Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q1 FY26 Earnings Presentation
51 slides from Info Edge India's earnings presentation, Aug 8, 2025
Slide 1: Outcome of the Board Meeting - August 8, 2025
infoedge Date: August 8, 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 - August 8, 2025 Pursuant to the requirements of Regulation 30 and 33 r
Slide 2: Independent Auditor's Review Report on Standalone Results
S.R. BATL/80/ & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugrarn - 122003 Chartered Accountants Haryana . India Tel +9 1 124 681 6000 Independent Auditor's Review Report on the Quarterly Unaudited Standalone Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (Listin
Slide 3: Standalone Unaudited Financial Results for Quarter Ended June 30, 2025
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.infoedge.in, Email: investors@naukri.com STATEMENT OF STANDALONE UNAUDITED FINANCIAL RESULTS FOR THE
Slide 4: Standalone Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of Segment wise Revenue, Results and Assets & Liabilities Amount in ,(Mn 3 months period Preceding 3 Corresponding 3 Year ended ended 30/06/2025 months ended months ended in 31/03/2025 31/03/2025 the previous year 30/06/2024 'Unauditedl /Audited\ tUnaudited' IAuditedl trefer n,...
Slide 5: Notes to Standalone Results
Notes:- 1. This statement has been reviewed bv the Audit Committee and an"""ved bv the Board of Di= tors in their res....-true mee~nos held on Auoust 08 2025. 2.This statement has been prepared in accordance with the recognition and measurement principles laid down in I ndian AcOlunting Standard 34,
Slide 6: Independent Auditor's Review Report on Consolidated Results
S.R. BATLIBOI & ASSOCIATES LLP 67, Institutional Area Sector 44, Gurugrarn - 122003 Chartered Accountants Haryana , India Tel +9·1 124 631 6000 Independent Auditor's Review Report on the Quarterly Unaudited Consolidated Financial Results of the Company Pursuant to the Regulation 33 of the SEBI (List
Slide 7: 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 8: Auditor's Review Report (continued)
S.R. BATL/80/ & ASSOCIATES LLP Chartered Accountants The unaudited interim financial results and other unaudited financial information of the 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 on the Statement
Slide 9: 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 10: Annexure-A List of Subsidiaries (continued)
S.R. BATLIBOI & 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: Consolidated Unaudited Financial Results for Quarter Ended June 30, 2025
Info Edge (I ndia) Limited Regd. Office: Ground Floor, GF-12A, 94, Meghdoot Building, Nehru Place, New Delhi - 110019 CI N : L74899DL1995PLC068021 ,Tel no. : 0120-30820 00 , Fax : 0120-3082095 , URL: www.infoedge.in, Email : investors@naukri.com STATEMENT OF CONSOUDATEO UNAUDITED FINANCIAL RESULTS F
Slide 12: Consolidated Segment Revenue, Results and Assets & Liabilities
Part II. Reporting of Segment wise Re•enue, Results and As.ets & Liabilities Amount In '(Mn) 3 months period Preceding 3 months Corre.ponding 3 Year ended ended 30/ 06/2025 ended 31/03/2025 months ended In the 31/03/2025 previous year 30/06/2024 (Unaudited) (Audited) (Unaudited) (Audited) (refer not
Slide 13: Notes to Consolidated Results
Notes:- I. Thi< statement has been reviewed b" the '"dit Committee and a= oved bv the Board nf Directors in their ----~ve meetinns held on Auoust 08 2025. 2. This statement has been prepared In acmrdance with the recognition and measurement principles laid down in Indian Accounting Standard 34, {Ind
Slide 14: Press Release: Q1 Revenue up 15%
infoedge InfoEdge: Q1 Revenue up 15%; Operating PBT rises 10%; Cash profitability continued in the Recruitment while losses reduced in the Non-Recruitment portfolio New Delhi, 8th August 2025: Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Audited Standalone and Consolidat
Slide 15: Quarter ended June 30, 2025
• 1n oe Earnings Presentation Quarter ended June 30, 2025 0 naukri 99acres Jeevansalhi:com fshiksha
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 (Q1FY26) – At a glance
IEIL Standalone performance (Q1FY26) – At a glance Rs. 644cr Rs. 250cr Rs. 180cr Rs. 4,828cr Billings Operating Profit Cash from operations Cash Balance2 (YoY +11.2%) (YoY +10.1%) (before Taxes) as of June 30, 2025 (YoY +3.3%) Rs. 736cr 34.0% Rs. 4.01 6,174 Revenue from Operations Earning per share1
Slide 19: Key highlights regarding standalone financial performance for Q1FY26
Key highlights regarding standalone financial performance for Q1FY26 Billing growth in Q1 moderated with softness in the recruitment business, while the non-recruitment I 1. businesses sustained steady growth Deferred sales revenue in Q1FY26 was Rs. 1,254cr I 2. Standalone operating profit margins w
Slide 20: Steady revenue and profit growth; Q1 billings growth shows moderation
InfoEdge Q1FY26 highlights: Steady revenue and profit growth on the back of past billings; Q1 billings growth shows moderation Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. . .. . 665 ·•. .2,572 . I ••• acquired t.................~ 596 t.................~ L............... ~ .....
Slide 21: Business Segments Financial Performance
Business Segments Financial Performance infoedge 7
Slide 22: Recruitment business: billings growth moderated to 9% in Q1
Recruitment business: The billings growth rate moderated to 9% in Q1, while revenue growth improved, benefiting from strong momentum in prior quarters Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Q1FY26 highlights Op. ................... ................... ................... ................
Slide 23: 99Acres: Q1 billings held steady in a typically soft quarter
99Acres: Q1 billings held steady in a typically soft quarter, as the business continued to gain market share and strengthen its leadership position Billings (Rs. Cr) Operating profit (Rs. Cr) Q1FY26 highlights - +17.0%-----. Billing growth in Q1 was driven by improvements in 451 both the number of b
Slide 24: Jeevansathi: Billings momentum continued with 36% YoY growth
Jeevansathi: Billings momentum continued in Q1 with 36% YoY growth, as the business achieved operating breakeven and generated positive cash flow from operations Billings (Rs. Cr) Operating profit (Rs. Cr) Q1FY26 highlights +31.1%-----. 111 The matchmaking industry remains competitive, with +36.4% 3
Slide 25: Shiksha: Billings grew 8% YoY in Q1
Shiksha: Billings grew 8% YoY in Q1, while the business remained profitable at the operating and cash level Billings (Rs. Cr) Operating profit (Rs. Cr) Q1FY26 highlights +43.2% +13.6% 6 162 In Q1FY26, billings grew by 8% YoY and revenue 143 4 grew by 19% YoY. 3 +7.8% 42 Q1FY25 45 Q1FY26 FY24 FY25 Q1
Slide 26: Consolidated Financial Performance
Consolidated Financial Performance infoedge 12
Slide 27: Summary of consolidated financial performance for Q1FY26
Summary of consolidated financial performance for Q1FY26 At the consolidated level, the net sales for the Company stood at Rs. 790.9cr in Q1FY26 versus Rs. 676.7cr for Q1FY25. The total comprehensive income was Rs. 7,918.2cr in Q1FY26 vs. Rs. 3,582.6cr in Q1FY25. Profit before tax (without exception
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 zwayam zomato Real Estate d~select 99acres ~ AmbitionBox by G naukri pb Matchmaking jeevansathi:com hirist.tech The Premium Tech-Job Speciolist Education codingninjas infoedge
Slide 30: 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 31: Recruitment business – Key highlights
Recruitment business – Key highlights Dominant Traffic Share among peers Rs. 470cr Rs. 284cr Q1FY26 Billings Q1FY26 Operating Profit 52.5% Rs. 196cr Q1FY26 Operating Profit margin Q1FY26 Cash from Operations3 0 naukri 75%+ 108 million FOR THE AMBITIOUS Traffic Share1 Resume database2 ~46.5k 581k # B
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 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 irifoedge l lC 1 1 ... ro l &Cr c l 2 76.6~ l, 20
Slide 35: 99Acres – Key highlights
99Acres – Key highlights Rs. 94cr 17% Q1FY26 Billings YoY Billings growth (Q1FY26) (Rs. 19cr) (Rs. 20cr) Q1FY26 Cash flow from Q1FY26 Operating Profit operations 185k+1 1Mn+2 Total projects Total listings I infoedge 99acres Notes:1 As of June’25; 2 As on June 30, 2025 and includes 476k+ owner listin
Slide 36: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 45% 40% 39% 35% 36% 30% 25% 25% 20% 15% 10% 5% 0% 99Acres MagicBricks Housing I infoedge 99acres Source: SimilarWeb 22
Slide 37: 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 hl!t le:: D w M L!J + < 55% Benchmark to a category ... 50% 45% • • • • .. .. ~--41•--◄•--.----------.-..➔-------- r.a 99acre
Slide 38: Key business metrics for 99Acres
Key business metrics for 99Acres Distribution of total 1Mn+ listings Distribution of 90.3K total customer base Billing breakdown by customer type Owner, Broker, 8% Commerical, 39% 18% Builder, 28% Owner, Broker, 54% 64% Residential, 82% Builder, 7% As of June 30, 2025 July’24 to June’25 July’24 to J
Slide 39: Matrimony business – Key operating highlights
van af , ; .. . . Select V +91 V 0 Matrimony business – Key operating highlights Bringing People Tog her 25
Slide 40: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 35cr 36%+ Q1FY26 Billings YoY Billings growth (Q1FY26) +ve Rs. 6cr Q1FY26 Cash flow from Q1FY26 Operating Profit operations 90%+ ~21% User traffic & time spent Yearly reduction in marketing on Android and iOS apps spends in FY25 I infoedge jeevansathi:com 26
Slide 41: 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 irifoedge 27
Slide 42: Shiksha – Key highlights
Shiksha – Key highlights 540,000+ 1,450+ 46,5 mn+· 2.5 mn+ course listings unique cUents annuall visits questions asked • 67,000+ • '1,100+ • 980 mn+ • 10 nu1+ • 670,000 coUeges ,e ntrance exams a111nuall pag1e vie-w s annual reg1i1s trations student/alumni reviews infoedge ..I ~f shiksha 28
Slide 43: Investments
Investments infoedge 29
Slide 44: Financial Investments in technology-based Startups
Financial Investments in technology-based Startups Investments in Listed Entities zomato Shareholding: 12.43% a Fin tech Shareholding: 12.52% Balance sheet investments in 20 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 639cr Info Edge Venture fund*.- F
Slide 45: Financial Investment Portfolio
Financial Investment Portfolio Financial Investments - Listed Companies Carrying value of investment Diluted and converted Investee Company as of June 30, 2025 shareholding % (Rs. Cr.) Eternal 146.5 12.43% PB Fintech 575.8 12.52% Total 722.3 Strategic Investments Carrying value of investment Diluted
Slide 46: Financial Investment Portfolio – Unlisted Companies
Financial Investment Portfolio Financial Investments - Unlisted Companies Carrying value of investment as Diluted and converted Investee Company Prominent Domain names of June 30, 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 June 30, 2025
Standalone Balance Sheet Summary as of June 30, 2025 Assets (Total: Rs. 40,414cr) Liabilities (Total: Rs. 40,414cr) 4.2% 3.1% 8.6% 11.8% 87.1% 85.1% ■ Investments ■ Shareholder's Equity ■ Cash & Cash Equivalents ■ Other Operating Assets ■ Other Liabilities & Provisions ■ Deferred Sales Revenue / Cus
Slide 49: Data sheet – Q1FY26 (1/2)
Data sheet – Q1FY26 (1/2) As at end of/ during Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 Q4FY23 Q3FY23 Q2FY23 Q1FY23 Q4FY22 Q3FY22 Q2FY22 Q1FY22 FY25 FY24 FY23 FY22 Key business metrics Naukri Number of resumes on Naukri 108 106 104 103 100 98 96 94 91 89 88 86 84 82^ 80 78 76 1
Slide 50: Data sheet – Q1FY26 (2/2)
Data sheet – Q1FY26 (2/2) As at end of/ during Q1FY26Q4FY25Q3FY25Q2FY25Q1FY25Q4FY24Q3FY24Q2FY24Q1FY24Q4FY23Q3FY23Q2FY23Q1FY23Q4FY22Q3FY22Q2FY22Q1FY22 FY25 FY24 FY23 FY22 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 4,703 7,403 4,940 4,920 4,314 6,254 4,289 4,314 3,975 5,835 4,
Slide 51: 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,