NAUKRI Info Edge (India) Q2 FY27 results (Jul–Sep 2026) and concall
Info Edge posted 13% standalone revenue growth to Rs.842 crores, and operating profit grew 30% to Rs.347 crores as margins widened 541 bps to 41%, helped mainly by 99acres moving close to breakeven and Recruitment's 59% margin. Recruitment billing growth of 13% was held back by renewal timing; management says underlying growth is 14-15% and that it sets sales targets on that basis. AI monetization is showing up in the numbers, with an ARR of about Rs.240 crores, while Shiksha is in a structural decline caused by AI-led changes in search. The biggest news was Hitesh Oberoi stepping down as MD &
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What they filed
Q2 FY27: revenue up 12.3%, net profit up 86.8% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 722 | 750 | 791 | 805 | 819 +13% | 869 +16% | 881 +11% | 904 +12% |
| EBITDA | 266 | 232 | 260 | 280 | 294 +11% | 334 +44% | 341 +31% | 354 +26% |
| Net profit | 288 | 678 | 343 | 348 | 317 +10% | 756 +12% | 490 +43% | 650 +87% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
