NSEUpdates6d ago · 8 Oct 2026, 09:19 am

Updates

Info Edge (India) Limited · NAUKRI

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Info Edge (India) Limited has released unaudited numbers for the quarter and six months ended September 30, 2026, showing a 12.8% YoY growth in standalone billings. Recruitment Solutions billings grew 12.6% YoY, while 99acres billings grew 21.2% YoY. The company expects underlying growth in Q2FY27 to be around 14% YoY, adjusting for renewal timing differences.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10

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Full Announcement

Info Edge (India) Limited has informed the Exchange regarding 'Company Update for the Quarter and Six Months ended September 30, 2026'.

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NAUKRI2_08102026091904_SE_Disclosure_-_Q2_FY27.pdf

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Date: October 8, 2026 1. The Manager - Listing National Stock Exchange of India Limited (Scrip Code: NAUKRI) 2. The Manager – Listing BSE Limited (Scrip Code: 532777) Dear Sir/Madam, Subject: Company Update for the Quarter and Six Months ended September 30, 2026 Please find below the quarterly update of the Company for the quarter and six months ended September 30, 2026: Standalone billings during the quarter and six months ended September 30, 2026 and the corresponding quarter and six months for the previous year, along with the segment-wise breakup and YoY growth, are as below: Amount in INR Crore Business Quarter Ended Quarter Ended YoY Six Months Six Months YoY Segment September 30, September 30, Growth Ended Sep Ended Sep Growth 2026 2025 30, 2026 30, 2025 Recruitment 613.8 545.0 12.6% 1166.5 1015.3 14.9% Solutions 99acres 148.3 122.4 21.2% 258.4 216.8 19.2% Jeevansathi 39.7 33.5 18.4% 79.3 68.2 16.3% Shiksha 20.5 28.1 -27.2% 55.1 72.9 -24.5% Info Edge 822.3 729.0 12.8% 1559.3 1373.2 13.5% Standalone The above unaudited numbers for the quarter and six months ended September 30, 2026 are being released ahead of the official announcement of the financial results for the said period and is subject to review and approval by the Audit Committee, Board of Directors and Statutory Auditors of the Company. Key performance highlights for the quarter and half year ended September 30, 2026, are set out in Annexure 1. This is for your information and records. Yours faithfully, For Info Edge (India) Limited Jaya Bhatia Company Secretary & Compliance Officer INFO EDGE (IN DIA) LIMITED Corporate Office: B-8, Sector - 132, Noida - 201304, Tel.: 0120 - 3082000, Fax: 0120-3082095 Email: investors@naukri.com URL: http://www.infoedge.in CIN: L74899DL1995PLC068021 Regd. Office: Ground Floor, 12A, 94, Meghdoot, Nehru Place, New Delhi-110019 Annexure 1: Q2FY27 and H1FY27 Billings Highlights Billings Summary: (All figures in Rs. crores) Q2FY27 Q2FY26 % Change H1FY27 H1FY26 % Change Recruitment Solutions 613.8 545.0 12.6% 1,166.5 1,015.3 14.9% 99acres 148.3 122.4 21.2% 258.4 216.8 19.2% Jeevansathi 39.7 33.5 18.4% 79.3 68.2 16.3% Shiksha 20.5 28.1 -27.2% 55.1 72.9 -24.5% Info Edge - Standalone 822.3 729.0 12.8% 1,559.3 1,373.2 13.5% Key highlights for the quarter and half-year FY27: Info Edge Standalone:  Info Edge Standalone billings grew 12.8% YoY in Q2FY27. Adjusting for the renewal timing differences in the Recruitment business described below, management estimates underlying standalone billings growth in Q2 at approximately 14% YoY. Recruitment Solutions:  Recruitment billings can vary from quarter to quarter with the timing of customer renewals, as some clients renew ahead of schedule and others defer to a subsequent quarter.  Adjusting for renewal timing differences, management estimates underlying growth in Q2FY27 at approximately 14-15% YoY, against reported growth of 12.6%. Underlying growth was also approximately 15% in Q1FY27, when timing effects lifted reported growth to 17.5%.  H1FY27 billings grew 14.9% YoY. Over a longer period, timing effects partly even out, providing a more normalized view of growth.  Adoption of our B2B AI products continued to increase. AI-Rex and Talent Pulse, in particular, saw growth in both new customer sign-ups and revenue contribution. Real Estate:  99acres billings grew 21.2% YoY in Q2FY27, compared with 16.5% YoY in Q1FY27. The platform's share of category traffic remained stable, with web time-share of 49% and app time-share of 59% for July and August 2026 (source: SimilarWeb). Matchmaking & Education:  In Q2FY27, Jeevansathi billings grew 18.4% YoY and Aisle billings grew 40.0% YoY, taking combined matchmaking billings growth to 23.1% YoY.  Shiksha's traffic and billings have been under pressure, as AI-driven search increasingly answers user queries directly and reduces search referrals to the platform. The business is adapting its model and introducing new offerings to reduce its dependence on search. We expect this transition to take place over the medium term as these initiatives scale, and billings growth is likely to remain under pressure in the interim. INFO EDGE (IN DIA) LIMITED Corporate Office: B-8, Sector - 132, Noida - 201304, Tel.: 0120 - 3082000, Fax: 0120-3082095 Email: investors@naukri.com URL: http://www.infoedge.in CIN: L74899DL1995PLC068021 Regd. Office: Ground Floor, 12A, 94, Meghdoot, Nehru Place, New Delhi-110019