Info Edge Q1FY26 Results: Revenue up 17%, stock +4%

What changed in Info Edge’s June-quarter results

Info Edge (India) Ltd, categorised under internet and catalogue retail, reported its Q1 FY26 performance for the quarter ended June 30, 2025. The company’s consolidated revenue from operations rose to ₹790.9 crore in Q1 FY26 from ₹676.7 crore in Q1 FY25, according to figures cited in the provided disclosures. Net consolidated total income was reported at ₹1,004.07 crore, up from ₹827.92 crore in the year-ago quarter. Consolidated profit after tax (PAT) was stated at ₹342.85 crore versus ₹258.85 crore a year earlier, implying a 32.45% year-on-year increase. Separately, the company’s profit before tax (without exceptional items) was reported at ₹435.7 crore compared with ₹329.4 crore in Q1 FY25. The data set also mentions total comprehensive income of ₹7,918.2 crore in Q1 FY26 versus ₹3,582.6 crore in Q1 FY25.

Consolidated revenue, income, and profit numbers in focus

The June-quarter results show improvement across the company’s top line and profit metrics on a consolidated basis. Revenue from operations increased by about 17% to ₹790.9 crore, aligning with the Q1 FY25 base of ₹676.7 crore. Total income, as reported, reached ₹1,004.07 crore, reflecting a 21.28% rise from ₹827.92 crore in the corresponding period. PAT rose to ₹342.85 crore from ₹258.85 crore in Q1 FY25. The combination of higher income and profit metrics positioned the quarter as a stronger year-on-year comparison on the reported numbers. The company also referenced an 11% improvement in EPS amid what it described as macro uncertainty.

Standalone performance: billings, revenue, operating profit, EPS

On a standalone basis, Info Edge reported billings of ₹644.2 crore for the quarter ended June 30, 2025, up 11.18% year-on-year from ₹579.4 crore. Standalone revenue was cited at ₹736 crore, reflecting 15% year-on-year growth, with one segment note stating revenue from operations rose 15.3% to ₹736 crore. Operating profit was reported at ₹250 crore, with an operating profit margin of 34%. EPS was reported at ₹4.01, up 11.5% year-on-year. These standalone indicators were presented alongside narrative commentary that the quarter delivered “steady growth” despite uncertainty.

Segment trends: recruitment, matrimony, and 99acres

Within standalone segments, the recruitment business was described as resilient, with recruitment revenue reported at ₹542 crore, up 15% year-on-year. The same segment was reported to have a 53% operating profit margin in the quarter. Another disclosure noted the recruitment business billings grew 9%, and a separate line referenced billings growing 9% to ₹470 crore, consistent with that theme. The non-recruitment portfolio, comprising 99acres, Jeevansathi, and Shiksha, was reported to have combined billings growth of 17.6%. In the matrimony division, billings were reported at ₹35 crore, up 36%, and the division reached break-even at the operating level.

99acres revenue and loss before tax

The 99acres segment’s revenue was reported at ₹110.69 crore in Q1 FY26, up from ₹98.79 crore in Q1 FY25, translating into 12.05% growth. The same segment recorded a loss before tax of ₹18.72 crore during the quarter. These segment details add context to how the non-recruitment portfolio contributed to the quarter, even as profitability varied by vertical.

Cash position and management commentary

Chintan Thakkar, director and chief financial officer, was cited as pointing to macro uncertainty during the quarter while highlighting steady growth and an 11% improvement in EPS. The company’s cash balance was stated at ₹4,828 crore, alongside sustained cash generation. The disclosure framed this cash position as supporting the company’s ability to manage periods of uncertainty.

Info Edge share price movement: intraday high near ₹1,465

Info Edge shares rose sharply in Tuesday’s trading session, with the stock gaining nearly 4% during the day. The stock opened at ₹1,397.55 on the BSE and hit an intraday high of ₹1,465 per share. Another update reported the stock climbed 4.45% to the day’s high of ₹1,465 and that it was up 7.33% over two consecutive sessions. The move was linked by market commentary to developments around Eternal (formerly Zomato), given Info Edge’s significant equity holding.

Eternal’s results and the spillover effect on sentiment

The rally in Info Edge shares was described as a cascading effect triggered by Eternal’s Q1 FY26 results. The provided data states Eternal reported a 90.12% year-on-year decline in consolidated net profit for the June 2025 quarter, while revenue surged 70.40% year-on-year, driven primarily by quick commerce momentum at Blinkit. Eternal’s B2C Net Order Value (NOV) was reported to have risen 55% year-on-year to ₹20,183 crore, with quick commerce overtaking food delivery for the first time. Consolidated adjusted revenue was reported at ₹7,563 crore, up 67% year-on-year. The market optimism around Eternal was said to have indirectly benefited Info Edge as an early investor.

Key numbers at a glance

Market impact and why investors tracked this update

The quarter combined a set of company-specific performance metrics with a stock move influenced by affiliate sentiment. On the fundamentals, investors had fresh reference points for consolidated revenue growth to ₹790.9 crore and PAT of ₹342.85 crore for the June quarter. The standalone indicators also highlighted billings growth to ₹644.2 crore and operating profit of ₹250 crore at a 34% margin. On the trading side, Info Edge’s intraday move to ₹1,465 was linked to Eternal’s results and market momentum, reflecting how holdings and associate performance can influence near-term sentiment. A derivatives analyst at Motilal Oswal Financial Services was cited attributing the recent movement to the cascading effect from Eternal.

Conclusion

Info Edge’s Q1 FY26 update combined higher consolidated revenue and profit with a strong standalone billings print and a stated cash balance of ₹4,828 crore. The stock’s near-4% rise, with an intraday high of ₹1,465, was also tied to renewed market optimism around Eternal after its Q1 FY26 disclosures. Investors are likely to keep watching subsequent company filings for updates on segment profitability, recruitment billings trends, and how non-recruitment businesses like 99acres and Jeevansathi evolve after the June quarter.