Info Edge Q2FY27 Billings Up 12.8% to ₹822.3 Crore; Recruitment Solutions Grow 12.6%
Info Edge's standalone billings grew 12.8% YoY to ₹822.3 crore in Q2FY27. Recruitment Solutions billings rose 12.6% to ₹613.8 crore, with underlying growth estimated at 14%. 99acres billings increased 21.2% to ₹148.3 crore. Matchmaking billings grew 23.1% YoY.
The announcement provides an update on billings, which are a key performance indicator. While positive, it's an unaudited update ahead of the formal financial results, and some segments like Shiksha are facing challenges.
The company reported positive year-over-year growth in billings across its key segments, particularly in Recruitment Solutions and 99acres, indicating healthy business performance.
Info Edge (India) Limited has announced its unaudited billings update for the quarter and six months ended September 30, 2026. The company's standalone billings for the second quarter of fiscal year 2027 (Q2FY27) reached ₹822.3 crore, marking a year-over-year growth of 12.8% compared to ₹729.0 crore in Q2FY26.
For the same period, standalone billings for the six months ended September 30, 2026 (H1FY27) stood at ₹1,559.3 crore, an increase of 13.5% from ₹1,373.2 crore in H1FY26. These unaudited figures are subject to review and approval by the Audit Committee, Board of Directors, and Statutory Auditors.
The Recruitment Solutions segment reported billings of ₹613.8 crore for Q2FY27, a 12.6% increase year-over-year. Management estimates the underlying standalone billings growth in Q2FY27 to be approximately 14% YoY, after adjusting for renewal timing differences in the Recruitment business. The adoption of B2B AI products like AI-Rex and Talent Pulse saw increased customer sign-ups and revenue contribution.
The Real Estate segment, primarily driven by 99acres, showed robust growth with billings of ₹148.3 crore in Q2FY27, up 21.2% YoY. The platform maintained its market share in category traffic, with web and app time-share figures of 49% and 59% respectively for July and August 2026.
In the Matchmaking & Education verticals, Jeevansathi billings grew 18.4% YoY to ₹39.7 crore in Q2FY27, while Aisle billings saw a significant 40.0% YoY increase, leading to a combined matchmaking billings growth of 23.1% YoY. The Shiksha business is facing pressure due to AI-driven search responses, and the company is adapting its model with new offerings, expecting a medium-term transition period with interim billings pressure.
What to do with a filing like this
Info Edge (India) Limited filed this with the NSE as a statutory disclosure, categorised under other company updates. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Info Edge (India) Limited. Read the original for the full detail.