Info Edge Q4 Results: Stock jumps on margin expansion, market share gains

Info Edge shares fall 4% from day's high after Q4 update; Street divided on outlook


Info Edge (India) Ltd reported a strong set of fourth-quarter earnings for FY26 on Friday, helped by healthy growth in its recruitment business, improving operating leverage and a turnaround in its real estate platform 99acres.

The company posted a 22% year-on-year rise in consolidated net profit at ₹565.7 crore for the March quarter, compared with ₹463.3 crore in the corresponding period last year.

Revenue from operations increased 16% YoY to ₹869 crore from ₹750 crore, while EBITDA rose 34% to ₹333 crore from ₹248 crore a year ago. EBITDA margin improved sharply to 38.3% from 33.1%, reflecting stronger operating efficiency across businesses.

Following the earnings announcement, shares of Info Edge climbed over 5% during Thursday’s trading session, with investors reacting positively to the margin expansion and improving performance across key verticals.

The company’s recruitment solutions business continued to remain the primary growth driver. Revenue from the segment grew 12% YoY, while EBIT increased 21%, supported by steady hiring demand and higher billings growth.

Info Edge also highlighted continued momentum in its consumer internet platforms. Real estate portal 99acres reported 36% revenue growth during the quarter and turned EBIT positive, marking a key operational milestone for the business.

The company said both 99acres and matrimonial platform Jeevansathi continued to gain market share during the quarter.

Meanwhile, overall billings rose 7.4% YoY, while recruitment billings grew 10%, indicating stable underlying demand trends despite a mixed macro environment.



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