Info Edge (India) Ltd delivered robust fourth-quarter results for FY26, with standalone net profit jumping 21.2% year-on-year to ₹309.13 crore compared to ₹255 crore in Q4 FY25. The company's revenue from operations grew 17.17% YoY to ₹805.09 crore, demonstrating strong operational momentum across its diversified business portfolio. Profit before exceptional items and tax (PBT) climbed 28.75% YoY to ₹398.92 crore, while operating profit grew 39.4% YoY to ₹322.7 crore with an operating profit margin of 40.1% of revenue. The company generated cash from operations of ₹621.1 crore during the quarter, reflecting strong cash generation capabilities. Info Edge shares rallied 3.80% to settle at ₹961.20 following the results announcement, reflecting positive market sentiment toward the company's performance.
The company's recruitment solutions business demonstrated exceptional recovery with total billings surging 95% YoY to ₹811 crore in Q4 FY26, significantly outpacing analyst expectations. Recruitment billings growth accelerated to 10% compared to the previous quarter's 9.5% YoY growth, indicating a strong rebound in IT services labor market demand. Tech, IT & BPM segments posted 6% growth, while recruitment consultants expanded 8% and other sectors climbed 14%, with only GCCs witnessing a marginal 1% decline. This represents a significant improvement from the previous quarter's billing miss of 3.5% against analyst estimates of 13%, signaling a meaningful recovery in premium Naukri subscriptions and broader IT sector hiring activity.
Info Edge's real estate platform 99acres maintained its strong momentum with billings increasing 1.9% YoY to ₹163 crore in Q4 FY26, continuing its turnaround trajectory. The platform turned EBIT positive during the quarter, marking sustained operational improvements. The matchmaking segment, comprising Jeevansathi and Aisle, recorded 23% growth to ₹49 crore, while Shiksha witnessed a 13% decline to ₹45 crore. According to the company, 99acres and Jeevansathi continued to gain market share during the quarter, with the platform's web traffic share reaching 49% in early 2026, demonstrating strong competitive positioning across key verticals and successful turnaround strategies.
In addition to strong quarterly results, Info Edge committed ₹1,000 crore to its new Venture Investment Fund III to maintain its startup investment pipeline. The company also announced a senior management reorganization in its recruitment vertical effective May 1, 2026, and Naukri's Chief Business Officer, Pawan Goyal, resigned earlier this month (effective May 31, 2026). On a full-year basis, the company's standalone net profit soared 615.74% to ₹5,535.70 crore on 15.01% increase in revenue from operations to ₹3,052.02 crore in FY26 over FY25. The company's board recommended a final dividend of ₹3.60 per equity share on face value of ₹2 per equity share for FY26, with Friday, July 24, 2026 as the record date for determining entitlement, and the dividend to be paid on or after September 2, 2026.
