Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q2 FY2026 Earnings Presentation
55 slides from Info Edge India's earnings presentation, Nov 12, 2025
Slide 1: Outcome of the Board Meeting - November 12, 2025
infoedge Date: November 12, 2025 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 - November 12, 2025 Pursuant to the requirements of Regulation 30 an
Slide 2: infoedge
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: 2025.11.12 13:22:20 +05'30'
Slide 3: Annexure-I Auditor's Review Report on Standalone Results
Annexure-I S.R. 8ATLIBOI & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugram - 122 003 Chartered Accountants Haryana , India Tel: +9 1 124 68 1 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Standalone Financial Results of the Company Pursuant to the Reg
Slide 4: Statement of Standalone Unaudited Financial Results
Info Edge (India) Limited Regd, Office: Ground Floor, GF·12A, 94, Meghdoot Building, Nehru Place, New Deihl - 110019 CIN : L74899DU995PLC068021,Tel no, : 0120-30820 0 0 , Fax: 0120-3082095 ,URL: www.lnfoedge.ln, Email: lnvestDrsOnaukrl.com STATEMENT OF STANDALONE UNAUDITED FINANCIAL RESULTS FOR THE
Slide 5: Segment wise Revenue, Results, Assets and Liabilities
Part II. Reporting of Segment wise Revenue, Results and Assets & Liabilities Amount In '(Mn) 3 months ended PrecedingJ Corresponding 3 6 months 6 months ended Year ended 30/09/2025 months ended months ended In ended 30/09/2024 31/03/2025 30/06/2025 the previous year 30/09/2025 30/09/2024 /Unaudited)
Slide 6: Statement of Standalone Assets and Liabilities
Part Ill: statement of standalone Assets and Liabilities Asat Asat September March 31,2025 30.2025 (,Mn) (Unaudited) (Audited) ASSETS NON-CURRENT ASSETS Property, plant and equipment 885.58 945.18 Capital work in progress 16.40 26.25 Right of use asset 2,453.55 2,418.37 other intangible assets 35.00
Slide 7: Statement of Cash Flow
Statement of cash Flow Period ended Period ended September 30, September 30, 2025 2024 (~Mnl (~Mnl (Unaudited) (Unaudited) cash flow from operating activities: Profit before el(c.eptlonal items and tax 6,957.52 6,357.83 Adjustments for: Depreciation and amortisation expense 452.36 360.92 Interest on
Slide 8: Notes
Notes:- 1. This statement has been reviewed bv the Audit Committee ~nd annroved bv the Board of Directors in their resoective meetinns held on November 12. 2025. 2.This statement has been prepared In accordance with the recognition and measurement principles laid down in Indian Accounting Standard 3
Slide 9: Auditor's Review Report on Consolidated Results
S.R. 8ATLIBOI & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugram - 122 003 Chartered Accountants Haryana , India Tel : +9 1 124 68 1 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Consolidated Financial Results of the Company Pursuant to the Regulation
Slide 10: Auditor's Review Report (continued)
S.R. BATLIBOI & 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 11: Auditor's Review Report (continued)
S.R. BATLIBOI & ASSOCIATES LLP Chartered Accountants The unaudited interim financial results and other unaudited financial information of the subsidiary and 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 o
Slide 12: 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 13: List of Subsidiaries (continued)
S.R. 8ATLIBOI & ASSOCIATES LLP Chartered Accountants 15. Ideaclick Infolabs Private Limited* 16. Vcare Technologies Private Limited* 17. Unnati Online Private Limited* 18. Green leaves Consumer Services Private Limited* 19. Rare Media Company Private Limited* 20. Kinobeo Software Private Limited* 21
Slide 14: Statement of Consolidated Unaudited Financial Results
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.lnfoedge.ln, Email : lnvestors@naukrl.com STATE MENT OF CONSOUOATEO UNAUDITED FINANCIAL RESULTS FOR TH
Slide 15: Consolidated Segment Revenue, Results, Assets and Liabilities
Part n. Reporting of Segment wise Revenue, Results and Au:eb • Uabllttiu Amount In f(Mn) 3 months Preceding 3 c.,,,...po!ICll•g 3 ti month• ended 6 months ended Year ended ended months ended month• ended In 30/09/2025 30/09/2024 31/03/2025 30/09/2025 30/06/2025 th ■ prevlou• year 30/09/2024 (Unaudit
Slide 16: Statement of Consolidated Cash Flow
Statement or 'LOnRnaauta Cash Flow Period ended Period ended September 30, September JO, , ... 2025 ... , 2024 \ (UMudiwdJ ( Unoudltad) Cash flow from operating adlvtties: Profit before exceptional Items and tax 8,393 .53 6,646.87 Adju•tments for: Depreciation and amortisation expense 618.77 525.81
Slide 17: Notes
NotP.S:• Thie 11:;t.:1otpmont h.:111; r0 11IP.w<M't hu hP: Atllii • rommitt""" .:1onA .:I""""'..,, hv thP. Ro.l:rd nf nlrf'rtnr-. In thP.lr rP.Si'lf'CtivP. mP.etlnn!. hP.ld on NovP.mber 12. 2015. 2. This statement has been prepared In accordance with the recognition and measurement prlnciples laid d
Slide 18: Annexure-II Press Release: Q2 Revenue up 14%
Annexure-II infoedge InfoEdge: Q2 Revenue up 14%; Cash generation in the Recruitment business increased by 13% while cash losses continue to reduce in the non-recruitment portfolio New Delhi, 12th November 2025: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Audited Standa
Slide 19: Annexure-III Quarter ended September 30, 2025
Annexure-III • 1n oe Earnings Presentation Quarter ended September 30, 2025 G naukri 99acres Jeevansathi f shiksha
Slide 20: Disclaimer
Disclaimer 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 pu
Slide 21: Standalone Financial Performance
Standalone Financial Performance infoedge 3
Slide 22: IEIL Standalone performance (Q2FY26) – At a glance
IEIL Standalone performance (Q2FY26) – At a glance Rs. 729cr Rs. 268cr Rs. 293cr Rs. 4,823cr Billings Operating Profit Cash from Operations Cash Balance2 (YoY +12.1%) (YoY +6.5%) (before Taxes) as of September 30, 2025 (YoY +11.8%) I- I- Rs. 746cr 35.9% Rs. 4.08 6,238 Revenue from Operations Earning
Slide 23: Key highlights regarding standalone financial performance for Q2FY26
Key highlights regarding standalone financial performance for Q2FY26 Billings growth in Q2 remained steady with slight improvement in the recruitment billing, while the non- I 1. recruitment businesses sustained steady billing growth Deferred sales revenue in Q2FY26 was Rs. 1,250cr I 2. Standalone o
Slide 24: Q2FY26 highlights: Billings and revenue steady while cash generation improved
InfoEdge Q2FY26 highlights: Billings and revenue continued to remain steady while cash generation improved by 11.8% YoY in Q2FY26 Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. Standalone 671 J 752 ..l 1,267 J 1,416 .J {? C ) C ) acquired 1............... 1.............. 1........
Slide 25: Business Segments Financial Performance
Business Segments Financial Performance infoedge 7
Slide 26: Recruitment business: Billings grew 11%, cash generation improved 13%
Recruitment business: Billings grew by 11% during the quarter, while cash generation improved by 13% Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Incl. acquired businesses* Q2FY26 highlights Standalone D D - 513 1 568 1 961 1 1,058 1 Op. 57.8% 55.8% 55.9% 54.2% 1................ 1.............
Slide 27: 99Acres: Billings continued to grow at mid-teens in Q2
99Acres: Billings continued to grow at mid-teens in Q2, while the business continue to gain market share Billings (Rs. Cr) Operating profit (Rs. Cr) Q2FY26 highlights 107 . +13.9% ---, 122 188 +15.1%·-----. T 217 - (14) (23) (28) Billing growth in Q2 was driven by improvements in both the number of
Slide 28: Jeevansathi: Billings up 29% YoY, operating at breakeven
Jeevansathi: Billings momentum continued in Q2 with 29% YoY growth, as the business continued to operate at breakeven level Billings (Rs. Cr) Operating profit (Rs. Cr) Q2FY26 highlights +32.8% The matchmaking industry remains competitive, with +29.3% ---, 't 34 51 68 - - (1) 1 (3) -1 the top 3 playe
Slide 29: Shiksha: Billings grew 13% YoY, profitable at operating level
Shiksha: Billings grew 13% YoY in Q2, while the business remained profitable at the operating level Billings (Rs. Cr) Operating profit (Rs. Cr) Q2FY26 highlights . +9.6% ·-----, 73 8 66 In Q2FY26, billings grew by 13% YoY and revenue grew by 18% YoY. 25 +12.6% ---, T 28 (3) - - 2 1 The 13% billing g
Slide 30: Consolidated Financial Performance
Consolidated Financial Performance infoedge 12
Slide 31: Summary of consolidated financial performance for Q2FY26
Summary of consolidated financial performance for Q2FY26 At the consolidated level, the net sales for the Company stood at Rs. 805.5cr in Q2FY26 versus Rs. 700.8cr for Q2FY25. The total comprehensive income was Rs. 6,070.0cr in Q2FY26 vs. Rs. 8,170.2cr in Q2FY25. Profit before tax (without exception
Slide 32: Operational Highlights
Operational Highlights infoedge 14
Slide 33: Info Edge businesses
Info Edge businesses Core Operating Businesses Strategic Investments Financial Investments Recruitment ID iimjobc§ 0 naukri ~ eternal zwayam Real Estate d~select 99acres by 0 naukri ~ AmbitionBox ~ Matchmaking hirist.tech Jeevansatni• The Premium Tech-Job Speciolist Education codingninjas infoedge •
Slide 34: Recruitment business – Key operating highlights
G naukri Jobs Companies Services ( Login ) Register For employers v Find your dream job now 5 lakh+ jobs for you to explore Q "ter sk lls I c; gn •Ior / cofT'pan -; Selec+ exp r ence v "lter loc 1 I0n Search Recruitment business – Key operating highlights (n) Remote fill MNC @. Analytics 9 Fresher >
Slide 35: Recruitment business – Key highlights
Recruitment business – Key highlights Dominant Traffic Share among peers Rs. 545cr Rs. 312cr Q2FY26 Billings Q2FY26 Operating Profit 55.8% Rs. 325cr Q2FY26 Operating Profit margin Q2FY26 Cash from Operations3 0 naukri 75%+ 111 million FOR THE AMBITIOUS Traffic Share1 Resume database2 ~46k 611k # Bil
Slide 36: Breakdown of billings by customer type
Breakdown of billings by customer type Distribution of Recruitment India B2B business billings by customer type for FY25 IT Services 19.4% Tech companies 4.2% Recruitment Tech, IT BPM 3.1% Consultants, Services, BPM, 25.5% etc., 28.0% Global GCC – IT Services 5.9% Capability Centers (GCCs), GCC – BP
Slide 37: Growing customer base along with enhancing avg. realization per customer
Growing customer base along with enhancing avg. realization per customer No. of billed customer (‘000) Avg. realization per customer (Rs. ‘000) 128 116 152 149 152 113 100 130 100 69 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Customer growth of ~11% was driven by deeper Tier-2/3 penetration a
Slide 38: Real Estate business – Key operating highlights
Buy f.c It PG C I vin Co,,-. (' C Cowork1 ots andc::I I! V Q • 8 Gue,,Use ■ 'luy r Owa ko '>c 1 Projects in High Demand Real Estate business – Key operating highlights Goy Premium Builder Floor Garur Golf Island infoedge 20 l lC 1 1 ... ro l &Cr c l 2 76.6~ l,
Slide 39: 99Acres – Key highlights
99Acres – Key highlights Rs. 122cr 14% Q2FY26 Billings YoY Billings growth (Q2FY26) (Rs. 23cr) Rs. 2cr Q2FY26 Cash flow from Q2FY26 Operating Profit operations 193k+1 1.2Mn2 Total projects Total listings I infoedge 99acres Notes:1 As of September 2025; 2 As on Sep 30, 2025 and includes 503k+ owner l
Slide 40: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 60% 49% 50% 40% 30% 26% 20% 25% 10% 0% 99Acres MagicBricks Housing I infoedge 99acres Source: SimilarWeb 22
Slide 41: Buyers & Tenants spend more time on 99acres with lower bounce rate
Buyers & Tenants spend more time on 99acres with lower/similar bounce rate vs most competitors Lower bounce rate on 99Acres platform demonstrating the high quality of traffic ... .----.----. 5~% Benchmark to a category 50% 45% ... • ·-· ..--.- . • I I • •--. ----....• -♦-......... I • • I I LI 99acr
Slide 42: Key business metrics for 99Acres
Key business metrics for 99Acres Distribution of total 1.2Mn listings Distribution of 93.7K total customer base Billing breakdown by customer type Owner, Broker, 8% 38% Commerical, 18% Builder, 28% Owner, Broker, 56% 64% Residential, 82% Builder, 7% As of Sep 30, 2025 Oct’24 to Sep’25 Oct’24 to Sep’
Slide 43: Matrimony business – Key operating highlights
van af , ; .. . . Select V +91 V 0 Matrimony business – Key operating highlights Bringing People Tog her ip(oedge 25
Slide 44: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 34cr 29%+ Q2FY26 Billings YoY Billings growth (Q2FY26) Rs. 1cr Breakeven Q2FY26 Cash flow from Q2FY26 Operating Profit operations 90%+ ~21% User traffic & time spent Yearly reduction in marketing on Android and iOS apps spends in FY25 I infoedge Jeevansattii 26
Slide 45: Education business – Key operating highlights
• ; • • I JIJ Ill ID I SR \J SRM U lvers,ty Del I NCR Education business – 9 Key operating highlights infoedge 27
Slide 46: Shiksha – Key highlights
Shiksha – Key highlights 5,50,000+ 1450+ 415 mn+ 2.5 mn+ course listings unique clients annual visits questions asked ~ ~ ~ ~ fi' •• fi4' •• A •• . -- ., •• ~ •" ·~ • • • • • •• •• •• •• •• 67,000+ 1100+ 900 mn+ 9.5 mn+ 6,85,000 colleges entrance exams annual page views annual registrations student/
Slide 47: Investments
Investments infoedge 29
Slide 48: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities ~ eternal Shareholding: 12.43% a Fin tech Shareholding: 12.52% Balance sheet investments in 21 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 654cr Info Edge Venture fund*.
Slide 49: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Listed Companies Carrying value of investment Diluted and converted Investee Company as of Sep 30, 2025 shareholding % (Rs. Cr.) Eternal 146.5 12.43% PB Fintech 575.8 12.52% Total 722.3 Strategic Investments Carrying value of Diluted and convert
Slide 50: Financial Investment Portfolio – Unlisted Companies
Financial Investment Portfolio Financial Investments - Unlisted Companies Carrying value of investment as of Diluted and converted Investee Company Prominent Domain names Sep 30, 2025 shareholding % (Rs. Cr.) (Actual) Agstack Technologies Private Limited http://www.gramophone.in/ 42.5 43.44% Printo
Slide 51: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet infoedge 33
Slide 52: Standalone Balance Sheet Summary as of Sep 30, 2025
Standalone Balance Sheet Summary as of Sep 30, 2025 Assets (Total: Rs. 52,787cr) Liabilities (Total: Rs. 52,787cr) 3.3% 2.4% 6.5% 12.4% 90.2% 85.3% ■ Investments ■ Shareholder's Equity ■ Cash & Cash Equivalents ■ Other Operating Assets ■ Other Liabilities & Provisions ■ Deferred Sales Revenue / Cust
Slide 53: Data sheet – Q2FY26 (1/2)
Data sheet – Q2FY26 (1/2) As at end of/ during Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 FY25 FY24 FY23 Key business metrics Naukri Number of resumes on Naukri (in 111 108 106 104 103 100 98 96 94 91 89 88 86 84 106 98 89 millions) Average numb
Slide 54: Data sheet – Q2FY26 (2/2)
Data sheet – Q2FY26 (2/2) As at end of/ during Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 FY25 FY24 FY23 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 5,450 4,703 7,403 4,940 4,920 4,314 6,254 4,289 4,314 3,975 5,835 4,346
Slide 55: Investor Relations contact
Investor Relations contact Name Chintan Thakkar Vineet Ranjan Designation Director and CFO EVP – Investor Relations E-mail chintan@infoedge.in vineet.ranjan@infoedge.com Telephone +91 120 3082137 +91 120 3082089 +91 120 3082095 Fax Address Info Edge (India) Limited, B 8, Sector 132, Noida – 201 301,