Info Edge FY26 Results: Revenue rises 15% to ₹30,520 million
- Standalone revenue rose 15.0% YoY to ₹30,520 million in FY26
- Operating PBT grew 16.9% to ₹11,377 million with a 37.3% margin
- Total dividend payout increased 40% to ₹8.40 per share
- Recruitment revenue up 13.8%; 99acres revenue up 18.8%
- AI investment doubled to ₹700 million in FY26, targeting ₹1.5 billion next year
*this image is generated using AI for illustrative purposes only.
Info Edge (India) Limited reported a 15.0% year-on-year increase in standalone revenue to ₹30,520 million for FY26, driven by strong performance across its recruitment and real estate verticals.
The company’s standalone billings grew 10.3% to ₹31,775 million, while operating profit before tax (PBT) expanded 16.9% to ₹11,377 million, maintaining an operating PBT margin of 37.3%. Cash generated from operations before taxes stood at ₹14,693 million.
Financial Highlights
| Metric | FY26 Value | YoY Growth |
|---|---|---|
| Standalone Billings | ₹31,775 million | 10.3% |
| Standalone Revenue | ₹30,520 million | 15.0% |
| Operating PBT | ₹11,377 million | 16.9% |
| Operating PBT Margin | 37.3% | — |
| Cash from Operations | ₹14,693 million | — |
Shareholders received a total dividend of ₹8.40 per equity share for FY26, comprising a final dividend of ₹3.60 and two interim dividends of ₹2.40 each. This represents a 40% increase in payout compared to the previous year. The company also revised its Dividend Distribution Policy, targeting a payout of up to 65% of standalone PAT.
Business Segment Performance
The recruitment business remained the primary growth engine. Standalone billings grew 10.0% to ₹23,743 million, with revenue increasing 13.8% to ₹22,559 million. The platform hosts approximately 118 million resumes and around 13 million monthly active users.
Real estate portal 99acres saw revenue rise 18.8% to ₹4,881 million, supported by billings growth of 10.3% to ₹4,971 million. The platform’s share of web traffic time increased from 32% in June 2024 to 51% by March 2026.
Matchmaking operations recorded billings growth of 28.7% to ₹1,817 million across Jeevansathi and Aisle. Jeevansathi alone saw billings grow 28.5% to ₹1,424 million. Operating losses for the matchmaking portfolio reduced by almost half during the period.
Education business Shiksha faced headwinds due to AI-generated search summaries affecting organic traffic and tighter visa policies in key Western markets. The company is diversifying towards emerging destinations such as Continental Europe and the UAE.
What the Numbers Show
Info Edge’s cash position remains robust, with a standalone cash balance of ₹49,632 million as on March 31, 2026. This liquidity supports the company’s aggressive investment in artificial intelligence, which totaled approximately ₹700 million in FY26. The company expects this investment to rise to around ₹1.5 billion in FY27, reflecting a strategic shift towards embedding AI into core customer workflows across recruitment, real estate, and matchmaking platforms.
Governance and Investments
The 31st Annual General Meeting was held on August 25, 2026, via video conferencing. Shareholders approved the re-appointment of Mr. Kapil Kapoor as Director and the appointment of Ms. Radha Rajappa and Mr. Rajesh Magow as Non-Executive Independent Directors.
The company’s investment platform expanded with three new schemes: IE Venture Investment Fund III, B8 Fund I, and A88 Fund I. The total corpus of the Alternative Investment Fund (AIF) portfolio reached approximately ₹50 billion, spanning 135 companies with deployed capital of roughly ₹49 billion.
Historical Stock Returns for Info Edge
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +0.07% | -0.43% | +15.83% | +32.63% | -3.99% | +17.17% |
How will the planned doubling of AI investment to ₹1.5 billion in FY27 impact Info Edge's operating margins and competitive moat against global tech rivals?
What specific strategies is Info Edge implementing to mitigate the revenue headwinds in the Shiksha segment caused by AI-driven search changes and restrictive visa policies?
Given the revised dividend policy targeting up to 65% of standalone PAT, how might this higher payout ratio affect the company's capital allocation for future acquisitions or R&D?
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