Info Edge Q4 FY26: Standalone Revenue ₹805 Cr (+17% YoY), Net Cash ₹4,963 Cr
Info Edge's Q4 FY26 standalone revenue rose 17% YoY to ₹805 Cr, with operating profit up 39% to ₹323 Cr. Full-year FY26 standalone revenue was ₹3,052 Cr, up 15%. The company reported a net cash balance of ₹4,963 Cr. A final dividend of ₹3.6 per share was approved, a 40% increase YoY. Recruitment billings grew 10% YoY, while 99acres expects to be cash-generative in FY27.
The positive financial results, including significant revenue and profit growth, a substantial cash reserve, and an increased dividend, are material information for investors and indicate strong operational performance, hence a high impact.
The company reported strong year-on-year growth in revenue and operating profits for both the quarter and the full fiscal year. The increase in dividend payout and a healthy cash balance further contribute to a positive sentiment.
Info Edge (India) Limited announced its financial results for the quarter and year ended March 31, 2026. In Q4 FY26, standalone billings grew by 7% year-on-year (YoY) to ₹1,057 crore, with revenue increasing by 17% YoY to ₹805 crore. Operating profits at a standalone level surged by 39% YoY to ₹323 crore, resulting in operating margins of 40%. The company generated cash from operations before taxes of ₹621 crore in Q4 FY26, a 16% YoY increase. For the full fiscal year FY26, standalone billings were ₹3,178 crore (up 10% YoY), and revenue stood at ₹3,052 crore (up 15% YoY). Operating profits grew 17% YoY to ₹1,138 crore, with a 37% operating margin. Cash from operations before taxes for FY26 was ₹1,469 crore, a 12% YoY growth. The company's cash balance, including subsidiaries, was ₹4,963 crore as of March 2026. The board approved a final dividend of ₹3.6 per share, bringing the total dividend payout for FY26 to ₹8.4 per share, a 40% increase from the previous year.
The recruitment business saw standalone billings grow 10% to ₹811 crore in Q4 FY26, with revenue up 14% to ₹581 crore. Including Zwayam and DoSelect, billings grew 9% to ₹838 crore and revenue by 12% to ₹608 crore. Operating profit for the standalone recruitment segment increased by 22% YoY to ₹340 crore, with a 58% margin. For the full year FY26, standalone recruitment billings grew 10% to ₹2,374 crore and revenue by 14% to ₹2,256 crore. Operating profit was ₹1,277 crore (up 14% YoY) with a 57% margin. The JobSpeak Index grew 7-8% YoY for the full year.
The real estate segment (99acres) reported Q4 FY26 billings up 2% to ₹163 crore and revenue up 36% to ₹144 crore. A one-time reversal of a warranty provision related to lead-based products increased revenue by ₹20.5 crore for the quarter and the year. Operating profit in Q4 was ₹3 crore, with cash generated from operations at ₹22 crore. For FY26, billings grew 10% to ₹497 crore and revenue by 19% to ₹488 crore. Operating losses were ₹59 crore. 99acres strengthened its traffic leadership, with web traffic share growing to 49% in Q4 FY26. The company expects the business to turn cash-generative in FY27.
The matchmaking business (Jeevansathi) reported Q4 FY26 billings up 21% to ₹39 crore and revenue up 19% to ₹36 crore, incurring an operating loss of ₹3 crore. For FY26, Jeevansathi billings grew 28% to ₹142 crore and revenue by 26% to ₹138 crore, with an operating loss of ₹4 crore. The combined matchmaking portfolio (Jeevansathi and Aisle) reported ₹182 crore billings in FY26, a 29% YoY growth, with operating losses reduced to ₹15 crore.
The education business (Shiksha) saw Q4 FY26 billings decline 13% to ₹45 crore, while revenue grew 11% to ₹44 crore. Operating profit was ₹6 crore. For FY26, billings were ₹164 crore (up 1% YoY) and revenue grew 13% to ₹170 crore, with an operating profit of ₹13 crore. The business is investing in domestic counselling and AI-driven voicebots to counter headwinds from AI-driven search behaviour.
Info Edge's strategy for FY27 focuses on enhancing AI capabilities across all businesses to improve matching, personalization, and productivity. Investments in AI are expected to drive higher adoption and customer spending. Key priorities include scaling AI-powered features, developing AI-first products like AI-Rex, and deepening customer engagement. The company anticipates that AI will strengthen its platform's value proposition rather than pose a disintermediation risk.
What to do with a filing like this
Info Edge (India) Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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.