India · Delayed Price · Currency is INR Info Edge (India) Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw double-digit revenue and billing growth, strong cash generation, and margin expansion, with robust performance in recruitment, real estate, and matchmaking segments. Premium and value hiring outperformed, while mid-market and non-IT hiring remained soft. AI-driven innovation and increased dividends signal confidence in future growth.
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Q2 FY26 saw double-digit revenue and billing growth, strong cash generation, and a major exceptional gain from PB Fintech. Recruitment remained resilient, while non-recruitment segments reduced losses and AI investments accelerated across platforms.
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Q1 FY26 saw 11% YoY billings growth and 15% revenue growth, with strong recruitment margins but a slowdown in billings due to macro uncertainty. July showed early signs of recovery, but management remains cautious and will continue investing in high-growth areas.
Fiscal Year 2025
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Q4 FY2025 saw double-digit growth in billings and revenue across all major segments, with strong cash generation and improved margins. AI-driven innovation and increased marketing spend supported market share gains, while the company remains optimistic about sustaining growth if macro conditions hold steady.
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Q3 FY25 saw double-digit growth in billings and revenue across all major segments, with strong cash generation and margin expansion. Recruitment and niche businesses led growth, while real estate and matrimony segments reduced losses. AI investments and a new venture fund commitment signal a focus on innovation and future growth.
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Q2 FY25 saw double-digit growth in billings and revenue across most segments, with strong operating margins and robust cash generation. A one-time deferred tax charge impacted net profit, but underlying profitability and cash flows remain healthy. AI-driven innovation and new product launches are driving efficiency and future growth.
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Q1 FY25 saw double-digit growth in billings and revenue, with strong cash generation and margin improvement. Recruitment and non-recruitment segments showed healthy growth, while investments in AI, platform expansion, and marketing continue. Management remains optimistic but cautious due to market volatility.