Info Edge Q4FY26 revenue climbs 6%; FY26 up 15% YoY

The headline numbers investors are tracking

Info Edge (India) Ltd reported an improvement in revenue from operations in Q4FY26, with sequential growth on both standalone and consolidated bases. The company also disclosed full-year FY26 revenue from operations growth of about 15% year-on-year. These numbers matter for investors tracking demand trends across the company’s digital classifieds portfolio, especially recruitment, real estate, and matrimony. Separately, the company’s FY25 annual report and quarterly disclosures for FY25 provide more context on profitability, cash generation, and auditor observations. Across these disclosures, the auditor review reports for both standalone and consolidated unaudited financial results were described as clean, with no material misstatements.

Q4FY26: standalone revenue from operations rises 5.31% QoQ

On a standalone basis, revenue from operations in Q4FY26 stood at ₹805.10 crore. This compares with ₹764.55 crore in Q3FY26, implying a 5.31% quarter-on-quarter increase. Year-on-year, Q4FY26 standalone revenue from operations increased 17.22% from ₹687.09 crore in Q4FY25. The data indicates a stronger year-on-year pace than sequential growth, suggesting that the base quarter (Q4FY25) was materially lower than the latest quarter.

While the disclosure does not break out segments for FY26 in the provided data, Info Edge has historically reported its performance across recruitment solutions (Naukri), real estate (99acres), matrimony (Jeevansathi), and other investments. For readers, the key takeaway from the Q4FY26 standalone revenue trend is that topline momentum remained positive both sequentially and annually.

Q4FY26: consolidated revenue from operations up 6.05% QoQ

On a consolidated basis, revenue from operations for Q4FY26 was ₹869.01 crore. This was higher than ₹819.41 crore in Q3FY26, translating into 6.05% quarter-on-quarter growth. Compared with Q4FY25 consolidated revenue from operations of ₹749.63 crore, Q4FY26 revenue grew 15.93% year-on-year.

The consolidated view captures operating subsidiaries and investments that are not reflected in standalone numbers. The Q4FY26 gap between consolidated and standalone revenue suggests that subsidiaries contributed meaningful incremental revenue, although the provided data does not specify which businesses drove the difference.

FY26: revenue from operations grows about 15% year-on-year

For the full year, standalone revenue from operations was reported at ₹3,052.03 crore in FY26. This compares with ₹2,653.61 crore in FY25, implying year-on-year growth of 15.01%.

On a consolidated basis, FY26 revenue from operations was ₹3,284.73 crore, versus ₹2,849.55 crore in FY25. This represents year-on-year growth of 15.27%. The near-similar growth rates between standalone and consolidated FY26 numbers indicate broadly consistent expansion across the group in aggregate.

FY25 annual report: net revenue, other income, and operating PBT

In its annual report for the year ended March 31, 2025, Info Edge reported standalone net revenue of ₹2,653.61 crore in FY25 versus ₹2,380.96 crore in FY24. Consolidated net revenue was ₹2,849.55 crore in FY25 versus ₹2,536.34 crore in FY24.

The same disclosure showed other income at ₹313.78 crore on a standalone basis in FY25 (FY24: ₹259.18 crore). On a consolidated basis, other income was ₹1,073.25 crore in FY25 (FY24: ₹413.74 crore). The increase in consolidated other income was a major moving part in total income for the year.

Operating profit before tax (PBT) on a consolidated basis was reported at ₹724.40 crore in FY25, compared with ₹574.88 crore in FY24. Total comprehensive income in FY25 was reported at ₹4,877.39 crore, compared with ₹16,965.09 crore in FY24, highlighting large year-to-year swings in comprehensive income.

FY25 performance snapshot: billings, margins, cash, and dividends

Another FY25 performance summary disclosed total revenue of ₹2,654 crore, representing 11% annual growth, and total billings of ₹2,882 crore, up 15% year-on-year. Operating profit for FY25 was stated at ₹973 crore, with an operating margin of 37%. Cash from operations for FY25 was reported at ₹1,318 crore, reflecting 16% growth.

The same set of data stated earnings per share (EPS) at ₹77 pre-split and ₹15 post-split, indicating 17% year-on-year growth. Cash reserves as of March 2025 were reported at ₹4,786 crore. The proposed final dividend was ₹18 per share before the split and ₹3.6 per share after the split. Total dividend for FY25 was stated at ₹30 per share pre-split and ₹6 per share post-split, representing a 36% increase from the prior year.

FY25 quarter detail: Q4FY25 and Q3FY25 disclosures

In Q4FY25, consolidated revenue from operations was disclosed at ₹749.60 crore, up 14% year-on-year. Profit after tax attributable to equity holders surged 666% year-on-year to ₹463.40 crore, and basic EPS after exceptional items increased to ₹7.16. Standalone billings were reported at ₹984 crore, up 19% year-on-year, and standalone revenue from operations was disclosed at ₹687.10 crore.

For Q3FY25, a standalone snapshot reported revenue from operations at ₹672 crore, billings of ₹668 crore, operating profit of ₹263 crore, and cash from operations (before taxes) of ₹346 crore. It also reported a standalone cash balance of ₹4,290 crore as of Dec 31, 2024, EPS of ₹20.06, and employee count of 5,883. On the consolidated side for Q3FY25, net sales were ₹722 crore, total comprehensive income was ₹3,182 crore, and profit before tax (without exceptional items) was ₹417 crore (Q3FY24: ₹185 crore).

Operational metrics: customers, profitability, and cash generation

The disclosures also referenced a 28.8% increase in revenue to ₹109.80 crore for a specific business line (as presented in the provided text), alongside a billed customer count growing 11.2% during the year to over 128,000 corporate clients. It also stated strong profitability with an operating PBT margin of 56.3%, and cash generation from operations of ₹1,344.50 crore. Operational performance was also described as improving significantly, with operating losses reducing by 79.8% year-on-year.

These operating metrics add colour beyond reported revenue, particularly on customer scale and operating leverage. However, the provided data does not map these metrics to specific segments in a way that allows a precise segment-wise attribution.

Key financial data at a glance

What the clean audit commentary signals

The auditor’s review reports for both standalone and consolidated unaudited financial results were stated to be clean with no material misstatements. For investors, clean review language typically reduces uncertainty around reported numbers and disclosures, particularly when quarterly and annual performance updates include large movements in items such as other income and total comprehensive income.

At the same time, the financial data set includes a mix of operating metrics (revenue, billings, operating profit) and comprehensive income lines that can swing materially depending on market-linked gains or losses. This makes it important to separate operating performance indicators like revenue from operations, billings, and operating profit from broader income measures.

Conclusion

Info Edge’s disclosed revenue from operations rose in Q4FY26 on both standalone and consolidated bases, and FY26 revenue grew about 15% year-on-year. FY25 disclosures provide added context on operating profit, cash generation, dividend levels, and quarterly trends such as Q4FY25 profitability and Q3FY25 operating margins. The company’s clean auditor review commentary, alongside detailed annual report tables, helps investors assess these results with greater confidence as the next set of financial updates arrives.