Future growth expectations in earnings/operating earnings/profits/EPS?

**Naukri Recruitment Business:** - Margins expected to sustain if topline grows at 10%+; faster growth may improve margins. - Growth slowdown to 7-8% could cause short-term margin compression. - Continued investment in JobHai and AI will support long-term growth. **99acres:** - Medium-term goal to double revenue over next 3 years. - Target EBITDA margin of 25-30% in medium term. - Growth expected to accelerate after Q4 hiccup; aiming for 60% traffic share. - Business expected to turn cash-generative in FY27. **Jobseeker Services (Naukri 360):** - Recent revenue growth at 30%;

Any current/future capex/capital investment/strategic investment?

InfoEdge is actively investing in AI and agentic offerings like AI-Rex to enhance recruiter productivity and workflow automation. Investments continue in new recruitment offerings such as Talent Pulse, PremiumX (premium search inside Naukri), and JobHai to expand TAM and monetization. 99acres saw significant capital investment in building competitive advantages, including launching innovative products like 99Shorts (video-based real estate browsing) and an AI recommendation engine to improve engagement. The company plans to continue investing to increase market share in both resale and new hom

Future growth expectations in sales/revenue/volumes?

**Talent Pulse (Naukri):** Expected to grow faster than overall Naukri business, aiming for a few hundred crores incremental revenue over three years. **PremiumX (Naukri):** Focused on premium hiring market, anticipated faster growth over mid-tier segment in 3-year horizon. **JobHai:** Targeting 100% year-on-year growth, starting aggressive monetization beyond Delhi NCR to Mumbai and Bangalore. **99acres:** Aiming to double billings in 3 years with 25-30% EBITDA margin; expect growth recovery post Q4 reset; new home segment showing strong response growth (33% YoY in Q4). **B2C (Jobseek

IN US

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Info Edge (India) LtdQ1 FY26Retailing

Info Edge (India) Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹979P/E: 44.5Market Cap: ₹60.2K CrSector: Retailing

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→**Talent Pulse (Naukri):** Expected to grow faster than overall Naukri business, aiming for a few hundred crores incremental revenue over three years.
→**PremiumX (Naukri):** Focused on premium hiring market, anticipated faster growth over mid-tier segment in 3-year horizon.
→**JobHai:** Targeting 100% year-on-year growth, starting aggressive monetization beyond Delhi NCR to Mumbai and Bangalore.
→**99acres:** Aiming to double billings in 3 years with 25-30% EBITDA margin; expect growth recovery post Q4 reset; new home segment showing strong response growth (33% YoY in Q4).
→**B2C (Jobseeker Services):** Accelerated growth from ~20% to ~30% per year in recent quarter; bullish but cautious on sustainability.
→**AI-led offerings:** Investments in AI预计 to improve recruiter productivity, job matching, efficiency, and customer reach.
→**Medium-term outlook:** Double-digit growth in Naukri should maintain margins; slowed economy could pressure margins mildly.
→**Overall:** Long-term growth driven by innovation, market share expansion, and new product monetization.

Margin guidance

Category 3

→**Naukri Recruitment Business:**
→ - Margins expected to sustain if topline grows at 10%+; faster growth may improve margins.
→ - Growth slowdown to 7-8% could cause short-term margin compression.
→ - Continued investment in JobHai and AI will support long-term growth.
→**99acres:**
→ - Medium-term goal to double revenue over next 3 years.
→ - Target EBITDA margin of 25-30% in medium term.
→ - Growth expected to accelerate after Q4 hiccup; aiming for 60% traffic share.
→ - Business expected to turn cash-generative in FY27.
→**Jobseeker Services (Naukri 360):**
→ - Recent revenue growth at 30%; team bullish but sustainability remains to be seen.
→**Overall:**
→ - Mixed near-term outlook with growth tied to economy.
→ - Focus on AI-driven efficiency and product innovation to drive future profitability.

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Fundraise plans

The transcript provided from pages 2, 9, 10, 12-18 of the Info Edge (India) Limited Q4 FY2026 Results Conference Call does not mention any current or future fundraising plans through debt or equity. Key points related to capital and investments are: - No explicit mention of plans for raising new debt or equity financing. - The company has allocated fresh capital towards two new funds (Karkardooma Trust and B8) for investing in growth-stage and deep-tech startups, indicating internal capital deployment but no fundraising indicated. - Focus is on organic growth and monetizing existing/new offerings (Talent Pulse, PremiumX, 99Shorts). - They tightened controls on invoicing and collections which affected Q4 billings but no mention of raising external funds. - Emphasis remains on growing businesses like Naukri, 99acres, and Ventures using existing resources. In summary, there is no disclosed plan for fundraising through debt or equity at present or near future.

Order book

The provided document (pages 7-18 of 1485.pdf) does not explicitly mention current or expected order book or pending orders for InfoEdge or its subsidiaries. The discussion primarily focuses on: - Business performance, growth, and AI investments (e.g., AI-Rex). - Market share gains in 99acres. - Revenue growth, margins, and monetization strategies. - Competition and strategic positioning. - One-time adjustments and provisions impacting revenue and margins. There is no specific reference to order book or pending orders data in the excerpts provided.

Capex plans

Yes

→InfoEdge is actively investing in AI and agentic offerings like AI-Rex to enhance recruiter productivity and workflow automation.
→Investments continue in new recruitment offerings such as Talent Pulse, PremiumX (premium search inside Naukri), and JobHai to expand TAM and monetization.
→99acres saw significant capital investment in building competitive advantages, including launching innovative products like 99Shorts (video-based real estate browsing) and an AI recommendation engine to improve engagement.
→The company plans to continue investing to increase market share in both resale and new home segments, leveraging AI for better targeting and customer outreach.
→InfoEdge Ventures is allocating fresh funds (e.g., Karkardooma Trust and B8) focused on growth-stage deep tech and AI startups, aligning with the government's increasing support in this area.
→The focus is on long-term growth, with expectations to double 99acres revenue over three years and expand recruitment verticals, keeping strategic investments key to future expansion.

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