India · Delayed Price · Currency is INR Info Edge (India) Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY26 saw strong revenue and profit growth, with robust margins and cash generation. Recruitment and real estate segments delivered solid results, aided by AI-driven offerings and operational improvements, while 99acres benefited from a one-time provision reversal.
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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. Dividend payout was raised, and ongoing investments in AI and new platforms are expected to drive 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 and FY2025 saw strong double-digit growth in billings and revenue, with robust cash generation and margin expansion. Recruitment, real estate, and matrimony segments all improved, aided by AI-driven product enhancements and increased marketing. Cash reserves and dividend payouts rose significantly.
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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, margin expansion, and strong cash generation, though net profit was impacted by a one-time deferred tax charge. Recruitment and non-recruitment segments showed robust performance, with AI-driven innovation enhancing user experience and operational efficiency.
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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.