Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q4 FY2026 Earnings Presentation
37 slides from Info Edge India's earnings presentation, May 2026
Slide 1: Earnings Presentation
Earnings Presentation Quarter and Financial Year ended March 31, 2026
Slide 2: 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 3: Standalone Financial Performance
Standalone Financial Performance 3
Slide 4: IEIL Standalone performance (Q4FY26) – At a glance
IEIL Standalone performance (Q4FY26) – At a glance Rs. 1,057cr Rs. 323cr Rs. 621cr Rs. 4,963cr Billings Operating Profit Cash from Operations Cash Balance2 (YoY +7.4%) (YoY +39.4%) (before Taxes) as of March 31, 2026 (YoY +15.8%) Rs. 805cr 40.1% Rs. 4.59 6,000 Revenue from Operations Earning per sha
Slide 5: Key highlights regarding standalone financial performance for Q4FY26
Key highlights regarding standalone financial performance for Q4FY26 Revenue growth was 17.2% YoY in Q4 for the Company 1. Total deferred sales revenue was Rs. 1,498cr as of March 31, 2026 2. Standalone operating profit margins were 40.1% in Q4FY26; YoY improvement by 639bps 3. Earning per share1 (E
Slide 6: InfoEdge Q4FY26 highlights: Revenue grew by 17%, operating profit margins improved 639bps YoY
InfoEdge Q4FY26 highlights: Revenue grew by 17%, while operating profit margins improved 639bps YoY Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. Standalone acquired 1,015 1,084 2,972 3,264 Op. 33.7% 40.1% 36.7% 37.3% businesses* Profit Incl. acquired businesses* +10.3% Margins 3
Slide 7: Business Segments Financial Performance
Business Segments Financial Performance 7
Slide 8: Recruitment business: Billings grew by 9.5% YoY, operating profits improved by 404bps
Recruitment business: Billings grew by 9.5% YoY, while operating profits improved by 404bps YoY in Q4FY26 Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Incl. acquired businesses* Q4FY26 highlights Standalone 771 838 2,248 2,461 Op. 54.5% 58.5% 56.3% 56.6% Profit Marg Incl. acquired businesses*
Slide 9: 99acres: Business continued to gain market share; Transitional impact on Q4 billings
99acres: Business continued to gain market share; Transitional impact on Q4 billings Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY26 highlights +10.3% 3 Live New project listings grew 28% YoY in Q4, and 497 live resale plus rental listings from brokers grew 451 35% YoY in Q4. (15) +1.9% (48) 160
Slide 10: Matchmaking (Jeevansathi + Aisle): Billings momentum continued in Q4 with 23% YoY growth
Matchmaking (Jeevansathi + Aisle): Billings momentum continued in Q4 with 23% YoY growth, as the business continued to generate operating cash flows Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY26 highlights 40 49 141 182 (7) (7) (30) (15) The matrimonial industry remains competitive, with (2) (3
Slide 11: Shiksha: Billings de-grew by 13% YoY in Q4, profitable at operating level
Shiksha: Billings de-grew by 13% YoY in Q4, while the business was profitable at the operating level Billings (Rs. Cr) Operating profit (Rs. Cr) Q4FY26 highlights +0.8% 13 162 164 In Q4FY26, billings de-grew by 13% YoY, while revenue grew by 11% YoY. 6 -13.0% 52 45 Domestic private universities and
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance 12
Slide 13: Summary of consolidated financial performance for Q4FY26
Summary of consolidated financial performance for Q4FY26 At the consolidated level, the net sales for the Company stood at Rs. 869.0 cr in Q4FY26 versus Rs. 749.6cr for Q4FY25. The total comprehensive loss was Rs. 6,217.2 Cr in Q4FY26 vs. loss of Rs. 9,710.0 cr in Q4FY25. Profit before tax (without
Slide 14: Operational Highlights
Operational Highlights 14
Slide 15: Info Edge businesses
Info Edge businesses Core Operating Businesses Strategic Investments Financial Investments Recruitment Real Estate Matchmaking Education 15
Slide 16: Recruitment business – Key operating highlights
Recruitment business – Key operating highlights 16
Slide 17: Recruitment business – Key highlights
Recruitment business – Key highlights Dominant Traffic Share among peers Rs. 811cr Rs. 340cr Q4FY26 Billings Q4FY26 Operating Profit 58.5% Rs. 619cr Q4FY26 Operating Profit margin Q4FY26 Cash from Operations3 75%+ 115 million Traffic Share1 Resume database2 ~55k 666k # Billed Customers2 Job listings
Slide 18: Breakdown of billings by customer type
Breakdown of billings by customer type 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% Capability GCC – BPM 1.3% Centers (
Slide 19: 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) 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 Tier-2/3 penetration
Slide 20: Real Estate business – Key operating highlights
Real Estate business – Key operating highlights 20
Slide 21: 99acres – Key highlights
99acres – Key highlights Rs. 163cr 1.9% Q4FY26 Billings YoY Billings growth (Q4FY26) Rs. 3cr Rs. 22cr Q4FY26 Operating Profit Q4FY26 Cash flow from operations 199k+1 1.3Mn+2 Total projects Total listings Notes:1 As of March 31, 2026; 2 As on March 31, 2026 and includes 575k owner listings 21
Slide 22: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 60% 51% 50% 40% 30% 25% 25% 20% 10% 0% 99Acres MagicBricks Housing Source: SimilarWeb 22
Slide 23: Buyers & Tenants spend more time on 99acres with lower/similar 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 Higher time spent by buyers and tenants on 99Acres platform demonstrating high engagement Source: SimilarWeb; Desktop + Mobil
Slide 24: Key business metrics for 99acres
Key business metrics for 99acres Distribution of total 1.3Mn+ listings Distribution of 97.5K total customer base Billing breakdown by customer type Broker, Owner, 33% 9% Commerical, 18% Builder, 27% Owner, Broker, 61% 64% Residential, 82% Builder, 6% As of March 31, 2026 April’25 to March’26 April’2
Slide 25: Matrimony business – Key operating highlights
Matrimony business – Key operating highlights 25
Slide 26: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 39cr 21%+ Q4FY26 Billings YoY Billings growth (Q4FY26) Rs. (3cr) Rs. 4Cr Q4FY26 Operating Profit Q4FY26 Cash flow from operations 90%+ User traffic & time spent on Android and iOS apps 26
Slide 27: Education business – Key operating highlights
Education business – Key operating highlights 27
Slide 28: Shiksha – Key highlights
Shiksha – Key highlights 5,70,000+ 1600+ 322 mn+ 2.8 mn+ course listings unique clients annual visits questions asked 68,000+ 1150+ 702 mn+ 8.3 mn+ 6,85,000+ colleges entrance exams annual page views annual registrations student/alumni reviews Source: Google Analytics and Internal Tracking | (April
Slide 29: Investments
Investments infoedge 29
Slide 30: Financial Investments in technology-based Startups and Listed Entities
Financial Investments in technology-based Startups Investments in Listed Entities Shareholding: 12.43% Shareholding: 12.12% Balance sheet investments in 21 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 781cr Fund Corpus1 Fund Name (INR Cr) InfoEdge – Ve
Slide 31: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Listed Companies Carrying value of investment Diluted and converted Investee Company as of March 31, 2026 shareholding % (Rs. Cr.) Eternal 146.5 12.43% PB Fintech 575.8 12.12% Total 722.3 Strategic Investments Carrying value of Diluted and conve
Slide 32: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Unlisted Companies Carrying value of investment as of Diluted and converted Investee Company Prominent Domain names March 31, 2026 shareholding % (Rs. Cr.) (Actual) Akshamaala Solutions private Limited https://unnati.ag/ 126.7 20.25% Shop Kirana
Slide 33: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet 33
Slide 34: Standalone Balance Sheet Summary as of March 31, 2026
Standalone Balance Sheet Summary as of March 31, 2026 Assets (Total: Rs. 41,106 cr) Liabilities (Total: Rs. 41,106 cr) 4.2% 3.6% 8.9% 11.8% 86.9% 84.5% Investments Shareholder's Equity Cash & Cash Equivalents Other Operating Assets Other Liabilities & Provisions Deferred Sales Revenue / Customer Adv
Slide 35: Data sheet – Q4FY26 (1/2)
Data sheet – Q4FY26 (1/2) As at end of/ during Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 FY26 FY25 FY24 FY23 Key business metrics Naukri Number of resumes on Naukri (in 115 113 111 108 106 104 103 100 98 96 94 91 89 88 86 84 115 1
Slide 36: Data sheet – Q4FY26 (2/2)
Data sheet – Q4FY26 (2/2) As at end of/ during Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 FY26 FY25 FY24 FY23 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 8,107 5,483 5,450 4,703 7,403 4,940 4,920 4,314 6,254
Slide 37: 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 37