Slide 1: Earnings Presentation, Quarter ended June 30, 2025
Earnings Presentation Quarter ended June 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 (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 5: 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 1. businesses sustained steady growth Deferred sales revenue in Q1FY26 was Rs. 1,254cr 2. Standalone operating profit margins were
Slide 6: InfoEdge Q1FY26 highlights: Steady revenue and profit growth on the back of past billings
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. acquired 596 665 2,572 2,972 Op. Profit margin % 35.6% 34.0% 36.6% 36.7% businesses* +15.5% +11.7% 2,882 97
Slide 7: Business Segments Financial Performance
Business Segments Financial Performance 7
Slide 8: Recruitment business: The billings growth rate 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. Profit 54.0% 52.5% 58.2% 56.3% +14.6% % +6.2% Overall billings growth of 9.0
Slide 9: 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 billed cu
Slide 10: Jeevansathi: Billings momentum continued in Q1 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 0 the top 3 pl
Slide 11: 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 45 Domestic private universit
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance 12
Slide 13: 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 14: Operational Highlights
Operational Highlights infoedge
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. 470cr Rs. 284cr Q1FY26 Billings Q1FY26 Operating Profit 52.5% Rs. 196cr Q1FY26 Operating Profit margin Q1FY26 Cash from Operations3 75%+ 108 million Traffic Share1 Resume database2 ~46.5k 581k # Billed Customers2 Job listin
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. 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 Notes:1 As of June’25; 2 As on June 30, 2025 and includes 476k+ owner listings 21
Slide 22: 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 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 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 25: Matrimony business – Key operating highlights
Matrimony business – Key operating highlights 25
Slide 26: 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 26
Slide 27: Education business – Key operating highlights
Education business – Key operating highlights 27
Slide 28: Shiksha – Key highlights
Shiksha — Key highlights 540,000+ 1,450+ 465 mn+ 2.5 mn+ course listings unique clients annual visits questions asked 67,000+ 1,100+ 980 mn+ 10 mn+ 670,000 colleges entrance exams annual page views annual registrations student/alumni reviews infoedge| 4fshiksha 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 20 active financial investments in the portfolio. Unlisted Entities Total carrying value of Rs. 639cr 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 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 32: Financial Investment Portfolio
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 33: Balance Sheet Summary & Data Sheet
Balance Sheet Summary & Data Sheet 33
Slide 34: 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 / Customer Advanc
Slide 35: 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 36: 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 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,