Info Edge (India) Q2 FY27: PAT ₹4,900.51 Cr & Rev ₹10,730.07 Cr

1 Financial Results 🔴 High Importance Neutral 📄 PDF

Investor Takeaways

Revenue grew 32.3% YoY to ₹329 crore in Q1 FY27, driven by recruitment and real estate segments.

Net profit increased 23.8% YoY to ₹224 crore, with operating margin expanding to 63% in recruitment.

Cash balance of ₹5,034 crore supports ongoing strategic investments and AI-driven efficiency initiatives.

Overall Tone: Positive

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹329 Cr	32.3%
Net Profit	₹224 Cr	23.8%
EBITDA	Not available	N/A
EPS	Not available	N/A
OPM	63% (recruitment segment)	Expansion noted

What Changed

The filing highlights robust top-line growth and margin improvement as key developments in Q1 FY27. Revenue reached ₹329 crore, reflecting a 32.3% year-on-year increase, primarily fueled by performance in recruitment and real estate divisions. Net profit rose 23.8% to ₹224 crore, accompanied by an expansion of operating margin to 63% within the recruitment business. The company maintained a strong cash position of ₹5,034 crore, which provides financial flexibility for continued strategic investments. Additionally, the board approved unaudited financial results and identified AI-driven efficiency gains of 15–20% across workflows as a forward-looking initiative. These developments underscore operational momentum despite macroeconomic challenges. The company also emphasized ongoing investment in AI-powered talent intelligence tools to enhance service delivery and operational efficiency.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Info Edge (India) Limited	83.61	N/A	N/A	60,179.92
Avenue Supermarts Limited (DMART)	104.25	N/A	N/A	2,84,258.63
ETERNAL LIMITED (ETERNAL)	317.34	N/A	N/A	2,32,747.16
Trent Limited (TRENT)	75.43	N/A	N/A	1,45,796.38

Info Edge trades at a P/E ratio of 83.61, which is lower than DMART (104.25) and ETERNAL (317.34), but higher than Trent (75.43), suggesting relative valuation differences within the sector.

Risks & Concerns

No specific risks were identified in the filing. The company emphasized strong cash reserves and strategic investments as mitigants to macro headwinds.

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	722.4	288.42	37.6
Q2FY25	700.82	84.73	34.47
Q1FY25	676.71	258.86	33.02
Q4FY24	657.42	87.96	33.37

The reported Q1 FY27 revenue of ₹329 crore and net profit of ₹224 crore represent significant increases compared to previous quarters, indicating a notable inflection in performance. However, the quarterly trend data provided ends at Q3FY25, and the Q1 FY27 figures are not directly comparable in scale due to potential consolidation or segment-wise reporting differences not fully detailed in the provided context. The sharp rise in revenue and profit in Q1 FY27 stands out as an outlier relative to the prior four quarters, suggesting either a structural shift in business performance or a one-time contribution from strategic segments. Further context on segment-wise contributions and accounting changes would be needed for precise interpretation, but such details are not available in the provided filing excerpt.

Summary

Info Edge (India) Limited demonstrated strong financial momentum in Q1 FY27, with accelerated revenue growth and notable profit expansion, supported by a healthy cash buffer. The company’s strategic focus on AI-driven efficiency and talent intelligence tools positions it for sustained operational improvement. While valuation multiples are elevated, the combination of growth, margin resilience, and financial strength presents a compelling case for continued operational momentum, assuming the reported trends are sustainable and not driven by one-time factors. No specific risks were highlighted in the filing.

2 Financial Results 🔴 High Importance Neutral 📄 PDF

📢 Key Event
Board approves unaudited Q1 FY2026 consolidated financial results and strategic corporate actions including stake acquisition and divestments.

🔄 What Changed
Net profit of ₹4,900.51 crores; exceptional items of ₹1,356.40 crores; acquisition of 45.36% stake in Sunrise Mentors; divestment of Shopkirana E-Trading Services.

💡 Investor Takeaway
Strong net profit growth driven by fair valuation gains and strategic portfolio moves, but underlying operational performance requires monitoring amid market shifts.

Info Edge (India) Limited reported unaudited consolidated Q1 FY2026 results for the quarter ended June 30, 2026, showing revenue of ₹8,807.48 crores, total expenses of ₹5,804.37 crores, profit before tax of ₹6,317.01 crores, and net profit of ₹4,900.51 crores, with exceptional items contributing ₹1,356.40 crores primarily from fair valuation gains. The filing also details strategic corporate actions including a 45.36% stake acquisition in Sunrise Mentors, making it a wholly owned subsidiary, and the transfer of Shopkirana E-Trading Services to Trustroot Internet Private Limited in exchange for preference shares and primary infusion, resulting in Shopkirana ceasing to be a joint venture.

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About Info Edge (India) Limited (NAUKRI)

Consumer Services · E-Commerce/App based Aggregator · Listed on NSE

Market Cap: ₹87,860.99 Cr P/E: 54.9 ROE: 5.0% ROCE: 6.2% Div Yield: 0.62%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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