Info Edge (India) Limited Earnings Summary — Q1 FY2027
Info Edge Reports 11% Revenue Growth and Robust Recovery in Investment Valuations
Quarterly Business Intelligence
AI Quarterly Scorecard™
Computed deterministically from the last 10 reported quarters.
Quarterly Business Momentum
- Revenue has increased for 10 consecutive quarters.
- Revenue of ₹881 Cr is 11.4% higher year-on-year.
- Revenue has compounded at 13.9% annualised over the last 10 quarters.
- Revenue is at its highest level in 10 quarters.
- Net profit of ₹446 Cr is 50.6% above the same quarter last year.
- Profit growth is outpacing revenue growth, pointing to positive operating leverage.
- Net profit has compounded at 143.1% annualised across the period.
- Operating margin stands at 38.7% in Q1 FY2027.
- Operating margin expanded by 583 bps year-on-year.
- Over the last two years operating margin has expanded by 774 bps.
- PBT margin is 71.7%.
- Expense growth of 1.7% remained below revenue growth of 11.4%.
- Operating profit of ₹341 Cr is 31.1% higher year-on-year.
- Operating leverage continues to improve.
- 6 of the last 6 measured quarters delivered year-on-year revenue growth.
- Overall quarterly business momentum scores 82/100 (Strong) on the latest 10 quarters.
- Business momentum remains positive heading into the next quarter.
Quarterly Financials
Last 10 Reported Quarters • All figures in ₹ Crore • Margins in %
| Metric | Trend | Latest Q1 FY2027 | Q4 FY2026 | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q4 FY2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | Improving | 881 | 869 | 819 | 805 | 791 | 750 | 722 | 701 | 677 | 657 |
| Expenses | Stable | 540 | 536 | 525 | 526 | 531 | 517 | 457 | 547 | 467 | 453 |
| Operating Profit | Improving | 341 | 334 | 294 | 280 | 260 | 232 | 266 | 154 | 210 | 204 |
| Operating Margin | Improving | 38.7% | 38.4% | 35.9% | 34.7% | 32.9% | 31.0% | 36.8% | 22.0% | 31.0% | 31.1% |
| Other Income | Volatile | 331 | 572 | 136 | 187 | 209 | 546 | 141 | 379 | 154 | -11 |
| Interest | Stable | 6 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Depreciation | Improving | 34 | 30 | 31 | 31 | 31 | 31 | 30 | 27 | 26 | 26 |
| Profit Before Tax | Volatile | 632 | 869 | 393 | 429 | 431 | 742 | 371 | 500 | 332 | 162 |
| Tax | Volatile | 142 | 113 | 76 | 81 | 88 | 64 | 83 | 415 | 73 | 74 |
| Net Profit | Volatile | 446 | 566 | 272 | 316 | 296 | 463 | 243 | 23 | 233 | 60 |
| Net Margin | Volatile | 50.6% | 65.1% | 33.2% | 39.3% | 37.4% | 61.8% | 33.6% | 3.3% | 34.4% | 9.2% |
Key Takeaways
- Consolidated revenue grew 11.4% YoY to ₹8,807 million, led primarily by the Recruitment Solutions segment.
- Recruitment Solutions (Naukri) remains the core cash engine, contributing ₹6,292 million to revenue with high operating margins.
- Real estate vertical 99acres reported a segment loss of ₹21.3 million, though this significantly improved from a loss of ₹187.3 million in the same quarter last year.
- Other Comprehensive Income saw a massive spike of ₹46,589 million, largely driven by mark-to-market gains on investments in Zomato (Eternal Limited) and PB Fintech.
- The company recognized a ₹721 million exceptional loss on a standalone basis due to diminution in the value of non-current investments.
- Info Edge completed the acquisition of the remaining 45.36% stake in Sunrise Mentors (Coding Ninjas) subsequent to the quarter end, making it a wholly-owned subsidiary.
Management Guidance
Management maintains a focus on platform dominance and pricing power in the recruitment vertical while pivoting towards profitability in smaller segments like Jeevansathi. The company continues to monitor the impact of new statutory labour codes, noting significant non-recurring adjustments to gratuity and leave encashment obligations.
Sentiment Shift
Improving
Core operational stability in recruitment is being paired with narrowed losses in 99acres and a sharp rebound in the valuation of listed venture assets.
Outlook
The company is positioned for steady growth as digital adoption in India matures. The standalone business provides a high-margin cushion that allows for aggressive long-term bets in real estate and education technology.
From the Annual Report (Key Quotes)
“The Managing Director & Chief Executive Officer of the Group examines the Group's performance both from a business & geographical prospective.”
“The balance amount of QIP proceeds remains invested in Mutual funds (debt) & Term Deposits with banks.”
“Sunrise Mentors Private Limited becoming a wholly owned subsidiary of the Company.”
Official Quarterly Documents
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This summary is AI-generated from Info Edge (India) Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.
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