Info Edge (India) Limited has announced its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The Board of Directors, in its meeting held on May 22, 2026, approved the financial statements and recommended a final dividend for the financial year ended March 31, 2026. The company has intimated the publication of these results in the Financial Express and Jansatta on May 23, 2026, pursuant to Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Subsequently, the company released the transcript of its earnings conference call held on May 22, 2026, providing further insights into its performance.

Operational Performance

Info Edge delivered a strong operational performance in Q4, with EBITDA rising to ₹3.3 billion compared to ₹2.94 billion in the previous quarter (QoQ). The EBITDA margin expanded to 38.4% from 35.92% QoQ, reflecting improved operational efficiency. Revenue for the quarter also grew to ₹8.7 billion from ₹8.2 billion in the previous quarter.

The following table summarizes the key operational metrics on a sequential basis:

Financial Performance

On a consolidated basis, Info Edge reported a net profit of ₹5.7 billion for Q4, compared to ₹2.7 billion in the previous quarter (QoQ), reflecting a strong sequential improvement. For the quarter ended March 31, 2026, consolidated revenue from operations stood at ₹8,690.05 million, while consolidated net profit for the full year ended March 31, 2026 was ₹38,162.95 million, with revenue from operations at ₹32,847.32 million.

On a standalone basis, the company reported a net profit of ₹3,989.27 million for the quarter ended March 31, 2026, with revenue from operations at ₹8,050.96 million. For the full year ended March 31, 2026, standalone net profit was ₹55,357.08 million, with revenue from operations amounting to ₹30,520.29 million.

Key Financial Metrics

The following table summarizes the standalone financial performance for the quarter and year ended March 31, 2026:

Recruitment Billings: Below Estimates

Despite the overall financial improvement, Info Edge's recruitment billings growth of 9.5% on a yearly basis came in below Kotak's estimate of 13%. This shortfall is seen as an indicator of weak hiring trends and prevailing economic pressures, which may be tempering demand for the company's core recruitment platform. During the conference call, management noted that the job market sentiment remains subdued, with growth in the recruitment business moderating to 9-11% across quarters in FY26 due to geopolitical headwinds and cautious hiring stances.

Segmental Performance and Strategy

Real Estate and Matchmaking

In the real estate segment, 99acres reported billings growth of 2% to ₹163 crores in Q4 FY26, with revenue growing 36% to ₹144 crores. This included a one-time reversal of ₹20.5 crores in warranty provisions, which boosted revenue and profit for the quarter. Management highlighted that 99acres has significantly increased its traffic share to 52% in April 2026 and expects the business to turn cash-generative in FY27. In the matchmaking business, Jeevansathi billings grew 21% to ₹39 crores, while the combined portfolio with Aisle grew 23% to ₹49 crores in billings.

Education and AI Initiatives

The education segment reported a 13% decline in billings to ₹45 crores in Q4, though revenue grew 11% to ₹44 crores. Management attributed the headwinds to AI-driven changes in search behavior affecting Shiksha's traffic. To counter this, the company is investing in domestic counselling capabilities and AI-driven voicebots. Info Edge is also advancing its AI strategy with products like AI-Rex, an agentic AI platform for recruiters, which has been rolled out to 1,000 clients with 30,000 job mandates.

Dividend Recommendation

The Board has recommended a final dividend of ₹3.60 per equity share (on a face value of ₹2 per share) for the financial year ended March 31, 2026. This dividend is subject to the approval of shareholders at the 31st Annual General Meeting scheduled to be held on Tuesday, August 25, 2026. The company has fixed Friday, July 24, 2026, as the record date to determine shareholder entitlement for the proposed dividend. If approved, the dividend will be paid on or after September 2, 2026, subject to the deduction of tax at source. The statutory auditors, M/s. S.R. Batliboi & Associates LLP, have issued an audit report with an unmodified opinion on the audited financial results for both standalone and consolidated entities for the financial year ended March 31, 2026.

Conference Call Details

In furtherance to its announcement, Info Edge has provided the links to the audio and video recordings of the Conference Call on the Financial Results for the Quarter and Year ended March 31, 2026. The call was held on Friday, May 22, 2026 at 04:30 PM (IST), post the declaration of results. The recordings have been updated on the company's website.

Audio recording: https://www.infoedge.in/audios/InfoEdge-Earnings-22May26.m4a

Video recording: https://www.infoedge.in/videos/InfoEdge-Earnings-22May26.mp4

Info Edge (India) Ltd. recorded a notable block trade on the National Stock Exchange (NSE), with the transaction valued at Rs. 48.27 crores. The deal involved approximately 524,738 shares transacted at a price of Rs. 919.80 per share.

Block Trade Details

The following table summarises the key parameters of the block trade:

Block trades represent large-volume transactions typically executed between institutional investors and are reported separately from regular market activity. Such trades are conducted outside the standard order book mechanism to minimise market impact.