Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q4 FY2026 Earnings Presentation
61 slides from Info Edge India's earnings presentation, May 22, 2026
Slide 1: Outcome of the Board Meeting – May 22, 2026
infoedge Date: May 22, 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 – May 22, 2026 Pursuant to the requirements of Regulation 30 and 33 read
Slide 2: Board Meeting Outcome (continued)
infoedge The Company has fixed Friday, July 24, 2026 as the Record Date for determining the entitlement of Members for the proposed Final Dividend. The dividend if approved, by the Members at the Annual General Meeting, would be paid, subject to deduction of tax at source on or after September 2, 20
Slide 3: Independent Auditor's Report on Standalone Financial Results
Annexure-I 67, Institutional Area Sector 44, Gurugram - 122 003 S.R. BATL/80/ & ASSOCIATES LLP Haryana, India Tel: +91 124 681 6000 Chartered Accountants Independent Auditor's Report on the Quarterly and Year to Date Audited Standalone Financial Results of the Company Pursuant to the Regulation 33 o
Slide 4: Auditor's Report (continued)
S.R. BATL/B01 & ASSOCIATES LLP Chartered Accountants In preparing the Statement, the Board of Directors are responsible for assessing the Company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unle
Slide 5: Auditor's Report – Other Matter
S.R. BATL/B01 & ASSOCIATES LLP Chartered Accountants Other Matter The Statement includes the results for the quruter ended March 31, 2026 being the balancing figure between the audited figw·es in respect of the full financial year ended March 3 1, 2026 ru1d the published unaudited year-to-date figur
Slide 6: Statement of Standalone Audited Financial Results
Info Edge (I ndia) Lim ited Regd, Office: Ground Floor, GF-12A, 94, Meghdoot Building, Nehru Place, New Delhi - 110019 CIN: L74899DL199SPLC068021 ,Tel no. : 0120-3082000 , Fax: 0120·308209S ,URL: www.lnfoedge.in, Email : investoro@naukri.com STATEMENT OF STANDALONE AUDITED FINANCIAL RESULTS FOR THE
Slide 7: Standalone Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of Sejjment wise Revenue, Results and Assets & Liabilities Amount in ,1Mn) 3 months ended Preceding 3 Corresponding 3 Year ended Year ended 31/03/2026 months ended months ended In 31/03/2026 31/03/2025 31/12/2025 the previ0LI.S year 31/03/2025 'Audited\ IUnauditedl IAuditedl (Audi
Slide 8: Statement of Standalone Assets and Liabilities
Part III: Stattment of Standalone Assets and Liabilities Asat As at March 31 2026 Mar,h 31 2025 (,Mn) "Mn) (Audiled) (Audited) ASSETS NON-CURRENT ASSETS Prc,pe,ty, plant and equipment 1,059 96 94S.18 Capital work in progress 175.27 26.2S Right of use aiset 2,320.26 2,418.37 Other intangible . - .s 3
Slide 9: Statement of Standalone Cash Flow
Statement of standalone cash Flow Year ended Year ended March 3 1, 2026 March 31, 2025 ffMnl r,Mnl (Audited) (Audited) Cash flow from operating activities: Profit before i,,_~ptlonal items and tax 14,731.05 12,871.04 Adjustments for: Depreciation and amo<tlsation e<i:,e,,se 031.20 801.45 I n - on bo
Slide 10: Exceptional Items
4. Exceptional items- gain/(loss) Includes: Amount in "Mnl 3 m onths ended P~ ing3 Corresponding 3 Year ended Year ended 31/03/2026 months ended months ended in 31/03/2026 31/03/2025 31/12/2025 the previous year 31/ 03/2025 Provision for diminution in cam.rinn value of non-curretit inves!:tnents 76.
Slide 11: Independent Auditor's Report on Consolidated Financial Results
67, Institutional Area Sector 44, Gurugram - 122 003 S.R. BATLIBOI & ASSOCIATES LLP Haryana, India Chartered Accountants Tel: +91 124 681 6(11>0 Independent Auditor's Report on the Quarterly and Year to Date Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (Lis
Slide 12: Management's Responsibilities for Consolidated Results
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants Management's Responsibilities for the Consolidated Financial Results The Statement has been prepared on the basis of the consolidated Ind AS annual financial statements. The Holding Company's Board of Directors are responsible for the preparation
Slide 13: Auditor's Report (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Ac:c:ount ants • Conclude on the appropriateness of the Board of Directors' use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant
Slide 14: Auditor's Report (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants The independent auditor's report on the financial statements of these entities have been furnished to us by the Management and our opinion on the Statement in so far as it relates to the amounts and disclosures included in respect of these subsidi
Slide 15: Annexure-A: List of Subsidiaries
S.R. BATl.1801 & 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 parag
Slide 16: List of Subsidiaries (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants 15. Bizcrum Infotech Private Limited* 16. Ideaclick Infolabs Private Limited* 17. Vcare Technologies Private ~united* 18. Unnati Online Private Limited* 19. Green leaves Consumer Services Private Limited* 20. Rare Media Company Private Limited* 21
Slide 17: Statement of Consolidated Audited Financial Results
Info Edge (India) L.lmited Regd. Office: Ground Floor, GF-12A, 94, Meghdoot Bullcling, Nehru Place, New Delhi - 110019 CIN: L74899DL199SPLC068021 ,Tel no. : 0120·3082000 , Fax : 0120·308209S ,URL: www.infoedge,ln , Email: lnvestors@naukri.com STATEMENT OF CONSOUDATED AUDITED FlNANCIAL RESULTS FOR TH
Slide 18: Consolidated Segment Revenue, Results and Assets & Liabilities
Part JI, Reporting or Segment wise Revenue, Results and Assets & Liabilities Amount in '(Mn) 3 ,,_u,s ended Preac!;ng 3 Corresponding 3 Year ended Year ended 31/03/2026 months ended months ended in 31/ 03/2026 31/03/202S 31/ 12/ 202S the prev'ious year 31/03/2025 <MUUI<= {Unau<J11~ (AUGhru1 (AUol ~
Slide 19: Statement of Consolidated Assets and Liabilities
Part III: Statement of Consolidated Assets and Liabilities Asat As at March 31 2026 March 31 2025 lfMnl ''Miil (A&,dltod) (Audlled) ASSETS NON•CURRENT ASSETS Property, p!ant and equipment 1, 100.68 973.45 Right or use asset 2,%1.74 2,657.21 Other intangible ~ 367.13 636 73 C.pital - k In prngress 17
Slide 20: Statement of Consolidated Cash Flow
Sta~m4'lltofCon~ hdated cash Flow Year ended Year ended , ...~, March 31, 2026 (Audited) March 31, 2025 '"M"' (Audited) cash now from operating activities: Profit before excrptional ii.ms and tax 20,825.86 17,976.42 Adjustments for: Dep,ec,aUon and amot\isaUon .,;pen,e 1,225.78 1,130 90 Interest on
Slide 21: Notes to Financial Results
Notes:- I. Thi< <h\ten,ent ha< - • - · · - hv tho> A•lrlit Committ,,e and a-~--< hv the_,,, d Di~ors in their,...,......,.. """"i= hPld on Mav 22 20]6 2. This stat=t has been prepar,d In accon:lance With the recognition and me.surenent priociples laid down In appl<abie lll<fian Acmunting ~ndards l)<
Slide 22: Notes to Financial Results (continued)
11. During lhe year ended Mara, 31, 2025, The Boord of Diredl:ln of the Company at t h e i r ~ he1d on N!bruary OS, 2025, have aJl1)111'ed Uie ~lvbol/ split of each equity share of race value or ~ 10/· (Rupees Ten only) each, fully paid-up, Into s cr.ve) equity shares having race value of, 2/· (l\up
Slide 23: Annexure-II: Declaration on Unmodified Audit Opinion
infoedge Annexure-II Date: May 22, 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, Sub: Declaration pursuant to Regulation 33(3)(d) of the Securities & Exchange Board of India (Listi
Slide 24: Annexure-III: Press Release – Q4 Revenue up 17% YoY
Annexure-III infoedge InfoEdge: Q4 Revenue up 17% YoY; Operating margins improve 639 bps YoY, Cash generation remains robust New Delhi, 22nd May 2026: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Audited Standalone and Consolidated Financial Results for the quarter and f
Slide 25: Quarter and Financial Year ended March 31, 2026
Annexure-IV • 1n oe Earnings Presentation Quarter and Financial Year ended March 31, 2026 G naukri 99acres Jeevansathi f shiksha
Slide 26: 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 27: Standalone Financial Performance
Standalone Financial Performance infoedge 3
Slide 28: 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%) I- I- Rs. 805cr 40.1% Rs. 4.59 6,000 Revenue from Operations Earning p
Slide 29: 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 I 1. Total deferred sales revenue was Rs. 1,498cr as of March 31, 2026 I 2. Standalone operating profit margins were 40.1% in Q4FY26; YoY improvement by 639bps I 3. Earning per sha
Slide 30: Q4FY26 highlights: Revenue grew 17%, operating margins improved 639bps
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 1,015 J 1,084 ..l 2,972 J 3,264 .J {? C ) C ) acquired 1............... 1.............. 1............... 1.............. 33
Slide 31: Business Segments Financial Performance
Business Segments Financial Performance infoedge 7
Slide 32: Recruitment business: Billings grew 9.5% YoY
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 D D - 771 1 838 1 2,248 1 2,461 1 Op. 54.5% 58.5% 56.3% 56.6% 1................ 1......
Slide 33: 99acres: Gaining 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 451 +10.3%·-----. T 497 - (15) - 3 Live New project listings grew 28% YoY in Q4, and live resale plus rental listings from brokers grew 35% YoY in Q4. +1
Slide 34: Matchmaking (Jeevansathi + Aisle): Billings up 23% YoY
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 ............... ............... ............... ............... ............... .........
Slide 35: Shiksha: Billings de-grew 13% YoY in Q4
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 162 . +0.8% ·-----, 164 13 In Q4FY26, billings de-grew by 13% YoY, while revenue grew by 11% YoY. 6 -13.0% ''' T 52 45 -(1) (1) Domestic
Slide 36: Consolidated Financial Performance
Consolidated Financial Performance infoedge 12
Slide 37: 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 38: Operational Highlights
Operational Highlights infoedge 14
Slide 39: Info Edge businesses
Info Edge businesses Core Operating Businesses Strategic Investments Financial Investments Recruitment 0 naukri zwayam ~ eternal Real Estate d~select by 8 naukri 99acres ~ AmbitionBox Matchmaking ¥ hirist.tech Jeevansath1 The Premium Tech-Job Speciolist Education codingninjas infoedge • ventures ~sh
Slide 40: 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 41: 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 0 naukri 75%+ 115 million FOR THE AMBITIOUS Traffic Share1 Resume database2 ~55k 666k # Bil
Slide 42: 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 43: 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 44: 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 45: 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 I infoedge 99acres Notes:1 As of March 31, 2026; 2 As on March 31, 2026 and includes 575k owner
Slide 46: 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 I infoedge 99acres Source: SimilarWeb 22
Slide 47: Buyers & Tenants spend more time on 99acres
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 ----. • .---·• •• ·--- • • • • • -- •• •• •• II 99acres.com II mag icbricks.com 34. 13% 47
Slide 48: 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 49: Matrimony business – Key operating highlights
ansaf . . Select V + 91 V . . .. 0 Matrimony business – Key operating highlights Bringing People ogethe ip(oedge 25
Slide 50: 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 I infoedge Jeevansatlii 26
Slide 51: 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 52: Shiksha – Key highlights
Shiksha – Key highlights 5,70,000+ 1600+ 322 mn+ 2.8 mn+ course listings unique clients annual visits questions asked ~ ~ ~ ~ - • • ~ • • ' I , A •• . - ,, • -- • •*• A .11 - •" (tl~ • • • • • •• •• •• •• •• 68,000+ 1150+ 702 mn+ 8.3 mn+ 6,85,000+ colleges entrance exams annual page views annual reg
Slide 53: Investments
Investments infoedge 29
Slide 54: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities ~ eternal Shareholding: 12.43% a Fin tech Shareholding: 12.12% Balance sheet investments in 21 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 781cr Fund Corpus1 Fund Name (
Slide 55: 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 56: 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 March 31, 2026 shareholding % (Rs. Cr.) (Actual) Akshamaala Solutions private Limited https://unnati.ag/ 126.7 20.25% Shop Kirana
Slide 57: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet infoedge 33
Slide 58: 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 /
Slide 59: 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 60: 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 61: 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