Info Edge, the parent of Naukri.com, reported a 23% year-on-year increase in consolidated net profit to Rs 566 crore for the March quarter, supported by a 16% rise in revenue to Rs 869 crore.
- Consolidated PAT rises 23% YoY to Rs 566 crore
- Revenue grows 16% to Rs 869 crore in Q4FY26
- Board approves Rs 3.60 dividend per share
What happened
Info Edge reported consolidated net profit after tax of Rs 566 crore for the March quarter, up 23% from Rs 463 crore a year earlier. Revenue rose 16% to Rs 869 crore, reflecting healthier business activity across key verticals. Sequentially, profit more than doubled while revenue increased over 6% versus the previous quarter.
Naukri.com, driving the recruitment segment, delivered billings of Rs 811 crore alongside a strong operating profit margin of 57.1%. The real estate vertical under 99acres returned to operating profit in this quarter after years of losses, recording Rs 3 crore profit on slightly higher billings. The education arm Shiksha also turned profitable with Rs 6 crore operating profit, although it faced a decline in billings.
Why it matters
These results showcase Info Edge’s resilience and the dominant position of Naukri.com in India’s online recruitment market. The recovery and profitability improvements in the real estate and education segments indicate diversification benefits and operational leverage starting to pay off.
What to watch next
Market watchers will focus on whether the positive momentum in real estate and education can sustain and scale further amid increased competition. The continued losses in the matrimony vertical will also attract attention, assessing if restructuring or strategic shifts are forthcoming to stem these losses.
Investor sentiment and share price movements will be influenced by how Info Edge balances investment in emerging segments against maintaining strong margins in core recruitment. The July record date for dividend payout and quarterly updates will be key markers to gauge ongoing performance.