Info Edge (India), the parent company of Naukri.com and 99acres, reported an 87% year-on-year increase in consolidated net profit to ₹650 crore for the September 2026 quarter, according to The Economic Times. Consolidated operating revenue increased approximately 12% to ₹904 crore from ₹805 crore a year earlier, while higher other income also contributed to the increase in reported profit.
The company’s operating performance was supported by growth in its recruitment and real estate businesses. Standalone billings increased 12.8% to ₹822.3 crore, with Naukri’s recruitment solutions and 99acres both recording higher billings. However, performance across the wider portfolio remained mixed: the matchmaking businesses expanded, while education platform Shiksha continued to face pressure from declining traffic and billings.
Key Takeaways
- Net profit: Consolidated profit rose 87% year-on-year to ₹650 crore, according to The Economic Times.
- Revenue: Consolidated operating revenue grew approximately 12% to ₹904 crore.
- Other income: Increased to ₹428 crore from ₹162 crore, contributing significantly to reported profit growth.
- Standalone billings: Increased 12.8% to ₹822.3 crore in Q2 FY27.
- Naukri: Recruitment solutions billings rose 12.6% to ₹613.8 crore.
- 99acres: Billings increased 21.2% to ₹148.3 crore.
- Shiksha: Billings declined 27.2% to ₹20.5 crore as AI-driven search and traffic changes continued to affect the platform.
Info Edge Q2 FY27 Results at a Glance
The following figures combine the consolidated financial highlights reported by The Economic Times with the company’s previously published segment-wise standalone billing update. Revenue and profit figures should not be confused with billings, which measure a different aspect of business activity.
| Financial metric | Q2 FY27 | Comparison period | Reported change |
|---|---|---|---|
| Consolidated net profit | ₹650 crore | Q2 FY26 | +87% YoY |
| Consolidated operating revenue | ₹904 crore | ₹805 crore | Approximately +12% YoY |
| Other income | ₹428 crore | ₹162 crore | Increased |
| Standalone billings | ₹822.3 crore | ₹729 crore | +12.8% YoY |
| Recruitment solutions billings | ₹613.8 crore | ₹545 crore | +12.6% YoY |
| 99acres billings | ₹148.3 crore | ₹122.4 crore | +21.2% YoY |
Sources: The Economic Times and Business Standard.
Why Did Info Edge’s Profit Increase 87%?
Info Edge’s reported profit growth was supported by a substantial increase in other income alongside continued growth in its operating businesses.
According to The Economic Times, other income rose to ₹428 crore from ₹162 crore in the year-ago quarter. This income contributed to the increase in reported net profit, meaning the 87% profit growth should not be interpreted as equivalent growth in the company’s core operating business.
Other income can include returns and gains from financial investments and other non-core sources, depending on the company’s accounting disclosures. Investors should review the detailed financial statements to identify the precise components and assess whether they are recurring.
The underlying business also recorded higher revenue and improved operating performance. The company’s standalone billings grew across recruitment, real estate and matchmaking services, although not every business segment expanded.
The distinction matters because operating growth is generally more directly connected to customer demand for a company’s products and services, while investment-related income and other non-operating items can fluctuate considerably between quarters.
Naukri Recruitment Business Continues to Expand
Naukri remains a central business for Info Edge, connecting employers with job seekers through recruitment listings, employer subscriptions and related hiring solutions.
The recruitment solutions segment recorded standalone billings of ₹613.8 crore in Q2 FY27, up 12.6% from ₹545 crore in Q2 FY26. This made recruitment the largest contributor to the company’s reported standalone billings.
Management previously indicated that differences in the timing of customer renewals affected the quarterly comparison. After adjusting for these timing effects, the company estimated underlying recruitment billings growth at approximately 14–15% year-on-year.
For the first half of FY27, recruitment solutions billings reached ₹1,166.5 crore, compared with ₹1,015.3 crore a year earlier, an increase of 14.9%.
Info Edge has also reported increased adoption of its business-to-business AI products, including AI-Rex and Talent Pulse. These offerings are intended to support recruitment workflows and help the company expand its services beyond conventional job listings.
The next important indicators will include employer demand, renewal trends, adoption of premium products and whether recruitment billings growth can remain steady across subsequent quarters.
99acres Records 21.2% Billings Growth
The company’s real estate platform, 99acres, delivered one of the strongest growth rates among its major operating segments.
Billings increased 21.2% year-on-year to ₹148.3 crore in Q2 FY27 from ₹122.4 crore in the same quarter last year. The growth was also faster than the 16.5% increase reported in the preceding quarter’s business update.
The platform connects property buyers and renters with developers, brokers and property owners. Its commercial performance depends on factors including property-market activity, paid listings, advertising and the willingness of real estate professionals to spend on online visibility.
The improvement in billings is relevant because Info Edge has been investing in the platform’s growth and profitability. Business Standard’s analysis of the company’s Q2 update noted that 99acres was approaching breakeven, although the full financial results and subsequent management commentary are needed to assess its progress.
Continued growth could help diversify Info Edge’s operating contribution beyond recruitment. However, billings growth alone does not establish that the segment has achieved sustained profitability.
Matchmaking Businesses Grow, but Shiksha Faces Pressure
Info Edge’s other digital platforms delivered mixed results during the quarter.
| Business segment | Q2 FY27 billings | Q2 FY26 billings | YoY change |
|---|---|---|---|
| Jeevansathi | ₹39.7 crore | ₹33.5 crore | +18.4% |
| Aisle | Growth reported | — | +40.0% |
| Combined matchmaking | — | — | +23.1% |
| Shiksha | ₹20.5 crore | ₹28.1 crore | -27.2% |
Source: Info Edge’s Q2 business update, reported by Business Standard.
Jeevansathi recorded 18.4% growth in billings, while dating platform Aisle reported a 40% increase. Together, the matchmaking businesses delivered 23.1% growth, indicating continued expansion in these smaller digital services.
Shiksha, by contrast, recorded a 27.2% decline in billings. The company has attributed pressure on the education platform’s traffic and billings partly to AI-powered search services that answer users’ questions directly, reducing the need to click through to education websites.
This challenge illustrates how the spread of generative AI can affect businesses that rely on search-engine referrals. Info Edge has been working to adapt Shiksha’s business model, but the transition may take time.
What the Results Mean for Info Edge
The Q2 performance highlights two different drivers of Info Edge’s financial results: the operating performance of its digital platforms and income generated outside its core operations.
Recruitment remains the largest segment by billings, while 99acres is recording faster growth. The matchmaking platforms are also expanding, although Shiksha’s decline shows that changes in online discovery and search behavior can create pressure on parts of the portfolio.
The increase in other income is another important consideration. A strong headline profit figure can reflect both business growth and changes in investment-related or other non-core income. Investors evaluating earnings quality should examine operating revenue, operating profit, margins, cash flow and the composition of other income alongside net profit.
The company’s investment portfolio can also affect consolidated earnings and valuation. As a result, quarter-to-quarter profit movements may not always reflect changes in the demand for Naukri’s recruitment services or 99acres’ property listings.
The Bigger Picture
Info Edge’s results show how an established internet-platform company can combine a large recruitment business with newer growth opportunities in real estate, matchmaking and other digital services. Naukri provides a significant operating base, while 99acres’ faster billings growth offers a potential additional contributor to future performance.
At the same time, the pressure on Shiksha demonstrates that digital businesses must adapt as AI changes how people discover information online. For investors, the key question is whether growth across the major platforms can translate into sustained operating profitability, rather than relying on changes in other income to drive reported earnings.
FAQs
1. What was Info Edge’s Q2 FY27 net profit?
The Economic Times reported consolidated net profit of ₹650 crore for the September 2026 quarter, an increase of 87% year-on-year.
2. How much did Info Edge’s revenue grow?
Consolidated operating revenue increased approximately 12% to ₹904 crore from ₹805 crore in Q2 FY26, according to The Economic Times.
3. How did Naukri perform in Q2 FY27?
Naukri’s recruitment solutions billings rose 12.6% year-on-year to ₹613.8 crore. Management estimated underlying growth of approximately 14–15% after adjusting for differences in customer renewal timing.
4. How much did 99acres billings increase?
99acres billings increased 21.2% year-on-year to ₹148.3 crore, compared with ₹122.4 crore in the year-ago quarter.
5. Why did Shiksha’s billings decline?
Shiksha’s billings fell 27.2% to ₹20.5 crore. Info Edge has said AI-powered search experiences are reducing referral traffic to the education platform, putting pressure on its existing business model.
Looking Ahead
Investors will watch whether Info Edge can maintain growth in recruitment and 99acres while improving the profitability of its broader digital portfolio. Recruitment renewal trends, demand for AI-enabled hiring products, real estate-platform margins and the recovery of Shiksha will be important operating indicators in the coming quarters.
The quality and sustainability of reported earnings will also matter. With other income rising substantially, the detailed financial statements and management’s commentary will help clarify how much of the profit increase came from core operations and how much came from other sources. The company’s ability to convert platform growth into durable operating earnings will remain a central factor in assessing its financial performance.
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