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Info Edge (India) Limited Q2 FY27 earnings call summary

NSE: NAUKRI · BSE: 532777

Earnings call of 28 Oct 2026, summarised by AI from the filing.

Info Edge Q2 FY27 standalone revenue grew 13% to ₹842 cr with operating PBT margin at 41%, as Hitesh Oberoi announced he steps down as MD and CEO on December 2.

Key takeaways

  1. Q2 revenue Standalone revenue ₹842 cr, up 13% YoY; operating profit ₹347 cr, up 30%; operating PBT margin 41%.
  2. AI run rate AI and data products annualized run rate around ₹240 cr based on Q2, a high single-digit share of Recruitment topline.
  3. 99acres Billings grew 21% in Q2 and operating losses fell 93% to less than ₹2 cr.
  4. CEO transition Hitesh Oberoi steps down as MD and CEO on December 2; Sanjeev Bikhchandani becomes Group CEO from December 3.

Original filing on BSE

Info Edge (India) Limited Q2 FY27 results

As filed: Revenue ₹904 cr (+12% year on year), EBITDA ₹354 cr (+26% year on year), PAT ₹650 cr (+87% year on year), EBITDA margin 39.2% (+438 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹881 cr (+11% year on year), EBITDA ₹341 cr (+28% year on year), PAT ₹490 cr (+12% year on year), EBITDA margin 38.7% (+507 bps). Score 46 of 100, In line with trend. Revenue and profit before exceptional items growth were below the company's own trend; EBITDA growth was above it. EBITDA margin rose 507 bps year on year. Other income 31% of PBT. Consolidated profit +43% but standalone -6%. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Profit fell 38% from last quarter. Revenue rose ₹89.8 cr on a year ago, against ₹114 cr the year before. Share price after the results: −1.2% in 30 days (Nifty 500: −3.3%).
  • Q4 FY26: Revenue ₹869 cr (+16% year on year), EBITDA ₹334 cr (+35% year on year), PAT ₹756 cr (+11% year on year), EBITDA margin 38.4% (+544 bps). Score 59 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well above it; profit growth was below it. EBITDA margin rose 544 bps year on year. Other income 58% of PBT. Tax rate 13%. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Share price after the results: +2.4% in 28 days (Nifty 500: +2.2%).
  • Q3 FY26: Revenue ₹819 cr (+13% year on year), EBITDA ₹294 cr (+8% year on year), PAT ₹317 cr (+5% year on year), EBITDA margin 35.9% (−175 bps). Score 30 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it; profit before exceptional items growth was below it. EBITDA margin fell 175 bps year on year. Other income 48% of PBT. Share price after the results: −16.5% in 28 days (Nifty 500: −8.2%).
  • Q2 FY26: Revenue ₹805 cr (+15% year on year), EBITDA ₹280 cr (+16% year on year), PAT ₹348 cr (+300% year on year), EBITDA margin 34.8% (+26 bps). Score 55 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was well above it. EBITDA margin rose 26 bps year on year. Other income 38% of PBT. Revenue rose ₹104 cr on a year ago, more than the ₹75.0 cr it added the year before. Share price after the results: +0.1% in 30 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹791 cr (+17% year on year), EBITDA ₹266 cr (+18% year on year), PAT ₹343 cr (+32% year on year), EBITDA margin 33.6% (+39 bps). Score 55 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin rose 39 bps year on year. Other income 49% of PBT. Profit fell 49% from last quarter. Profit rose ₹84.0 cr on a year ago, against ₹112 cr the year before. Share price after the results: +1.1% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹750 cr (+14% year on year), EBITDA ₹247 cr (+12% year on year), PAT ₹678 cr (+300% year on year), EBITDA margin 32.9% (−55 bps). Score 47 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was well above it. EBITDA margin fell 55 bps year on year. Other income 69% of PBT. Tax rate 8%. Share price after the results: +4.4% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹722 cr (+15% year on year), EBITDA ₹272 cr (+34% year on year), PAT ₹288 cr (+106% year on year), EBITDA margin 37.7% (+530 bps). Score 75 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 530 bps year on year. Other income 50% of PBT. Consolidated profit +142% but standalone -7%.

Past price moves after results do not indicate future moves. Not a recommendation.

Info Edge (India) Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.