Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q2 FY2026 Earnings Presentation
37 slides from Info Edge India's earnings presentation, November 2025
Slide 1: Earnings Presentation Quarter ended September 30, 2025
Earnings Presentation Quarter ended September 30, 2025
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 (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%) Rs. 746cr 35.9% Rs. 4.08 6,238 Revenue from Operations Earning per s
Slide 5: 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- 1. recruitment businesses sustained steady billing growth Deferred sales revenue in Q2FY26 was Rs. 1,250cr 2. Standalone opera
Slide 6: InfoEdge Q2FY26 highlights: Billings and revenue steady, 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 acquired 671 752 1,267 1,416 Op. 38.3% 35.9% 36.9% 34.9% businesses* Profit Incl. acquired bu
Slide 7: Business Segments Financial Performance
Business Segments Financial Performance 7
Slide 8: Recruitment business: Billings grew by 11% during the quarter
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 513 568 961 1,058 Op. 57.8% 55.8% 55.9% 54.2% Profit Marg Incl. acquired businesses* Overall
Slide 9: 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 +15.1% Billing growth in Q2 was driven by improvements in 217 both the number of billed customers and average 188 (14) billing per cu
Slide 10: Jeevansathi: Billings momentum continued with 29% YoY growth
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 68 1 1 the top 3 players seeking to expand their market
Slide 11: Shiksha: Billings grew 13% YoY in Q2
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. +12.6% 2 1 25 28 The 13% billing growth was even across dom
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance 12
Slide 13: 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 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. 545cr Rs. 312cr Q2FY26 Billings Q2FY26 Operating Profit 55.8% Rs. 325cr Q2FY26 Operating Profit margin Q2FY26 Cash from Operations3 75%+ 111 million Traffic Share1 Resume database2 ~46k 611k # 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 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 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) 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 20: Real Estate business – Key operating highlights
Real Estate business – Key operating highlights 20
Slide 21: 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 Notes:1 As of September 2025; 2 As on Sep 30, 2025 and includes 503k+ owner listings 21
Slide 22: 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 Source: SimilarWeb 22
Slide 23: 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 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 1.2Mn 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 25: Matrimony business – Key operating highlights
Matrimony business – Key operating highlights 25
Slide 26: 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 26
Slide 27: Education business – Key operating highlights
Education business – Key operating highlights 27
Slide 28: Shiksha – Key highlights
Shiksha – Key highlights 5,50,000+ 1450+ 415 mn+ 2.5 mn+ course listings unique clients annual visits questions asked 67,000+ 1100+ 900 mn+ 9.5 mn+ 6,85,000 colleges entrance exams annual page views annual registrations student/alumni reviews 28
Slide 29: Investments
Investments infoedge 29
Slide 30: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities Shareholding: 12.43% 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*.- First Scheme – USD1
Slide 31: 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 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 Sep 30, 2025 shareholding % (Rs. Cr.) (Actual) Agstack Technologies Private Limited http://www.gramophone.in/ 42.5 43.44% Printo
Slide 33: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet 33
Slide 34: 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 / Customer Advance
Slide 35: 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 36: 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 37: 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,