Info Edge India Ltd. · NSE:NAUKRI
Info Edge India — Q2 FY27 Earnings Presentation
38 slides from Info Edge India's earnings presentation, October 2026
Slide 1: Earnings Presentation Quarter ending September 30, 2026
Earnings Presentation Quarter ending September 30, 2026
Slide 2: Safe Harbor
Safe Harbor By attending the meeting/telephonic call where this presentation is made, you agree to be bound by the trailing restrictions regarding the information disclosed in this presentation. This presentation has been prepared by Info Edge (India) Limited (the “Company”) solely for information p
Slide 3: Business Structure
BUSINESS STRUCTURE Efficiently structured businesses with well-established market-leading brands O P E R AT I N G B U S I N E S S E S INVESTMENTS FINANCIAL RECRUITMENT REAL ESTATE MATCHMAKING EDUCATION INVESTMENTS India's largest online job A leading platform in online Connecting millions for Guidin
Slide 4: Business Highlights
Business Highlights Healthy operating performance across the quarter and half year 4
Slide 5: Q2FY27 and H1FY27 highlights – Info Edge standalone
I N F O E D G E S TA N D A L O N E Q2FY27 and H1FY27 highlights – Improved growth trajectory led by major businesses YoY Growth BILLINGS REVENUE OPERATING PBT OPERATING PBT MARGINS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹822cr ₹1,559cr ₹842cr ₹1,666cr ₹347cr ₹681cr 41.3%
Slide 6: Standalone including acquired businesses and consolidated performance
INFO EDGE Q2FY27 and H1FY27 highlights – Standalone including acquired businesses and consolidated performance YoY Growth INFO EDGE - STANDALONE (including acquired businesses1) BILLINGS REVENUE OPERATING PBT CASH FROM OPERATIONS Q 2F Y 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1F Y 27
Slide 7: Key Business Highlights
KEY BUSINESS HIGHLIGHTS Standalone billings (excl. Shiksha) grew over 14.4% in Q2 and about 15.7% in H1; AI now a high single- digit share of Recruitment topline Recruitment delivered broad-based Billings grew 12.6% YoY in Q2 and 14.9% in H1, led by Recruitment B2B. Naukri B2C and Job 1. growth Hai
Slide 8: Recruitment
Recruitment India's largest online job classifieds ecosystem 8
Slide 9: Recruitment billings grew 12.6% in Q2 and 14.9% in H1
R E C R U I T M E N T S TA N D A L O N E Billings grew by 12.6% in Q2 and 14.9% in H1, supported by 59% operating PBT margins YoY Growth FINANCIAL PERFORMANCE – Q2FY27 & H1FY27 OPERATING PBT CASH FROM BILLINGS REVENUE OPERATING PBT MARGINS OPERATIONS Q 2F Y 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY
Slide 10: Healthy operating metrics driving platform strength
RECRUITMENT Healthy operating metrics driving platform strength 120 Mn 699k Resume Database1 Job Listings² 20k 313K Resumes Added Daily² Paid Users on Naukri 360 + Naukri FastForward3 902k 46k Profiles Modified Daily² # Billed Corporate Customers² 997k+ Naukri TopTier showing curated High jobseeker
Slide 11: Our AI approach is anchored in four priorities
AI IN RECRUITMENT Our AI approach is anchored in four priorities, now contributing to topline and efficiency 01 02 03 04 Strengthening the core Enhancing user New AI-first AI in internal platform experience products processes Improving search quality, Developing AI-powered Innovating new AI-first In
Slide 12: Agentic AI workflows for next-generation hiring products
AI IN RECRUITMENT Smarter, self-directed workflows that power next-generation products using agentic AI New Agentic AI experience in hiring through agents that think, execute for better and faster hiring Multi agent iterative AI system Voice screening agent Voice agent AI-Learned AI recommended Scre
Slide 13: Talent Pulse serves 750+ paid customers
AI IN RECRUITMENT Talent Pulse serves 750+ paid customers with AI-powered talent intelligence Salary Intelligence Talent Planning Competitor Benchmarking Salary Insights for corporates at 7 levels of Multidimensional insights into target talent pool Benchmarking talent with competitors in terms gran
Slide 14: AI-powered talent discovery for recruiters
AI IN RECRUITMENT AI-powered talent discovery for recruiters AI-powered discovery and engagement of premium talent, backed by verified hiring intelligence. Active + Passive Talent Pool Premium Filters Naukri Verified Profile 7,000+ Naukri Verified Active + Passive Enterprise Customers Using Profiles
Slide 15: Extending AI tools to help jobseekers
AI IN RECRUITMENT Extending AI tools to help jobseekers make smarter career decisions 2.7% Paid Penetration1 59% Online Mix B2C Revenue1 3.1Lac AI-powered resumes downloaded monthly1 0.9Lac AI-powered mock interviews Neo: Agentic AI-led job discovery with real-time Naukri 360: AI-powered resume buil
Slide 16: A well-diversified customer base continues to support growth
RECRUITMENT A well-diversified customer base continues to support growth Distribution of Recruitment India B2B business billings by customer type for FY26 IT Services 18.9% Tech companies 4.3% Recruitment Tech, IT BPM 2.9% Consultants, Services, BPM, 26.4% etc., 27.1% Global GCC – IT Services 6.5% C
Slide 17: Tier-2/3 penetration and SMB growth reshaping customer mix and ARPU
RECRUITMENT Deeper tier-2/3 penetration and SMB growth reshaping the customer mix and ARPU No. of billed customer (‘000) Avg. realization per customer (₹‘000) 146 152 149 152 128 146 113 116 130 100 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Customer growth of ~14% was driven by deeper Tier-2
Slide 18: Real Estate
Real Estate A leading platform in the online real estate classifieds segment 18
Slide 19: Q2 growth accelerated to 21%, approaching breakeven
R E A L E S T AT E Q2 growth accelerated to 21%, while sustaining market leadership and approaching breakeven YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹148cr ₹258cr ₹134c
Slide 20: Key business metrics underpinning 99acres' market leadership
R E A L E S T AT E Key business metrics underpinning 99acres' market leadership 205K+ 105K Total Projects1 Total Customer Base 1.4 Mn Listings2 | Residential 80% | Commercial 20% Distribution of customer base Billing breakdown by customers Owner, 9% Broker, 30% Builder, 27% Builder, Broker, 5% 64% O
Slide 21: Consistent monthly share gains establish traffic leadership
R E A L E S T AT E Consistent monthly share gains have established a clear traffic leadership Web traffic time share (from desktops, laptops, and mobile-web) Platform Web Traffic-Time Share Q2FY26 Q2FY27 99acres 45% 49% Player 1 25% 27% Player 2 30% 24% Overall App traffic time share for Q2FY27 Plat
Slide 22: Buyers & tenants spend more time on 99acres
R E A L E S T AT E Buyers & tenants spend more time on 99acres with lower bounce rate vs most competitors Lower bounce rate on 99Acres platform demonstrating the high quality of traffic Higher time spent by buyers and tenants on 99Acres platform demonstrating high engagement Source: SimilarWeb; Desk
Slide 23: Matchmaking
Matchmaking Connecting millions for meaningful relationships 23
Slide 24: Jeevansathi: Q2 billings grew 18% YoY
M AT C H M A K I N G : J E E V A N S AT H I Q2 Billings grew by 18% YoY,with the business profitable at both the operating & cash levels YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q2FY27 H1FY27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2F Y 27 H1
Slide 25: Aisle: Q2 billings grew 40% YoY
M AT C H M A K I N G : A I S L E Q2 Billings grew by 40% YoY, while the business became closer to breakeven YoY Growth FINANCIAL PERFORMANCE - Q2FY27 & H1FY27 CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q2FY27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2F Y 27 H1FY 27 ₹13cr ₹26cr ₹13cr ₹25c
Slide 26: Education
Education Guiding students toward smarter education & career decisions 26
Slide 27: Billings de-grew in Q2FY27 due to AI-related traffic headwinds
E D U C AT I O N Billings de-grew in Q2FY27 due to AI-related traffic headwinds YoY Growth FINANCIAL PERFORMANCE CASH FROM BILLINGS REVENUE OPERATING PBT OPERATIONS Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 Q 2FY 27 H1FY 27 ₹20cr ₹55cr ₹35cr ₹80cr ₹(1)cr ₹2cr ₹(16)cr ₹(23)cr 27.2% 24.5% 8.5
Slide 28: Key platform metrics
E D U C AT I O N Key platform metrics 65,000+ 1,000+ 6 mn+ Colleges Unique clients Annual registrations 375,000+ 381 mn+ 3.5 mn+ Course listings Annual page views Engagement actions 950+ 200 mn+ 680,000+ Entrance exams Annual visits Student/alumni reviews Source: Google Analytics and Internal Tracki
Slide 29: Investments
Investments Investments in high-growth digital businesses 29
Slide 30: Investments from the balance sheet and through AIFs
INVESTMENTS Investments from the balance sheet and through AIFs in listed and unlisted companies Financial Investments (incl. Balance Sheet + AIF) | ~₹4,900cr Invested Value1 | 135 Companies2 | 4 themes3 AI Portfolio Deeptech Consumer Tech Others4 28 ₹614cr 30 ₹455cr 45 ₹2,755cr 42 ₹1,257cr Companie
Slide 31: List of schemes through Info Edge Ventures
INVESTMENTS List of schemes through Info Edge Ventures Scheme details Scheme Corpus1 Scheme Name (INR Cr) IE Venture Fund I (including follow on) 1,514 IE Venture Investment Fund II 1,272 Capital 2B Fund I 638 IE Venture Investment Fund III 1,135 B8 Fund I 250 A88 Fund I 250 1Info Edge effective hol
Slide 32: List of Financial Investments from the balance sheet
INVESTMENTS List of Financial Investments from the balance sheet 20 Companies | ₹1,002 Cr Carrying Value Carrying value of investment Diluted and converted Investee Company Prominent Domain names as of September 30, 2026 shareholding % (₹ Cr.) (Actual) Akshamaala Solutions private Limited https://un
Slide 33: Annexures
Annexures infoedge
Slide 34: Standalone P&L Statement summary
PROFIT AND LOSS SNAPSHOT Standalone P&L Statement summary for the quarter ending September 30, 2026 In ₹ Cr Particulars Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 842 746 12.8% 1,666 1,482 12.4% Employee Benefits Expenses 304 302 0.5% 604 594 1.7% Advertising & Promotion Costs 93 90
Slide 35: Standalone Balance Sheet summary
BALANCE SHEET Standalone Balance Sheet summary as of September 30, 2026 Assets (Total: ₹51,131cr) Liabilities (Total: ₹51,131cr) 3.2% 2.7% 7.3% 12.3% 85.0% 89.5% Investments Shareholder's Equity Cash & Cash Equivalents Other Liabilities & Provisions (Including Deferred Tax Liabilities) Other Operati
Slide 36: Data sheet – Q2FY27 (1/2)
D AT A S U M M A R Y Data sheet – Q2FY27 (1/2) As at end of/ during Q2FY27 Q1FY27 Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY26 FY25 FY24 Key business metrics Naukri Number of resumes on Naukri (in 120 118 115 113 111 108 106 104 103 100 98 96 94 91 115 106
Slide 37: Data sheet – Q2FY27 (2/2)
D AT A S U M M A R Y Data sheet – Q2FY27 (2/2) As at end of/ during Q2FY27 Q1FY27 Q4FY26 Q3FY26 Q2FY26 Q1FY26 Q4FY25 Q3FY25 Q2FY25 Q1FY25 Q4FY24 Q3FY24 Q2FY24 Q1FY24 FY26 FY25 FY24 Key financial metrics Segment Billing (Rs mn) Recruitment solutions 6,138 5,527 8,107 5,483 5,450 4,703 7,403 4,940 4,9
Slide 38: End of Presentation
End of Presentation 38