Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q3 FY2026 Earnings Presentation
51 slides from Info Edge India's earnings presentation, Feb 13, 2026
Slide 1: Outcome of the Board Meeting – February 13, 2026
infoedge Date: February 13, 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 – February 13, 2026 Pursuant to the applicable provisions of Securit
Slide 2: Declaration of 2nd Interim Dividend for FY 2025-26
infoedge 3. Declaration of 2nd Interim Dividend for the FY 2025-26: The Board has declared 2nd Interim Dividend of Rs. 2.40/- per share (on face value of Rs.2/- per share) for the financial year 2025-26. Record date for the purpose of determining the name of the members eligible for receipt of the I
Slide 3: Auditor's Review Report on Standalone Financial Results
Annexure-I S.R. BATL/B01 & ASSOCIATES LLP 6 7, Institutional Area Sector 44, Gurugram - 122 003 Chartered Accountants Har yana, India Tel: +91124 681 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Standalone Financial Results of the Company Pursuant to the Regul
Slide 4: Statement of Standalone Unaudited Financial Results
Info Edge (Il'dia) Limited ' Regd. Office: Ground Floor, GF·12A, 94, Meghdoot Building, Nehru Place, New Deihl· 110019 CIN : L74899Dl1995PLC068021 ,Tel no. : 0120-3082000, Fax: 0120•3082095 ,URL: www.lnfoedge.in, Email: investorsCPnaukri,com STATEMENT OF STANDALONE UNAUDITED FINANCIAL RESULTS FOR TH
Slide 5: Standalone Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of segment wise Revenue, Results and Assets & Liabilities Amount in ,(Mn) 3 months ended Preceding 3 Con-esponding 3 9 months 9 months ended Year ended 31/ 12/2025 ,,_ths ended m onths ended In ended 31/ 12/ 2024 31/ 03/ 2025 30/ 09/ 2025 the previous year 31/ 12/2025 31/ 12/ 2024
Slide 6: Notes to Standalone Results
Notes:- 1. This statement has been reviewe1 bv the Audit Committ"" and aonroved 1w the Beard of Dir«tors In tt>elr ,es,,.,.,;- m""1.inos heid on FehnJarv 13 2026. 2.This statemMt has been prepared in accordance with the recognition and 111el>Urement prlnciples laid down In Indian Ao:cxinting Standar
Slide 7: Auditor's Review Report on Consolidated Financial Results
S.R. BATL/801 & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugram • 122 003 Chartered Ac:c:ountants Haryana, India Tel: +91124 681 6000 Independent Auditor's Review Report on the Quarterly and Year to Date Unaudited Consolidated Financial Results of the Company Pursuant to the Regulation 33
Slide 8: Auditor's Review Report (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants 6. The accompanying Statement includes the unaudited interim financial results and other financial information, in respect of: • 13 subsidiaries, whose unaudited interim financial results include total revenues of Rs 475.08 Mn and Rs 1,522.02 Mn,
Slide 9: Annexure-A List of Subsidiaries
S.R. BATI.IBOI &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/801 & 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 11: Statement of Consolidated Unaudited Financial Results
Info Edge (lt'ldi•) Unlihld Regd. Office: Groun d Floor, GF-12A, 94, Meghdoot 8uUdir1g, Nehru Place, New DeJhi-110019 CIN: L741990L1995PLC06a021,Tel no. : 0120-3081000 , Fax: 0120-lOl:2095 ,URL: www.infoedge.in, Email: in.-..to,,s@naukri..c.om STATEMENT OF CONSOUDATED UPUUDITED FI'tANCI.Al RESULTS F
Slide 12: Consolidated Segment Revenue, Results and Assets & Liabilities
Part II. R-,orting of S-srme nt wise Revenue, Ru ults • nd ASHts & Uabllittu Amount In , {Mn) 3 n'4trths Cfldact P~ lng 3 Corr•pondlng 3 9 mOttths ended 9tn;c,irths~ Yur erided 31/12/N25 ffllllf\thserukd mo.nths V\dad in 31/ 12/2025 31/ 12/1024 31/03/1025 30/09/ 20 25 the pl'e vious year . 31/12/202
Slide 13: Notes to Consolidated Results
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Slide 14: Annexure-II: Press Release Q3 Revenue up 14% YoY
Annexure-II infoedge InfoEdge: Q3 Revenue up 14% YoY; Operating margins improve 300bps sequentially, Cash generation remains robust New Delhi, 13th February 2026: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Audited Standalone and Consolidated Financial Results for the q
Slide 15: Quarter ended December 31, 2025
Annexure-III • 1n oe Earnings Presentation Quarter ended December 31, 2025 G naukri 99acres Jeevansathi f shiksha
Slide 16: 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 17: Standalone Financial Performance
Standalone Financial Performance infoedge 3
Slide 18: IEIL Standalone performance (Q3FY26) – At a glance
IEIL Standalone performance (Q3FY26) – At a glance Rs. 747cr Rs. 297cr Rs. 376cr Rs. 4,825cr Billings Operating Profit Cash from Operations Cash Balance2 (YoY +11.8%) (YoY +12.9%) (before Taxes) as of December 31, 2025 (YoY +8.8%) I- I- Rs. 765cr 38.9% Rs. 4.37 6,150 Revenue from Operations Earning
Slide 19: Key highlights regarding standalone financial performance for Q3FY26
Key highlights regarding standalone financial performance for Q3FY26 Billings growth in Q3 remained stable for the recruitment business, while the non-recruitment I 1. businesses sustained steady billing growth Total deferred sales revenue in Q3FY26 was Rs. 1,240cr I 2. Standalone operating profit m
Slide 20: Q3FY26 highlights: Revenue grew 14% YoY, operating margins improved 300bps
InfoEdge Q3FY26 highlights: Revenue grew by 14% YoY, while operating profit margins improved 300bps sequentially Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. Standalone 690 J 763 ..l 1,957 J 2,180 .J {? C ) C ) acquired 1............... 1.............. 1............... 1........
Slide 21: Business Segments Financial Performance
Business Segments Financial Performance infoedge 7
Slide 22: Recruitment business: Billings grew 11% YoY
Recruitment business: Billings grew by 11% YoY, while operating profits improved by 15% YoY during the quarter Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Incl. acquired businesses* Q3FY26 highlights Standalone D D - 516 1 565 1 1,477 1 1,623 1 Op. 58.9% 59.3% 57.0% 56.0% 1................ 1.
Slide 23: 99Acres: Business continued to gain market share
99Acres: Business continued to gain market share; Billings remained in mid-teens in Q3 Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights 291 +14.9%·-----. T 334 -(5) (20) Billings grew at a mid-teen rate in Q3. The Secondary business performed well, while the Primary segment remained rel
Slide 24: Matchmaking (Jeevansathi + Aisle): Billings grew 31% YoY
Matchmaking (Jeevansathi + Aisle): Billings momentum continued in Q3 with 31% YoY growth, as the business continued to generate operating cash flows Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights ............... ............... ............... ............... ............... .........
Slide 25: Shiksha: Billings grew 4% YoY, breakeven at operating level
Shiksha: Billings grew 4% YoY in Q3, while the business remained breakeven at the operating level Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights . +7.3% ·-----, 119 8 In Q3FY26, billings grew by 4% YoY and revenue 111 grew by 3% YoY. +3.7% ---, - - T 44 46 0 Domestic billings grew by
Slide 26: Consolidated Financial Performance
Consolidated Financial Performance infoedge 12
Slide 27: Summary of consolidated financial performance for Q3FY26
Summary of consolidated financial performance for Q3FY26 At the consolidated level, the net sales for the Company stood at Rs. 819.4cr in Q3FY26 versus Rs. 722.4cr for Q3FY25. The total comprehensive loss was Rs. 3,954.6cr in Q3FY26 vs. income of Rs. 3,182.4cr in Q3FY25. Profit before tax (without e
Slide 28: Operational Highlights
Operational Highlights infoedge 14
Slide 29: 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 Jeevansath1 The Premium Tech-Job Speciolist Education codingninjas infoedge
Slide 30: Recruitment business – Key operating highlights
G naukri Jobs Companies Services Register For employers v Find your dream job now 5 lakh+ jobs for you to explore Q "ter sk 11s / c; gn •ion / co!T'pan '> Selec• exp ence v 'lter loc 1 10n Search Recruitment business – Key operating highlights (nJ Remote Eh MNC @. Analytics 9 Fresher > El} Internshi
Slide 31: Recruitment business – Key highlights
Recruitment business – Key highlights Dominant Traffic Share among peers Rs. 548cr Rs. 341cr Q3FY26 Billings Q3FY26 Operating Profit 59.3% Rs. 373cr Q3FY26 Operating Profit margin Q3FY26 Cash from Operations3 0 naukri 75%+ 113 million FOR THE AMBITIOUS Traffic Share1 Resume database2 ~48k 637k # Bil
Slide 32: 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 33: 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 34: Real Estate business – Key operating highlights
Buy f.c It PG ( lvm C Cowork ot and c:I Ct I! Q • ■ 'luy r. OwarKc.1 De 1 Projects in High Demand ., Real Estate business – Key operating highlights Goy Premium Builder Floor Garur Golf Island infoedge 20 L 1c 1 1 Cr , &Cr e , 2 76.6 l,
Slide 35: 99Acres – Key highlights
99Acres – Key highlights Rs. 117cr 14.5% Q3FY26 Billings YoY Billings growth (Q3FY26) (Rs. 20cr) (Rs. 10cr) Q3FY26 Operating Profit Q3FY26 Cash flow from operations 195k1 1.3Mn2 Total projects Total listings I infoedge 99acres Notes:1 As of December 2025; 2 As on Dec 31, 2025 and includes 544k+ owne
Slide 36: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 60% 50% 46% 40% 29% 30% 24% 20% 10% 0% 99Acres MagicBricks Housing I infoedge 99acres Source: SimilarWeb 22
Slide 37: 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 55% .--- .. . . . Benchmark to a category .... 50% - • - ~.......- ••-__.____"-1 ________.......... ---....._ _ _ _.... ~ • .
Slide 38: Key business metrics for 99acres
Key business metrics for 99acres Distribution of total 1.3Mn listings Distribution of 96.2K total customer base Billing breakdown by customer type Owner, Broker, 8% Commerical, 36% 18% Builder, 27% Owner, Broker, 58% 64% Residential, 82% Builder, 6% As of Dec 31, 2025 Jan’25 to Dec’25 Jan’25 to Dec’
Slide 39: Matrimony business – Key operating highlights
ansaf . . Select V + 91 V . . .. 0 Matrimony business – Key operating highlights Bringing People ogethe ip(oedge 25
Slide 40: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 36cr 29%+ Q3FY26 Billings YoY Billings growth (Q3FY26) Rs. (2cr) Rs. 5Cr Q3FY26 Operating Profit Q3FY26 Cash flow from operations 90%+ User traffic & time spent on Android and iOS apps I infoedge Jeevansatlii 26
Slide 41: Education business – Key operating highlights
• ; ••• I , . DJ Ill -- Ill I SR ~I SRM U lvers,ty Del, I NCR Education business – 9 Key operating highlights infoedge 27
Slide 42: Shiksha – Key highlights
Shiksha – Key highlights 5,50,000+ 1600+ 374 .mn+ 2. 8 mn+ course !listings unique clients annual visits questions asked •... .. . . •-1/'!.I = - •*• ~ ~~ • ·6 8,000+ • 1150+ • 818 mn+ • 9.2 mn+ • 6,85,000+ coUeges entrance exams annual page views annual registrations student/alumni reviews infoedge
Slide 43: Investments
Investments infoedge 29
Slide 44: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities ~ eternal Shareholding: 12.43% a Fin tech Shareholding: 12.43% Balance sheet investments in 21 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 654cr Info Edge Venture fund*.
Slide 45: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Listed Companies Carrying value of investment Diluted and converted Investee Company as of Dec 31, 2025 shareholding % (Rs. Cr.) Eternal 146.5 12.43% PB Fintech 575.8 12.43% Total 722.3 Strategic Investments Carrying value of Diluted and convert
Slide 46: 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 Dec 31, 2025 shareholding % (Rs. Cr.) (Actual) Agstack Technologies Private Limited http://www.gramophone.in/ 42.5 43.44% Printo
Slide 47: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet infoedge 33
Slide 48: Standalone Balance Sheet Summary as of Dec 31, 2025
Standalone Balance Sheet Summary as of Dec 31, 2025 Assets (Total: Rs. 47,674 cr) Liabilities (Total: Rs. 47,674 cr) 3.5% 2.6% 7.3% 12.3% 89.2% 85.1% ■ Investments ■ Shareholder's Equity ■ Cash & Cash Equivalents ■ Other Operating Assets ■ Other Liabilities & Provisions ■ Deferred Sales Revenue / Cu
Slide 49: Data sheet – Q3FY26 (1/2)
Data sheet – Q3FY26 (1/2) As at end of/ during Q3FY26 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 113 111 108 106 104 103 100 98 96 94 91 89 88 86 84 106 98 89 millions) A
Slide 50: Data sheet – Q3FY26 (2/2)
Data sheet – Q3FY26 (2/2) As at end of/ during Q3FY26 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 5,483 5,450 4,703 7,403 4,940 4,920 4,314 6,254 4,289 4,314 3,975
Slide 51: Investor Relations contact
Investor Relations contact Name Vineet Ranjan Designation EVP – Investor Relations E-mail vineet.ranjan@infoedge.com Telephone +91 120 3082089 +91 120 3082095 Fax Address Info Edge (India) Limited, B 8, Sector 132, Noida – 201 301, Uttar Pradesh, India Website www.infoedge.in infoedge 37