Info Edge India, the company behind popular platforms like Naukri.com, 99acres, Shiksha, and Jeevansathi, has delivered impressive results for the first quarter of FY26. Its consolidated net profit soared to ₹343 crore, a 32% increase from ₹259 crore in the same quarter last year. At the same time, operating revenue rose 17% to ₹791 crore, up from ₹677 crore a year earlier. This growth reflects solid performance across the company’s digital businesses.
Revenue Breakdown by Platforms
Most of Info Edge’s revenue came from its recruitment platform, Naukri.com, which contributed ₹562 crore—marking a 15% rise year over year. The real estate portal 99acres earned ₹111 crore, while the education platform Shiksha brought in ₹50 crore, and matrimonial site Jeevansathi generated ₹34 crore. Adding ₹213 crore of interest income from investments, total income for the quarter reached ₹1,004 crore.
Managing Costs, Holding Margins
Info Edge managed its expenses carefully. Total costs rose 16% to ₹564 crore, with employee benefits making up 58% (₹327 crore). Advertising and internet expenses were ₹127 crore and ₹22 crore, respectively. Despite rising costs, the company maintained healthy margins and delivered strong EBITDA of ₹468 crore.
What the Competition Shows
Compared to many peers in the sector, Info Edge is holding up well. For example, other internet and tech platforms have seen mixed results—some showing slowdowns in revenue growth or higher losses. Info Edge’s balanced earnings across multiple businesses, along with steady investment income, provided a buffer that competitors lacked.
CEO Notes & Market Context
Info Edge’s CEO, Hitesh Oberoi, noted that while recruitment billing growth softened toward the end of the quarter due to global and sectoral pressures, non-recruitment businesses remained resilient with strong growth and reduced losses. This mix of stable performance across platforms makes Info Edge a bellwether for India’s digital economy.
Why This Quarter Matters
- Balanced Growth: Strong profits backed by diversified platforms and investment income.
- Operational Efficiency: Controlled rises in cost and a healthy EBITDA.
- Competitive Edge: Holding up better than many tech peers amid uncertain conditions.
- Strategic Strength: Continued market share gains, especially in education and real estate.
Overall, Info Edge’s Q1 FY26 results paint a picture of a well-managed, multi-platform business navigating challenges confidently, while its competitors may struggle with less diversified models.
