Info Edge Q1 FY27 Results: Revenue Rises 12%, Operating Profit Jumps 33.4% as Recruitment and 99acres Drive Growth
Info Edge (India) Ltd Q1 FY27 Results: Info Edge, the company behind popular internet platforms including Naukri, 99acres, Jeevansathi and Shiksha, reported a stronger first quarter of FY27, with revenue, operating profit, billings and cash generation all showing healthy year-on-year growth.
For the quarter ended June 30, 2026, the company’s standalone revenue from operations increased 12% year-on-year to ₹824.5 crore, while operating PBT jumped 33.4% to ₹333.9 crore. The operating PBT margin expanded to 40.5%.
The company also reported strong growth in billings, particularly across its Recruitment and 99acres businesses.
Info Edge Q1 FY27 Results: Key Numbers
| Particulars | Q1 FY27 | YoY Growth |
|---|---|---|
| Standalone Revenue | ₹824.5 crore | +12.0% |
| Operating PBT | ₹333.9 crore | +33.4% |
| Operating PBT Margin | 40.5% | Improved |
| Cash from Operations* | ₹225.0 crore | +25.3% |
| Standalone Billings | ₹737.0 crore | +14.4% |
| Recruitment Billings | — | +17.5% |
| 99acres Billings | — | +16.5% |
*Before taxes.
The numbers indicate that Info Edge was able to grow revenue while expanding profitability at a significantly faster pace.
Operating Profit Grows 33.4%
One of the key highlights of the quarter was the sharp increase in operating profitability.
Operating PBT increased 33.4% YoY to ₹333.9 crore, while the operating PBT margin reached 40.5% of revenue.
The company also generated ₹225 crore of cash from operations before taxes, representing a 25.3% year-on-year increase.
The combination of higher operating profit and stronger cash generation highlights the company’s cash-generative business model.
Billings Increase 14.4%
Standalone billings increased 14.4% year-on-year to ₹737 crore during Q1 FY27.
The growth was primarily driven by the company’s Recruitment and 99acres businesses.
Recruitment billings increased 17.5%, while 99acres billings grew 16.5% during the quarter.
This improvement in billings could be an important indicator for future revenue growth because it reflects business activity across Info Edge’s key platforms.
The consolidated revenue from operations was ₹880.75 crore, up from ₹790.86 crore in Q1 FY26, while consolidated net profit stood at ₹490.05 crore, compared with ₹342.86 crore a year earlier.
Consolidated Q1 FY27 Results
| Particulars | Q1 FY27 | Q1 FY26 | YoY Change |
|---|---|---|---|
| Revenue from Operations | ₹880.75 Cr | ₹790.86 Cr | +11.6% |
| Total Income | ₹1,073.01 Cr | ₹1,004.08 Cr | +6.9% |
| Profit Before Tax | ₹631.70 Cr | ₹431.06 Cr | +46.6% |
| Net Profit | ₹490.05 Cr | ₹342.86 Cr | +42.9% |
| Profit attributable to Equity Holders | ₹445.73 Cr | ₹295.92 Cr | +50.6% |
| EPS | — | — | — |
The consolidated numbers show a strong improvement in profitability. Revenue from operations increased by about 11.6% YoY, while net profit grew nearly 43%, indicating significant improvement in earnings. Profit attributable to equity shareholders increased even faster, by about 50.6%, to ₹445.73 crore. The results also include the impact of exceptional items, so investors should distinguish between operating performance and investment-related gains when assessing the quarter.
Important: The consolidated results include significant investment-related movements and exceptional items, so the standalone operating metrics—including 14.4% billings growth and 33.4% operating PBT growth—remain important for evaluating the underlying operating performance.
Recruitment Business Remains the Key Growth Engine
Recruitment continues to be the largest business for Info Edge.
Revenue from the Recruitment business increased 13% year-on-year, while operating PBT increased 25.4%.
The Recruitment business reported an operating PBT margin of 58.3% during Q1 FY27.
The company attributed the improvement in recruitment activity partly to better enterprise hiring conditions and increasing adoption of its AI-led offerings.
AI Emerging as an Important Growth Driver
Info Edge highlighted the growing role of artificial intelligence across its businesses.
The company said Recruitment growth was supported by improving enterprise hiring activity and continued adoption of AI-led products such as AI-Rex and Talent Pulse.
Management also said it was continuing to increase the use of AI across the group to enhance products and create new growth opportunities.
This makes AI an important theme to monitor for Info Edge going forward, particularly in the recruitment business.
99acres Moves Closer to Breakeven
The company’s real-estate platform 99acres also showed improvement during the quarter.
Billings from the business increased 16.5% year-on-year, while management said the platform continued to strengthen its market position and move closer to breakeven.
A continued improvement in 99acres profitability could become an additional earnings driver for Info Edge in future quarters.
Jeevansathi Remains Profitable
Info Edge also said that Jeevansathi remained profitable during the quarter.
The company continues to operate multiple digital platforms, allowing it to participate in recruitment, real estate, matrimony and education-related online markets.
The company’s strategy of using technology and AI across these platforms could provide additional opportunities for growth.
Management Commentary
Info Edge Managing Director and CEO Hitesh Oberoi described Q1 FY27 as a stronger quarter compared with the trends seen during FY26.
According to management, Recruitment performed well because of improving enterprise hiring activity and continued adoption of AI-led offerings. The company also highlighted the strengthening position of 99acres and continued profitability at Jeevansathi.
CFO Ambarish Raghuvanshi highlighted the 14.4% growth in standalone billings, 12% revenue growth, 33.4% increase in operating profits and 25.3% improvement in cash generation.
What the Q1 FY27 Results Mean for Info Edge
The results point to several positive trends for the company:
1. Recruitment Demand Is Improving
The 17.5% increase in Recruitment billings and 13% revenue growth indicate improving activity in the company’s core recruitment business.
2. Profitability Is Growing Faster Than Revenue
Operating PBT increased 33.4%, significantly faster than the 12% increase in revenue.
This resulted in a strong 40.5% operating PBT margin.
3. 99acres Is Showing Improvement
The 16.5% growth in 99acres billings and movement toward break-even provide another potential source of earnings improvement.
4. Cash Generation Remains Strong
Cash generated from operations before taxes increased 25.3% to ₹225 crore.
5. AI Could Create New Growth Opportunities
Info Edge is increasingly incorporating AI into its products, including recruitment-focused offerings such as AI-Rex and Talent Pulse.
Info Edge Q1 FY27 Result Impact
The Q1 FY27 numbers are broadly positive from an operational perspective.
The combination of double-digit revenue growth, faster operating-profit growth, expanding margins and strong cash generation provides a favourable backdrop for the company.
The most important factors to track in coming quarters will be whether:
- Recruitment growth remains strong
- Enterprise hiring continues to improve
- AI products contribute meaningfully to growth
- 99acres reaches breakeven
- Operating margins remain elevated
- Cash generation continues to grow
The market’s eventual reaction will also depend on valuation, investor expectations, and the company’s future guidance.
This article is based on the company’s Q1 FY27 earnings presentation and corporate disclosure. It is for informational purposes only and should not be considered investment advice.