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13 Nov 2025
Info Edge India Limited - Q2 FY26 Financial Results
📊 Stock Analysis
Complete financial analysis with key metrics and investment outlook
Info Edge (India) Q2 FY2026 Financial Results
Info Edge (India) Ltd, the parent company of Naukri.com, 99acres, Jeevansathi, and Shiksha, reported strong YoY improvement in profitability for Q2 FY26, supported by stable growth across recruitment and steady recovery in non-recruitment businesses.
The company continues to remain one of India’s most financially strong internet businesses with a large cash reserve and consistent operating cash generation.
Stock Performance & Key Metrics
As of November 13, 2025:
- Market Cap: ₹87,414 Cr
- Current Price: ₹1,349
- High / Low: ₹1,839 / ₹1,151
- Stock P/E: 66.4
- Industry P/E: 28.1
- Book Value: ₹750
- Dividend Yield: 0.45%
- ROCE: 3.00%
- ROE: 1.16%
- Debt to Equity: 0.01
- Debt: ₹276 Cr
- Face Value: ₹2
- EPS: ₹20.3
Q2 FY2026 Financial Highlights
| Particulars | Q2 FY26 | Q1 FY26 | Q2 FY25 | YoY Change |
|---|---|---|---|---|
| Sales | ₹805 Cr | ₹791 Cr | ₹701 Cr | ↑ 15% |
| EBITDA | ₹280 Cr | ₹260 Cr | ₹154 Cr | ↑ 82% |
| Net Profit (PAT) | ₹348 Cr | ₹343 Cr | ₹84.7 Cr | ↑ 1814% |
| EPS (₹) | 4.88 | 4.57 | 0.36 | ↑ 1256% |
Net profit jumped sharply mainly due to improved profitability and lower comparative base influenced by earlier startup write-downs.
Business Segment Performance
Recruitment (Naukri)
- Modest growth amid uncertain hiring environment
- Recruiter billings grew 10.8% YoY
- Strong operating cash generation
Non-Recruitment Portfolio
(99acres, Jeevansathi, Shiksha)
- Combined billings grew 16.3% YoY
- Cash losses reduced significantly, improving overall margin profile
- Real estate (99acres) continues recovery; matchmaking (Jeevansathi) gaining market share
Standalone Performance Insights
- Standalone revenue: ₹746 Cr
- Standalone operating profit: ₹267.5 Cr (36% margin)
- Operating cash generated: ₹292.5 Cr
- Deferred sales revenue stands at ₹1,250 Cr
- Cash balance: ₹4,823 Cr as of Sep 30, 2025
Management Commentary
Hitesh Oberoi — MD & CEO said: > “Business growth remained stable in Q2FY26 with improved cash generation. Recruitment stayed resilient while non-recruitment platforms gained market share.”
Chintan Thakkar — CFO added: > “Revenue grew 14% and operating cash improved 12%. Strong cash reserves position us well to navigate uncertainties.”
Dividend Update
- Interim Dividend Declared: ₹2.40 per share
- Record Date: 21 November 2025
- Payout Date: On or after 5 December 2025
Consolidated Highlights
- Consolidated net sales: ₹805.5 Cr vs ₹700.8 Cr YoY
- Profit before tax (excl. exceptional): ₹403.7 Cr, up from ₹335.3 Cr
- Total comprehensive income: ₹6,070 Cr (includes valuation changes of startup investments)
Business Overview
Founded in 1999, Info Edge is India’s largest online classifieds and digital services ecosystem, operating leading platforms across recruitment (Naukri), real estate (99acres), matrimonial (Jeevansathi), and education guidance (Shiksha). The company is also a major startup investor, with stakes in brands across foodtech, fintech, edtech, SaaS, and consumer internet.
With strong cash flows, leadership in core verticals, and strategic investments, Info Edge continues to be one of India’s most resilient and diversified internet businesses.
*For full results, refer to the https://www.bseindia.com/xml-data/corpfiling/AttachLive/e927111b-b400-4c36-b121-2477371e5e17.pdf*
*Data as of November 13, 2025 | Results approved by Board of Directors on November 12, 2025*
