Info Edge (India) Limited has announced a schedule of proposed meetings with institutional investors and analysts for late August and early September 2026. The disclosure was made pursuant to Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Mr. Vineet Ranjan will represent the company at all scheduled engagements. The meetings include one-on-one sessions with specific asset management firms and participation in a broader investor conference.

Meeting schedule

The company has outlined the following schedule for investor interactions:

The schedule is subject to change by the analysts, institutional investors, or the company. Info Edge stated that no unpublished price-sensitive information would be disclosed during these meetings.

Investors can access the latest presentation on the company's website.

Info Edge (India) Limited reported a consolidated net profit of ₹4,900.51 million for the quarter ended June 30, 2026, reflecting a significant moderation in profitability compared to the preceding quarter. While the company achieved an 11.4% year-on-year growth in consolidated revenue from operations to ₹8,807.48 million, the bottom line contracted sharply from ₹7,557.49 million in the previous quarter. The divergence between revenue growth and profit contraction highlights operational headwinds or higher costs in the current period, impacting shareholder returns despite top-line expansion.

The Board of Directors, chaired by Managing Director Hitesh Oberoi, approved the unaudited financial results on August 10, 2026, in compliance with Regulation 33 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The results were prepared in accordance with Indian Accounting Standards (Ind AS) as prescribed under Section 133 of the Companies Act, 2013. The company published the results on August 11, 2026, pursuant to Regulation 47 of the SEBI Listing Regulations, with e-copies uploaded to its website and stock exchange portals.

Financial Performance Overview

Consolidated net profit before tax stood at ₹4,960.61 million, down significantly from ₹7,984.84 million in the preceding quarter. After-tax profits declined to ₹4,900.51 million from ₹7,557.49 million. In contrast, standalone figures showed a more modest decline, with net profit after tax dropping to ₹2,455.03 million from ₹3,091.34 million. Standalone revenue from operations increased marginally to ₹8,244.64 million from ₹8,050.96 million in the prior quarter.

Year-on-year comparisons reveal stronger performance against the same quarter last year. Consolidated net profit after tax rose 43% to ₹4,900.51 million from ₹3,428.56 million in Q1FY26. Standalone net profit after tax decreased slightly by 5.4% to ₹2,455.03 million from ₹2,596.20 million. Total comprehensive income for the consolidated entity surged to ₹51,489.56 million from ₹79,181.65 million in the corresponding period last year, indicating significant non-operational or other comprehensive income items influencing the total.

Business Segment Updates

During the earnings conference call held on August 10, 2026, management provided deeper insights into the drivers behind the financial results. Standalone billings grew by over 14%, driven primarily by recruitment and 99acres, which together account for around 90% of billings. At the standalone level, revenue grew 12% YoY to ₹824 crore, while operating profit grew 33% to ₹334 crore. Cash generated from operations grew by 25% to ₹225 crore, with a cash balance of ₹5,034 crore at the end of Q1.

Recruitment Business: Recruitment billings grew by over 17%, with revenue up 13%. Operating profit grew by 25% at an operating PBT margin of 58%. Management attributed roughly one-third of revenue growth to newer offerings such as AI-Rex and Talent Pulse. AI-Rex, an agentic AI offering for recruiters, was live across more than 4,000 enterprise customers and recruitment firms as of June 30, 2026, with over 10% converted into paying customers. The Jobseeker business, Naukri 360, saw billings grow by over 35%, with paid subscribers rising from 1.3% to 2.6% of monthly active users. NaukriGulf grew by 12%, below its previous ~20% trajectory due to geopolitical disruptions in the Middle East.

Real Estate (99acres): 99acres delivered a strong quarter with billings and revenue both growing by 17%. Operating PBT losses reduced significantly by 89%, moving the business close to break-even. Consumer traffic leadership remained intact, with web timeshare at 49% and app timeshare at 55%. Property inquiries grew by more than 38% YoY. Management noted that competitive intensity has eased following the acquisition of competitor Housing.com by Aurum, potentially reducing marketing pressure.

Matchmaking and Education: The matchmaking portfolio (Jeevansathi and Aisle) delivered billing growth of 20% YoY, operating near break-even. Conversely, Shiksha’s billings declined by 23% and revenue by 12%, though it maintained operating PBT profitability. Management cited AI-driven changes in search behavior affecting traffic as a key headwind for Shiksha.

What the Numbers Show

The most notable aspect of Q1FY27 results is the sharp quarter-on-quarter decline in profitability despite stable revenue growth. Consolidated pre-tax profits fell by nearly 38%, suggesting increased operational expenses or lower margins in key segments. However, the strong year-on-year profit growth of 43% indicates that the current quarter’s performance remains robust compared to the previous fiscal year. A critical divergence emerges between the recruitment and education segments: while recruitment leveraged AI tools like AI-Rex to drive premiumization and new revenue streams, Shiksha faced headwinds from the same technological shift altering user discovery habits. Investors should monitor whether this quarterly dip is a seasonal anomaly or indicative of broader margin pressure in the digital classifieds sector.

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