Info Edge AGM on Aug 25, 2026; FY26 Billings Rise 10.3% to ₹31,775 Mn
Info Edge (India) Limited has scheduled its 31st AGM for August 25, 2026, with e-voting commencing August 21. FY26 standalone billings grew 10.3% to ₹31,775 Mn, revenue rose 15% to ₹30,520 Mn, and operating PBT increased 16.9% to ₹11,377 Mn. The recruitment business delivered ₹12,772 Mn in operating profit at a 56.6% margin, 99acres achieved 51% web traffic time share, and the matchmaking portfolio turned cash-positive. The Company's AI investment portfolio spans 135 companies valued at approximately ₹413 Billion.

*this image is generated using AI for illustrative purposes only.
Info Edge (India) Limited has scheduled its 31st Annual General Meeting (AGM) for Tuesday, August 25, 2026, at 5:30 P.M. IST, to be conducted through Video Conferencing or Other Audio Visual Means. The meeting will transact business as set out in the notice, including approval of financial results for FY26. Shareholders are advised to update their KYC details to ensure timely receipt of dividends, with the record date for final dividend entitlement fixed at Friday, July 24, 2026. The AGM notice and Annual Report for FY26 were dispatched via email on July 31, 2026, to members whose email addresses are registered with the Company, Depository Participants, or the Registrar and Share Transfer Agent, MUFG Intime India Private Limited.
AGM and E-Voting Schedule
In adherence to Section 108 of the Companies Act, 2013, Rule 20 of the Companies (Management and Administration) Rules, 2014, and Regulation 44 of the SEBI LODR Regulations, 2015, the Company is facilitating remote e-voting and e-voting during the AGM. National Securities Depository Limited (NSDL) has been engaged to provide the electronic voting facility.
| Key Dates: | Timeline |
|---|---|
| Record Date for Dividend | Friday, July 24, 2026 |
| Cut-off Date for Voting Rights | Tuesday, August 18, 2026 |
| Remote E-Voting Start | Friday, August 21, 2026, 9:00 A.M. IST |
| Remote E-Voting End | Monday, August 24, 2026, 5:00 P.M. IST |
| AGM Date | Tuesday, August 25, 2026, 5:30 P.M. IST |
Members holding shares in physical or dematerialised form as on the cut-off date of August 18, 2026, are eligible to cast their votes. The remote e-voting module will be disabled by NSDL after the end date. Members who have already voted remotely may attend the AGM but cannot vote again. Mr. Rupesh Agarwal, Managing Partner of M/s. Chandrasekaran Associates, Company Secretaries, has been appointed as the scrutinizer for the electronic voting process, failing whom Mr. Shashikant Tiwari and Mr. Mohit Varshney will act as scrutinizers. The live streaming of the AGM will be available on the NSDL website from 5:30 P.M. IST on August 25, 2026.
Tax Compliance and Dividend
Under the Income-Tax Act, 1961, dividends are taxable in the hands of shareholders. Consequently, Info Edge will deduct tax at source (TDS) when paying the final dividend. To determine the applicable TDS rate, shareholders must submit relevant documents via the specified web link on or before Thursday, August 13, 2026. The Board recommended a final dividend of ₹3.60 per equity share of ₹2 each for FY26, subject to shareholder approval at the AGM, payable on or after Wednesday, September 2, 2026. Additionally, the Company declared two interim dividends of ₹2.40 per equity share each during FY26.
FY26 Standalone Financial Performance
Info Edge delivered resilient financial performance in FY26 despite a measured hiring environment and global macroeconomic headwinds. The following table summarises key standalone financial highlights.
| Metric: | FY26 | FY25 | YoY Change |
|---|---|---|---|
| Standalone Billings | ₹31,775 Mn | ₹28,817 Mn | +10.3% |
| Standalone Revenue | ₹30,520 Mn | ₹26,536 Mn | +15.0% |
| Operating PBT | ₹11,377 Mn | ₹9,733 Mn | +16.9% |
| Cash from Operations (before taxes) | ₹14,693 Mn | ₹13,176 Mn | +11.5% |
| Cash Balance (incl. wholly-owned subsidiaries) | ₹49,632 Mn | — | — |
| Earnings Per Share (before exceptional items) | ₹17.04 | — | — |
| Dividend Per Share | ₹8.40 | — | — |
| Dividend Payout Ratio | 49.3% | — | — |
The non-recruitment portfolio generated a cash inflow of ₹312.78 Mn in FY26, and the businesses maintained cash profitability for two consecutive years. Total comprehensive income increased from ₹25,023.03 Mn in FY25 to ₹75,428.12 Mn in FY26, primarily due to a gain of ₹52,001.12 Mn arising from the fair value remeasurement of a non-current investment pursuant to the amalgamation of Makesense Technologies Limited with PB Fintech Limited.
Business Vertical Performance
Info Edge operates across four verticals — Recruitment, Real Estate, Matchmaking, and Education — each at different stages of maturity. The table below presents segment-wise performance for FY26.
| Vertical: | Billings (₹ Mn) | Revenue (₹ Mn) | Key Metric |
|---|---|---|---|
| Recruitment (Standalone) | ₹23,743 | ₹22,559 | Operating PBT ₹12,772 Mn; Margin 56.6% |
| Real Estate (99acres) | ₹4,971 | ₹4,881 | Web traffic time share 51% (March 2026) |
| Matchmaking (Jeevansathi + Aisle) | ₹1,817 | ₹1,765 | Operating loss reduced 49.7% to ₹150 Mn |
| Education (Shiksha) | ₹1,637 | ₹1,698 | Operating PBT ₹131 Mn |
The recruitment business, anchored by Naukri, hosted over 146,000 corporate clients and 118 Million resumes as of June 30, 2026. AI-Rex, the Company's agentic AI recruitment platform, was live with over 4,000 enterprise customers, with hiring mandates growing 3.7x between February and June 2026. Talent Pulse, the AI-powered talent intelligence platform, served over 600 paid customers and generated revenue of ₹320 Mn in FY26. In real estate, 99acres grew web traffic time share from 32% in June 2024 to 51% by March 2026, with app traffic share at 56% and iOS traffic share at 70%. The matchmaking portfolio turned cash-positive for the first time, generating ₹26 Mn in cash from operations. Jeevansathi recorded cash from operations of ₹147 Mn, up 289.6% year-on-year. Shiksha remained profitable and cash-generative, delivering ₹216 Mn in cash from operations.
AI Capabilities and Investment Portfolio
Info Edge has invested approximately ₹700 Mn in AI during FY26, operating over 800 proprietary AI models and employing more than 130 data scientists and ML professionals. The Company's financial investment portfolio spans 135 companies across AI, DeepTech, and consumer technology, with total deployed capital of approximately ₹49 Billion, currently valued at approximately ₹413 Billion. As of March 31, 2026, the Company held a 12.43% stake in Eternal Limited (formerly Zomato Limited) and a 12.12% stake in PB Fintech Limited, with the combined market value of these two investments standing at ₹356,761.26 Mn against a total cost of ₹7,143.84 Mn. The Company's market capitalisation stood at over ₹800 Billion as of July 30, 2026.
Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE663F01032/c79790f78a66475d.pdf
Historical Stock Returns for Info Edge
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -1.43% | +4.81% | +25.38% | -1.85% | -12.13% | +17.57% |
How might the rapid adoption of AI-Rex by enterprise customers impact Info Edge's competitive moat against traditional recruitment agencies in FY27?
What are the potential risks to Info Edge's valuation given that a significant portion of its market cap is driven by the fair value of investments in Zomato and PB Fintech?
Can the matchmaking vertical sustain its cash-positive trajectory and reduce operating losses further, or does it require additional capital infusion for growth?


































