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Results · HR & Future of Work

Info Edge reports Q4 and full-year billings growth

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Date
Company
Info Edge
What it does
Online recruitment, real estate, matrimony, education
Kind
Results
Based in
Noida
Founded
1995
Sector
HR & Future of Work

What they do

Info Edge runs Naukri.com, 99acres, Jeevansathi and Shiksha

What happened

Q4 standalone billings rose 7.4% to Rs 1,057 crore; full-year billings grew 10.3% to Rs 3,177.5 crore

Why it matters

Recruitment growth slowed due to macroeconomic uncertainty, while Shiksha pivots after AI-driven traffic decline

The details

  • Info Edge reported its standalone billings for the fourth quarter and full year of FY26.
  • Q4 FY26 standalone billings were Rs 1,057 crore, up 7.4% year-on-year from Rs 983 crore in Q4 FY25.
  • Full year FY26 standalone billings were Rs 3,177.5 crore, a 10.3% increase over Rs 2,881.7 crore in FY25.
  • The recruitment segment (Naukri.com) contributed Rs 810.7 crore in Q4 and Rs 2,374 crore for the full year.
  • Recruitment billings grew 9.5% in Q4 and 10% for the full year, but growth moderated due to macroeconomic uncertainty.
  • Pawan Goyal, Naukri's Chief Business Officer and Whole-time Director, resigned after over seven years and will stay until May 31, 2026.
  • The figures are unaudited and released ahead of the formal earnings announcement.

The bigger picture

  • Info Edge's results show how macroeconomic headwinds are affecting India's recruitment market, especially the Naukri Gulf business.
  • 99acres had a transitional impact on billings from organisational and process changes.
  • Shiksha is pivoting its model after AI-driven search tools reduced traffic referrals.
  • Jeevansathi bucked the trend with over 20% Q4 growth and 28.5% full-year growth.

About the business

  • Info Edge operates Naukri.com, India's largest online recruitment platform.
  • It also runs 99acres (real estate), Jeevansathi (matrimony) and Shiksha (education).
  • The recruitment segment is Info Edge's largest contributor to billings.
  • Info Edge also has investee companies and a research business.
  • 99acres had a 49% web traffic share and 53% app traffic share during Jan-Feb 2026 (SimilarWeb).

What happens next

  • Shiksha is pivoting its model and introducing new offerings to reduce reliance on search traffic.

Founders

  • Sanjeev Bikhchandani, Co-founder
  • Hitesh Oberoi, Co-founder

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