Info Edge (India)'s Q1 FY 2025-26 Quarterly Results

Result Summary

• Info Edge (India) Ltd reported a 24.2% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 21.3%.
• Its expenses for the quarter were up by 20.1% QoQ and 16.4% YoY.
• The net profit increased 289.8% QoQ and increased 32.4% YoY.
• The earnings per share (EPS) of Info Edge (India) Ltd stood at 4.6 during Q1 FY 2025-26.

Financial Statments for Q1 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Info Edge (India) Ltd is a prominent player in the Indian internet industry, primarily known for its online classifieds businesses across various categories such as recruitment, matrimony, real estate, and education. The company's flagship product is Naukri.com, a leading job portal in India. Other significant platforms under its umbrella include 99acres.com for real estate, Jeevansathi.com for matrimony, and Shiksha.com for education-related services. Info Edge has also made substantial investments in internet startups, including Zomato, PolicyBazaar, and others. These investments have positioned the company strategically within the growing digital economy in India. Recent developments include increased focus on expanding its product offerings and strengthening its technological infrastructure to enhance user experience.

Revenue

In Q1FY26, Info Edge reported a total income of ₹1004.08 crores, marking a significant increase of 24.2% quarter-over-quarter (QoQ) compared to Q4FY25, where the total income was ₹808.72 crores. On a year-over-year (YoY) basis, this represents a 21.3% increase from Q1FY25, where the income was ₹827.92 crores. The growth in revenue highlights the company's ability to enhance its market presence and demand for its services across its various business segments. This revenue performance indicates an upward trajectory in the company's financial performance over the past year, driven by its diversified service offerings and strategic investments.

Profitability

The profitability of Info Edge in Q1FY26 shows marked improvement. The profit before tax (PBT) for the quarter was ₹435.58 crores, representing a substantial QoQ growth of 145.5% from ₹177.42 crores in Q4FY25. Compared to Q1FY25, the PBT increased by 26.0%, from ₹345.82 crores. Profit after tax (PAT) also saw a significant rise in Q1FY26, reaching ₹342.86 crores, which is a 289.8% increase QoQ from ₹87.96 crores in Q4FY25, and a 32.4% increase YoY from ₹258.86 crores in Q1FY25. The tax expense for Q1FY26 was ₹88.20 crores, which is an 18.4% increase QoQ and a 20.8% increase YoY. These metrics reflect robust profitability growth over both quarters and the year, indicating efficient cost management and enhanced revenue generation.

Operating Metrics

Examining the operating metrics, Info Edge's total expenses for Q1FY26 were ₹563.86 crores, reflecting a 20.1% increase QoQ from ₹469.32 crores in Q4FY25 and a 16.4% increase YoY from ₹484.58 crores in Q1FY25. Despite the rise in expenses, the company achieved significant profit growth, suggesting effective operational strategies. The earnings per share (EPS) for Q1FY26 stood at ₹4.60, showing a slight QoQ decrease of 2.1% from ₹4.70 in Q4FY25, and a significant YoY decrease of 74.3% from ₹17.90 in Q1FY25. This decline in EPS indicates variations in the company's share valuation or distribution policies over the year. The financial performance in terms of operational efficiency and profitability showcases the company's capacity to scale its operations while managing costs effectively.