Info Edge (India) Ltd
Info Edge (India) Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Growth in core Naukri is tied to Indian economic growth, IT sector hiring, and global GDP trends, with efforts to expand Total Addressable Market (TAM) through better algorithms and recruiter productivity. Core Naukri growth depends on Indian economic growth, IT sector hiring, and successful product rollouts, including AI-enhanced matching algorithms.
From Info Edge (India) Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Growth in core Naukri is tied to Indian economic growth, IT sector hiring, and global GDP trends, with efforts to expand Total Addressable Market (TAM) through better algorithms and recruiter productivity.
- Recruitment market remains modest and competitive; pricing increases are challenging in the current environment.
- Non-IT hiring sectors growing at 10-15%; GCC hiring growing at ~17-18% with potential for expansion.
- Naukri’s AI enhancements aim to improve recruiter efficiency, product offerings, and user engagement, supporting growth.
- 99acres gaining substantial traffic share (~48-50%), expecting revenue growth to follow with some lag, targeting sustained 20-25% revenue growth to achieve profitability.
- Jeevansathi growing at ~30%, focusing on Hindi-speaking markets, with monetization and AI-driven efficiency gains.
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Profitability & Margins
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Capital Expenditure Plans
- The company is making sustained investments in marketing and platform improvements, especially in 99acres, Jeevansathi, and JobHai to gain market share and improve offerings.
- Investments are being made in AI and machine learning across platforms to enhance customer experience, including smart search, recommendations, pricing, and feature rollouts.
- Focused investments in Tier 2 and Tier 3 cities for new business development, marketing, and hiring to expand penetration.
- Continued investment in scaling platforms like iimjobs, Hirist, and JobHai, with new leadership appointed for premium and blue-collar hiring platforms.
- The company is investing in AI-driven product development, combining product and AI responsibilities to accelerate innovation.
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Info Edge (India) Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹881 Cr, net profit ₹490 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Info Edge (India) Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Info Edge (India) Ltd Q2 FY26 results?
Growth in core Naukri is tied to Indian economic growth, IT sector hiring, and global GDP trends, with efforts to expand Total Addressable Market (TAM) through better algorithms and recruiter productivity. Core Naukri growth depends on Indian economic growth, IT sector hiring, and successful product rollouts, including AI-enhanced matching algorithms.
What is Info Edge (India) Ltd share price analysis?
Info Edge (India) Ltd currently shows a neutral. The stock trades at a P/E of 55.6 with a market cap of ₹82,032 Cr. Investors should review the full earnings analysis for detailed insights.
Is Info Edge (India) Ltd planning capital expenditure?
The company is making sustained investments in marketing and platform improvements, especially in 99acres, Jeevansathi, and JobHai to gain market share and improve offerings.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.