slide 18: Real Estate
Real Estate A leading platform in the online real estate classifieds segment 18
Slide 19: Real Estate: growth improved to 17% YoY, closer to break-even
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 20: Key business metrics underpinning 99acres' market leadership
R E A L E S T AT E Key business metrics underpinning 99acres' market leadership 202K+ 101K+ Total Projects1 Total Customer Base 1.3 Mn+ Listings2 | Residential 81% | Commercial 19% Distribution of customer base Billing breakdown by customers Owner, 9% Broker, 32% Builder, 28% Builder, Broker, 6% 64%
Slide 21: Consistent monthly share gains have established a 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 Q1FY27 Platform A
Slide 22: 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 Higher time spent by buyers and tenants on 99Acres platform demonstrating high engagement Source: SimilarWeb; Desk
Slide 23: Matchmaking
Matchmaking Connecting millions for meaningful relationships 23
Slide 24: 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% KEY BUSINESS HIGHLIGHTS ▪ Continued expansion of monetization lev
Slide 25: 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 OPERATING PBT CASH FROM BILLINGS REVENUE OPERATIONS 44.2% 35.7% KEY BUSINESS HIGHLIGHTS ▪ Business continued to grow aggressively in the
Slide 26: Education
Education Guiding students toward smarter education & career decisions 26
Slide 27: Billings de-grew in Q1FY27 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 28: Key platform metrics
E D U C AT I O N Key platform metrics 68,000+ 1,450+ 6.3 mn+ Colleges Unique clients Annual registrations 574,000+ 467 mn+ 2.5 mn+ Course listings Annual page views Questions asked 1,150+ 228 mn+ 710,000+ Entrance exams Annual visits Student/alumni reviews Source: Google Analytics and Internal Track
Slide 29: Investments
Investments Investments in high-growth digital businesses 29
Slide 30: Investments from the balance sheet and through AIFs in listed and unlisted companies
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 31: 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 32: 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 33: Annexures
Annexures infoedge
Slide 34: 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 35: 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 36: 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 37: 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 38: End of Presentation
End of Presentation 38