Info Edge (India) Ltd has scheduled a series of virtual meetings with institutional investors on July 14 and 15, 2026. The company will engage with Aviva Investors and PGIM India MF to discuss business performance and strategy. These interactions are conducted under the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Mr. Vineet Ranjan will represent Info Edge during both sessions. The meetings are designed as one-on-one interactions, allowing for focused dialogue with key institutional stakeholders. The company noted that the schedule is subject to change based on the availability of the investors or the company.

Meeting Schedule

The following table outlines the confirmed schedule for the investor meetings:

Disclosure and Compliance

Info Edge clarified that no unpublished price sensitive information (UPSI) pertaining to the company will be disclosed or shared during these meetings. This adherence to compliance ensures that all stakeholders receive material information simultaneously through regulatory channels rather than during private interactions.

The notification regarding these meetings was submitted to the exchanges on July 13, 2026. The company attributed the short notice to last-minute requests received from the institutional investors. The latest investor presentation is available on the company's official website for shareholder reference.

Info Edge (India) has reported unaudited standalone billings of ₹737 crore for the quarter ended June 30, 2026 (Q1FY27), an increase from ₹644.2 crore in the corresponding quarter of the previous year. The company released these figures ahead of its official financial results announcement, subject to review by the Audit Committee, Board of Directors, and Statutory Auditors. The strong billing performance has drawn positive responses from leading brokerages, with JPMorgan and Nomura both reaffirming their bullish stances on the stock.

Segment-Wise Billing Performance

The billing data for Q1FY27 highlights the performance across Info Edge's key business verticals. Recruitment Solutions remained the dominant segment, while real estate, matrimony, and education verticals also registered billings during the period. The following table provides a detailed breakdown of standalone billings across segments for Q1FY27 and Q1FY26:

Recruitment Solutions Leads Billings

Recruitment Solutions contributed ₹552.7 crore to the total standalone billings in Q1FY27, establishing itself as the primary revenue driver. This segment, which encompasses the flagship Naukri platform, accounted for the largest share of the overall billings during the quarter, rising from ₹470.3 crore in the prior year. According to JPMorgan, Naukri billings accelerated, likely driven by premiumisation and stronger IT services hiring, with sustainable billing growth and premiumisation expected to support higher margins.

Real Estate and Other Verticals

The real estate platform 99acres reported billings of ₹110.1 crore in Q1FY27, making it the second-largest contributor, up from ₹94.4 crore in Q1FY26. Nomura noted that the real estate business delivered strong billing growth during the quarter. The matrimony platform Jeevansathi recorded billings of ₹39.6 crore, compared to ₹34.7 crore in the previous year. The education-focused platform Shiksha reported billings of ₹34.6 crore, a decrease from ₹44.8 crore in the same period last year, with Nomura attributing the decline to artificial intelligence (AI) impacting its search function.

Analyst Views

The Q1FY27 billing performance has prompted positive assessments from major brokerages. The following table summarises the latest analyst recommendations on Info Edge:

JPMorgan maintained its Overweight rating with a target price of ₹1,350, citing accelerated Naukri billings driven by premiumisation and stronger IT services hiring. The brokerage expects sustainable billing growth and premiumisation to support higher margins going forward. Nomura maintained its Buy rating with a target price of ₹1,320, highlighting that Naukri billing beat estimates and the real estate business delivered strong billing growth, while flagging the decline in Shiksha due to AI-related headwinds.

Key Highlights

• Total standalone billings rose to ₹737.0 crore in Q1FY27 from ₹644.2 crore in Q1FY26.
• Recruitment Solutions was the largest segment at ₹552.7 crore, up from ₹470.3 crore.
• 99acres contributed ₹110.1 crore in billings, up from ₹94.4 crore.
• Jeevansathi reported billings of ₹39.6 crore, compared to ₹34.7 crore.
• Shiksha recorded billings of ₹34.6 crore, down from ₹44.8 crore.
• JPMorgan maintains Overweight with a target price of ₹1,350; Nomura maintains Buy with a target price of ₹1,320.