Info Edge (India) Ltd(NAUKRI)

NSE: NAUKRIBSE: 532777

₹ 1,184.6-2.54%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 76,812 crNext results: 28 Oct 2026Website: www.naukri.comUpdated: 24 Oct 2026

About

Info Edge (India) Ltd runs online classifieds platforms: Naukri, which its FY25 annual report calls India's largest job marketplace, together with 99acres (real estate), Jeevansathi (matrimony) and Shiksha (education). The company reported FY26 revenue of ₹3,284.73 crore. Recruitment Solutions made up 71.3% of segment revenue in FY26. Standalone billings grew 13.5% YoY to ₹1,559.3 crore in H1FY27.^[1][2][3]

Business segments

Recruitment Solutions: 71.3% of segment revenue (₹2,343.22 cr) in FY26, with an EBIT margin of 53.9%.^[3]
99acres (real estate classifieds): 14.9% of segment revenue (₹488.06 cr) in FY26, with an EBIT margin of -14.0%.^[3]
Others (Jeevansathi matrimony, Shiksha education, Coding Ninjas): 13.8% of segment revenue (₹453.46 cr) in FY26, with an EBIT margin of -26.0%.^[3]
Over FY2018-FY2026, Recruitment Solutions' revenue share rose 3.6 percentage points and the Others segment's share fell 4.8 percentage points.^[3]
Businesses other than recruitment contributed almost 25.2% of standalone revenue, according to the FY25 annual report.^[2]

Products and platforms

The Naukri Talent Cloud includes iimjobs, Hirist, AmbitionBox, Naukri Fast Forward, Zwayam, DoSelect and NaukriGulf (FY25).^[2]
Naukri's resume database grew 8.2% to 106 Million in FY25, with an average of more than 22,000 resumes added each day.^[2]
AmbitionBox has more than 1.5 crore registered users (FY25). DoSelect is used by over 4,000 clients and has powered more than 1 Crore assessments.^[2]
Naukri 360 (B2C candidate services): billings grew 35% YoY in Q1FY27. Paid conversion as a share of MAUs rose from 1.2% to 2.6% over 18 months.^[4]
99acres had 956k+ total listings as of March 31, 2025, and led the online real estate market in traffic share on that date.^[2]
Shiksha had 645k reviews and 530K+ course listings (FY25).^[2]
Job Hai (blue- and grey-collar jobs): revenue doubled YoY in Q1FY27 from a base of about ₹15 cr in FY26; annual cash burn is about ₹50 cr.^[4]

Key operating numbers

Standalone billings grew 14.4% YoY to ₹737 cr in Q1FY27. H1FY27 standalone billings were ₹1,559.3 cr (+13.5% YoY).^[4]
Recruitment Solutions billings were ₹613.8 cr in Q2FY27 (+12.6% YoY vs ₹545.0 cr in Q2FY26). Standalone billings were ₹822.3 cr (+12.8% YoY).^[5]
Recruitment B2B operating PBT margin was 58.3% in Q1FY27, up 576 bps YoY.^[4]
99acres: billings grew 16.5% YoY in Q1FY27. Web traffic time-share was 49% in Q1FY27 vs 40% in Q1FY26, and property enquiries grew >38% YoY.^[4]
Jeevansathi billings were ₹142 cr in FY26 (+28% YoY). In FY25 they grew 31.1% to ₹1,109 Million after the move to a freemium model.^[6][2]
NaukriGulf billings were ₹126 cr in FY26 (+16% YoY). Growth slowed to 12% YoY in Q1FY27 because of geopolitical disruption in the Middle East.^[6]
Shiksha billings fell 23% YoY in Q1FY27 as changes in Google search behaviour reduced referred traffic.^[4]
iimjobs and Hirist grew billings 35.69% YoY in FY25.^[2]

AI and new products

AI-Rex (agentic recruitment): 4,000+ enterprise customers were onboarded as of Q1FY27, and 400+ were paying ₹3,500 per mandate.^[4]
Talent Pulse had 600+ paid customers as of Q1FY27 and generated ₹30-35 cr of revenue in FY26.^[4][6]
130+ AI specialists and 500+ AI/ML models were deployed across platforms in FY25. Data science roles grew 45% YoY, within a headcount of 6,065.^[2]
About 90% of property recommendations on 99acres are AI-powered, which the company says produced 20%+ more expressions of interest (FY25).^[2]

Distribution and reach

By the end of FY25 the company had 113 branches across 80+ cities.^[2]
As of Q4FY26, 99acres' live resale and rental listings from brokers grew 35% YoY and new project listings grew 28% YoY.^[6]
Shiksha is expanding its study-abroad coverage to the UK, UAE and continental Europe as the US and Canada markets soften.^[4]

Expansion plans

Job Hai is to expand from NCR to 18 cities; management's target is ₹100 cr+ in revenue by FY29.^[4]
99acres' medium-term goal is to take billings from ₹497 cr (FY26) to about ₹1,000 cr by FY29.^[4]
A free-trial rollout of AI-Rex to 10,000 customers was targeted for Q2FY27.^[4]
Coding Ninjas short courses (₹5,000-7,000) are to be integrated into Naukri in FY27.^[4]
The company approved an investment commitment of up to ₹10,000 Mn in IEVI Fund III. The fund's target corpus is ₹10,000 Million plus a greenshoe of the same amount.^[2]

Investments

Fund II had deployed ₹5,919.67 Million across 35 startups up to March 31, 2025.^[2]
The company's investment exposure to investee startups was ₹17,553.50 Mn, as stated in the FY25 annual report.^[2]

Recent developments

On 8 October 2026 the company reported Q2FY27 standalone billings of ₹822.3 cr (+12.8% YoY).^[5]
A final dividend of ₹3.6 per share was declared for FY26.^[6]
The merger of Zwayam, Axilly Labs (DoSelect), Diphda and Allcheckdeals into the parent was expected within 1 to 1.5 years, as disclosed in Q2FY26.^[7]
In Q2FY26 the chief AI officer was also made chief product officer for Naukri, and iimjobs, Hirist and NaukriGulf were placed under a single leader.^[7]

Market Cap

₹76,812 Cr

High / Low

₹1,420 / 909

Stock P/E

48.0

Price / Book

2.0

Book Value

₹585

EPS

₹22.4

No. of Shares

64.84 Cr

ROCE

5.4%

ROE

4.0%

OPM

48.5%

Debt / Equity

0.00

Sales

₹3,285 Cr

Net Profit

₹1,763 Cr

Promoter holding

37.2%

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Info Edge (India) Ltd(NAUKRI)

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