Info Edge shares fell 5.5% on Tuesday, touching a fresh 52-week low of ₹908.30 after announcing Q4FY26 results. The stock opened at ₹964.45 on the National Stock Exchange (NSE) and was the top loser on the Nifty Midcap 50 index. As of 11:30 AM, the stock was trading 3.2% lower at ₹930.05, with around 7 million shares changing hands. According to reports from Business Standard, the company was a constituent of the Nifty Midcap 50 index during this trading session.
During Q4FY26, Info Edge posted an 11.48% growth in consolidated net profit to ₹756 crore, compared to ₹678 crore in the same period last year. The profit growth was driven by recruitment solutions, with the company's profit before tax of recruitment solutions growing 21% to ₹346.8 crore from ₹287.4 crore year-on-year. As reported by Business Standard, the firm's consolidated revenue from operations grew 16% to ₹869 crore during the quarter from ₹749.6 crore in March FY25. The operating profit margin stood at 40.1% while EPS came in at ₹4.59, up 20% year-on-year.
For the entire fiscal year 2026, Info Edge posted a growth of net profit of 34.5% to ₹1,763 crore for the year ended March 31, 2026, from ₹1,310 crore in FY25. The company's annual revenue from operations increased 15.27% to ₹3,285 crore in FY26 from ₹2,849.5 crore a year ago. According to Business Standard, the company's overall billings grew 10% year-on-year in the March quarter, with Tech, IT, & BPM segments combined growing 6%, Recruitment Consultants growing 8%, Other Sectors growing 14%, while GCCs declined 1% in Q4.
JM Financial maintained a 'Reduce' rating on Info Edge and cut the target price marginally to ₹1,000 from ₹1,040, implying an upside of 7% from the current market price. As reported by Business Standard, the brokerage noted that while the company reported robust Q4FY26 numbers beating estimates, any meaningful gains in billings growth are unlikely in the near term due to subdued hiring environment and AI adoption in tech jobs. The growing adoption of AI-Rex, Jobhai and B2C offerings is encouraging, but the stock is unlikely to re-rate without top-line acceleration in these segments.
The board of Info Edge has recommended a final dividend of ₹3.60 per equity share for the financial year ended March 31, 2026, subject to declaration at the 31st Annual General Meeting. According to Business Standard, the company has fixed Friday, July 24, 2026 as the record date for determining entitlement to the proposed final dividend, with payment scheduled on or after September 2, 2026, subject to tax deduction at source.
