InfoEdge: Q1FY27 Billings up 14.4% YoY; Operating PBT Grows 33.4%, Recruitment and 99acres Drive Broad-Based Growth

Info Edge (India) Limited (NSE: Naukri, BSE: Naukri, 532777) reported its Un-Audited Standalone and Consolidated Financial Results for the quarter ended June 30th, 2026.

Info Edge (India) Limited reported revenue from operations of Rs. 824.5 crore on a standalone basis for the quarter ended June 30th, 2026, a year-over-year growth of 12.0%. The operating PBT grew by 33.4% YoY to Rs. 333.9 crore, and the operating PBT margin was 40.5% of revenue in Q1FY27. The standalone business generated cash from operations (before taxes) of Rs. 225.0 crore during the quarter, a 25.3% YoY improvement.

Standalone billings grew by 14.4% year-on-year for the quarter, reaching Rs. 737.0 crore. This growth was led by the Recruitment and 99acres businesses, with billings for Recruitment growing by 17.5% and for 99acres growing by 16.5%.

Revenue from its largest business, Recruitment, grew by 13.0% YoY, and operating PBT grew by 25.4% with an operating PBT margin of 58.3% in the first quarter of FY27.

While announcing the results, Mr. Hitesh Oberoi, Managing Director and Chief Executive Officer, said, "Q1FY27 was a stronger quarter relative to the trends we saw through FY26. Recruitment grew well, supported by improving enterprise hiring activity and continued adoption of AI-led offerings such as AI-Rex and Talent Pulse. 99acres continued to strengthen its market leadership and moved closer to breakeven, while Jeevansathi remained profitable during the quarter. We also continued to deepen the use of AI across the group, enhancing our products and creating new growth opportunities."

Mr. Ambarish Raghuvanshi, CFO, said, "Info Edge had a good quarter with standalone billings growing by 14.4% and revenue up by 12.0%. Operating Profits increased by 33.4%, while Operating PBT margin grew to 40.5%. The Company's cash-generative model was reinforced with cash flows growing by 25.3%. Both Recruitment and Real Estate demonstrated a ramp-up in billings, growing by 17.5% and 16.5%, respectively. All in all, a good quarter."

Headline Consolidated Performance Overview

Revenue from Operations: Grew 11.36% year-on-year (YoY) to ₹8,807.48 million in Q1 FY27 compared to ₹7,908.62 million in Q1 FY26. On a quarter-on-quarter (QoQ) basis, revenue rose slightly from ₹8,690.05 million in Q4 FY26.

Total Income: Reached ₹10,730.07 million in Q1 FY27, delivering a 6.87% YoY increase over ₹10,040.75 million reported in Q1 FY26. Other income contributed ₹1,922.59 million to the total.

Profit Before Tax (PBT): Rose by 46.55% YoY to ₹6,317.01 million in Q1 FY27, up from ₹4,310.60 million in the corresponding quarter of the previous year. This performance was boosted by an exceptional gain of ₹1,356.40 million.

Net Profit (PAT): Surged 42.93% YoY to ₹4,900.51 million in Q1 FY27, compared to ₹3,428.56 million in Q1 FY26. Profit attributable to equity holders of the parent stood at ₹4,457.29 million.

Earnings Per Share (EPS): Basic EPS (after exceptional items) for equity holders of the parent reached ₹6.88 per share in Q1 FY27, up from ₹4.57 per share in Q1 FY26.

Segment-Wise Breakdown

1. Recruitment Solutions

The company's core flagship vertical continued to drive total operational performance:

Segment Revenue: Rose 11.93% YoY to ₹6,292.38 million in Q1 FY27 compared to ₹5,621.72 million in Q1 FY26 (and up from ₹6,078.94 million in Q4 FY26).

Segment Profit Before Tax: Climbed 23.96% YoY to ₹3,532.39 million versus ₹2,849.52 million in the year-ago period.

2. 99acres for Real Estate

The real estate portal registered expanding top-line operations alongside narrowing operational segment losses:

Segment Revenue: Expanded 17.25% YoY to ₹1,297.92 million in Q1 FY27 compared to ₹1,106.93 million in Q1 FY26.

Segment Result: Substantially narrowed its pre-tax loss to ₹21.31 million in Q1 FY27, compared to a pre-tax loss of ₹187.28 million in Q1 FY26.

3. Other Operating Segments

Comprising matrimony (Jeevansathi), education (Shiksha), and other business operations:

Segment Revenue: Reached ₹1,217.18 million in Q1 FY27, up 3.15% YoY from ₹1,179.97 million in Q1 FY26.

Segment Loss: Reported a pre-tax loss of ₹261.62 million for the quarter.

Asset and Capital Structure Summary

Total Assets: As of June 30, 2026, consolidated total group assets expanded to ₹534,182.42 million (up from ₹475,594.77 million as of March 31, 2026). Unallocated corporate assets formed the bulk of the total at ₹529,069.86 million.

Total Liabilities: Stood at ₹78,265.60 million as of June 30, 2026.

Paid-Up Share Capital: Remained stable at ₹1,296.84 million.

Source : Equity Bulls

Keywords

InfoEdgeIndia Q1FY27 Q1FY2027 ResultUpdate