NAUKRINSEQ4 FY2026May 28, 2026

Info Edge (India) Limited

10,176words
2turns
0analyst exchanges
4executives
Management on call
Sanjeev Bikhchandani
Founder & Vice Chairman
Hitesh Oberoi
Co-Promoter & Managing Director
Ambarish Raghuvanshi
Interim CFO
Vineet Ranjan
Head, Investor Relations
Key numbers — 40 extracted
Rs.1,057 crore
each business. We will then take questions. For the standalone business in Q4 FY26, billings were Rs.1,057 crores, a YOY growth of 7%, and revenue was Rs.805 crores, a YOY growth of 17%. Operating profits at a s
7%
questions. For the standalone business in Q4 FY26, billings were Rs.1,057 crores, a YOY growth of 7%, and revenue was Rs.805 crores, a YOY growth of 17%. Operating profits at a standalone level grew
Rs.805 crore
standalone business in Q4 FY26, billings were Rs.1,057 crores, a YOY growth of 7%, and revenue was Rs.805 crores, a YOY growth of 17%. Operating profits at a standalone level grew by 39% YOY to Rs.323 crores, a
17%
billings were Rs.1,057 crores, a YOY growth of 7%, and revenue was Rs.805 crores, a YOY growth of 17%. Operating profits at a standalone level grew by 39% YOY to Rs.323 crores, and the operating margi
39%
nd revenue was Rs.805 crores, a YOY growth of 17%. Operating profits at a standalone level grew by 39% YOY to Rs.323 crores, and the operating margins stood at 40%. The standalone business generated ca
Rs.323 crore
was Rs.805 crores, a YOY growth of 17%. Operating profits at a standalone level grew by 39% YOY to Rs.323 crores, and the operating margins stood at 40%. The standalone business generated cash from operations b
40%
profits at a standalone level grew by 39% YOY to Rs.323 crores, and the operating margins stood at 40%. The standalone business generated cash from operations before taxes of Rs.621 crores in Q4 FY26,
Rs.621 crore
ating margins stood at 40%. The standalone business generated cash from operations before taxes of Rs.621 crores in Q4 FY26, a YOY growth of 16%. The cash generation from the recruitment business was Rs.619 cro
16%
business generated cash from operations before taxes of Rs.621 crores in Q4 FY26, a YOY growth of 16%. The cash generation from the recruitment business was Rs.619 crores. The non-recruitment business
Rs.619 crore
.621 crores in Q4 FY26, a YOY growth of 16%. The cash generation from the recruitment business was Rs.619 crores. The non-recruitment businesses at an aggregate level generated cash of Rs.37 crores in Q4 FY26.
Rs.37 crore
business was Rs.619 crores. The non-recruitment businesses at an aggregate level generated cash of Rs.37 crores in Q4 FY26. For the standalone business in FY26, billings were Rs.3,178 crores, a YOY growth of 1
Rs.3,178 crore
evel generated cash of Rs.37 crores in Q4 FY26. For the standalone business in FY26, billings were Rs.3,178 crores, a YOY growth of 10%, and revenue was Rs.3,052 crores, a YOY growth of 15%. Operating profits gre
Guidance — 20 items
INVESTOR RELATIONS
opening
“For the standalone business in Q4 FY26, billings were Rs.1,057 crores, a YOY growth of 7%, and revenue was Rs.805 crores, a YOY growth of 17%.”
INVESTOR RELATIONS
opening
“The standalone business generated cash from operations before taxes of Rs.621 crores in Q4 FY26, a YOY growth of 16%.”
INVESTOR RELATIONS
opening
“The non-recruitment businesses at an aggregate level generated cash of Rs.37 crores in Q4 FY26.”
INVESTOR RELATIONS
opening
“For the standalone business in FY26, billings were Rs.3,178 crores, a YOY growth of 10%, and revenue was Rs.3,052 crores, a YOY growth of 15%.”
INVESTOR RELATIONS
opening
“The standalone business generated cash from operations before taxes of Rs.1,469 crores in FY26, a YOY growth of 12%.”
INVESTOR RELATIONS
opening
“This adds to the total dividend payout of Rs.8.4 per share for FY26, a 40% increased dividend payout versus last year.”
INVESTOR RELATIONS
opening
“In Q4 FY26, the standalone recruitment billings grew by 10% to Rs.811 crores, and revenue grew by 14% to Rs.581 crores.”
INVESTOR RELATIONS
opening
“In full year FY26, the standalone recruitment billings grew by 10% to Rs.2,374 crores, and revenue grew by 14% to Rs.2,256 crores.”
INVESTOR RELATIONS
opening
“The key operating highlights for the year, FY26 was a year of moderate growth for the recruitment business after a strong second half of FY25, with Q4 FY25 billings growing at 18% YOY.”
INVESTOR RELATIONS
opening
“Growth slowed down to 9% in Q1 FY26 and remained in the 9-11% range across all quarters of FY26.”
Risks & concerns — 10 flagged
The year was impacted by geopolitical headwinds, tariffs related to uncertainty, and a generally cautious hiring stance amongst corporates both in global demand linked sectors such as IT, as well as domestically oriented ones.
— INVESTOR RELATIONS
This has led to some pressure on pricing.
— INVESTOR RELATIONS
Moving on to the education business, in Q4 of FY26, billing was Rs.45 crores, a YOY decline of 13% and revenue grew by 11% to Rs.44 crores.
— INVESTOR RELATIONS
We expect this headwind to persist over the near term.
— INVESTOR RELATIONS
We do not view AI as a disintermediation risk.
— INVESTOR RELATIONS
It's not as if companies are sort of under pressure to hire quickly.
— INVESTOR RELATIONS
Amongst the GCCs, at least, there is pressure on the larger ones to sort of become, for people to become more productive.
— INVESTOR RELATIONS
Our difficult task is to figure out who will succeed, who will fail, behind whom is there a moat, what can be replicated.
— INVESTOR RELATIONS
But right now, I think there is stress there.
— INVESTOR RELATIONS
Again, very difficult to say what's going to happen in the short term, but over a three-year period, it'd be great if we can make a few hundred crores of incremental revenue from these offerings.
— INVESTOR RELATIONS
Speaking time
MANAGEMENT
1
INVESTOR RELATIONS
1
Opening remarks
MANAGEMENT
Mr. Sanjeev Bikhchandani- Founder & Vice Chairman Mr. Hitesh Oberoi- Co-Promoter & Managing Director Mr. Ambarish Raghuvanshi- Interim CFO
INVESTOR RELATIONS
Mr. Vineet Ranjan- Head, Investor Relations Anand Bansal: Good evening, everyone. I, Anand Bansal, am joined today by my colleague, Vineet Ranjan. Thank you for joining us. Vineet Ranjan: Thank you, Anand. Good evening, everyone. Welcome to InfoEdge India Ltd. Q4 FY26 Earning Conference Call. Joining us today from the management, we have Mr. Sanjeev Bhikchandani, Founder and Vice Chairman, Mr. Hitesh Oberoi, Co-Promoter and Managing Director, and Mr. Ambarish Raghuvanshi, Chief Financial Officer. Before we begin, I would like to draw your attention to the detailed disclaimer included in this presentation for good order's sake. Kindly note that the conference is being recorded. All the participant line will remain on mute, and there'll be an opportunity for Q&A after the presentation concludes. Now, I would like to hand over the call to Mr. Hitesh Oberoi for his opening remarks. Thank you, and over to you, Hitesh. Hitesh Oberoi: Thank you, Vineet. A very good evening, everyone. Welcome
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