Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q3 FY2026 Earnings Presentation
37 slides from Info Edge India's earnings presentation, February 2026
Slide 1: Earnings Presentation, Quarter ended December 31, 2025
Earnings Presentation Quarter ended December 31, 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 (Q3FY26) – At a glance
IEIL Standalone performance (Q3FY26) – At a glance Rs. 747cr Rs. 297cr Rs. 376cr Rs. 4,825cr Billings Operating Profit Cash from Operations Cash Balance2 (YoY +11.8%) (YoY +12.9%) (before Taxes) as of December 31, 2025 (YoY +8.8%) Rs. 765cr 38.9% Rs. 4.37 6,150 Revenue from Operations Earning per sh
Slide 5: Key highlights regarding standalone financial performance for Q3FY26
Key highlights regarding standalone financial performance for Q3FY26 Billings growth in Q3 remained stable for the recruitment business, while the non-recruitment 1. businesses sustained steady billing growth Total deferred sales revenue in Q3FY26 was Rs. 1,240cr 2. Standalone operating profit margi
Slide 6: InfoEdge Q3FY26 highlights: Revenue grew by 14% YoY, operating profit margins improved
InfoEdge Q3FY26 highlights: Revenue grew by 14% YoY, while operating profit margins improved 300bps sequentially Billings (Rs. Cr) Operating profit (Rs. Cr) and margins (%) Incl. Standalone acquired 690 763 1,957 2,180 Op. 39.2% 38.9% 37.7% 36.3% businesses* Profit Incl. acquired businesses* +11.7%
Slide 7: Business Segments Financial Performance
Business Segments Financial Performance 7
Slide 8: Recruitment business: Billings grew by 11% YoY, operating profits improved by 15%
Recruitment business: Billings grew by 11% YoY, while operating profits improved by 15% YoY during the quarter Billings (Rs. Cr) Op. profit (Rs. Cr) & margin (%) Incl. acquired businesses* Q3FY26 highlights Standalone 516 565 1,477 1,623 Op. 58.9% 59.3% 57.0% 56.0% Profit Marg Incl. acquired busines
Slide 9: 99Acres: Business continued to gain market share; Billings in mid-teens
99Acres: Business continued to gain market share; Billings remained in mid-teens in Q3 Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights +14.9% Billings grew at a mid-teen rate in Q3. The Secondary 334 (5) business performed well, while the Primary segment 291 remained relatively slower.
Slide 10: Matchmaking (Jeevansathi + Aisle): Billings grew 31% YoY
Matchmaking (Jeevansathi + Aisle): Billings momentum continued in Q3 with 31% YoY growth, as the business continued to generate operating cash flows Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights 35 46 101 132 (11) (4) (23) (8) The matrimonial industry remains competitive, with (2) (1
Slide 11: Shiksha: Billings grew 4% YoY, breakeven at operating level
Shiksha: Billings grew 4% YoY in Q3, while the business remained breakeven at the operating level Billings (Rs. Cr) Operating profit (Rs. Cr) Q3FY26 highlights +7.3% 8 119 In Q3FY26, billings grew by 4% YoY and revenue 111 grew by 3% YoY. +3.7% 44 46 0 Domestic billings grew by 14% while study abroa
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance 12
Slide 13: Summary of consolidated financial performance for Q3FY26
Summary of consolidated financial performance for Q3FY26 At the consolidated level, the net sales for the Company stood at Rs. 819.4cr in Q3FY26 versus Rs. 722.4cr for Q3FY25. The total comprehensive loss was Rs. 3,954.6cr in Q3FY26 vs. income of Rs. 3,182.4cr in Q3FY25. Profit before tax (without e
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. 548cr Rs. 341cr Q3FY26 Billings Q3FY26 Operating Profit 59.3% Rs. 373cr Q3FY26 Operating Profit margin Q3FY26 Cash from Operations3 75%+ 113 million Traffic Share1 Resume database2 ~48k 637k # 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. 117cr 14.5% Q3FY26 Billings YoY Billings growth (Q3FY26) (Rs. 20cr) (Rs. 10cr) Q3FY26 Operating Profit Q3FY26 Cash flow from operations 195k1 1.3Mn2 Total projects Total listings Notes:1 As of December 2025; 2 As on Dec 31, 2025 and includes 544k+ owner listings 21
Slide 22: 99Acres traffic time share
99Acres traffic time share Overall traffic (from desktops & laptops, web mobile) 60% 50% 46% 40% 29% 30% 24% 20% 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 1.3Mn listings Distribution of 96.2K total customer base Billing breakdown by customer type Owner, Broker, 8% Commerical, 36% 18% Builder, 27% Owner, Broker, 58% 64% Residential, 82% Builder, 6% As of Dec 31, 2025 Jan’25 to Dec’25 Jan’25 to Dec’
Slide 25: Matrimony business – Key operating highlights
Matrimony business – Key operating highlights 25
Slide 26: Jeevansathi – Key highlights
Jeevansathi – Key highlights Rs. 36cr 29%+ Q3FY26 Billings YoY Billings growth (Q3FY26) Rs. (2cr) Rs. 5Cr Q3FY26 Operating Profit Q3FY26 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 Source: Google Analytics and Internal Tracking | (Jan 2025 – Dec 2025) 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: 12.43% 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 Dec 31, 2025 shareholding % (Rs. Cr.) Eternal 146.5 12.43% PB Fintech 575.8 12.43% 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 Dec 31, 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 Dec 31, 2025
Standalone Balance Sheet Summary as of Dec 31, 2025 Assets (Total: Rs. 47,674 cr) Liabilities (Total: Rs. 47,674 cr) 3.5% 2.6% 7.3% 12.3% 89.2% 85.1% Investments Shareholder's Equity Cash & Cash Equivalents Other Operating Assets Other Liabilities & Provisions Deferred Sales Revenue / Customer Advan
Slide 35: Data sheet – Q3FY26 (1/2)
Data sheet – Q3FY26 (1/2) As at end of/ during Q3FY26 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 113 111 108 106 104 103 100 98 96 94 91 89 88 86 84 106 98 89 millions) A
Slide 36: Data sheet – Q3FY26 (2/2)
Data sheet – Q3FY26 (2/2) As at end of/ during Q3FY26 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 5,483 5,450 4,703 7,403 4,940 4,920 4,314 6,254 4,289 4,314 3,975
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