Info Edge Q4FY26: Revenue up 16%, margin widens

Stock jumps after quarterly print

Shares of Info Edge (India) rose more than 6% after the company reported results for the January to March quarter of fiscal 2026 (Q4FY26). The move highlighted a stronger operating performance in the quarter, with growth in revenue and sharper profitability. The company is known for its consumer internet businesses, including its recruitment platform.

At around 01:55 PM, the stock was trading at ₹953.55, up 3% compared with the previous close of ₹926.25. The price action reflected active trading through the session following the earnings release. The report came as investors focused on operating leverage and margin expansion.

Q4FY26 revenue rises to ₹869 crore

For Q4FY26, Info Edge reported revenue from operations of ₹869 crore. This was up 16% from ₹750 crore in the year-ago period. The year-on-year increase suggested steady growth in the company’s operating lines during the quarter.

The report also included a sequential comparison, stating that revenue was nearly 4% higher than ₹722 crore reported in the October to December quarter of FY25. While the timeline references differ across sources in the provided material, the sequential figure indicates the company delivered a modest quarter-on-quarter rise in operating revenue.

EBITDA grows 34% and margin expands

Profitability improved more sharply than revenue. EBITDA grew 34% to ₹333 crore, compared with ₹248 crore in the year-ago quarter. The faster growth in EBITDA indicates operating costs grew at a slower pace than revenue.

The EBITDA margin expanded to 38.3% from 33.1% a year earlier. Margin expansion of this scale is often a key focus for market participants tracking consumer internet firms where advertising, product development, and sales costs can swing profitability.

Net profit up 22% year-on-year

Info Edge reported net profit of ₹565.7 crore for Q4FY26. This represented a 22% year-on-year rise from ₹463.3 crore in Q4FY25. The increase in profit, along with the margin expansion, formed the core of the market’s reaction.

The material also states that, on a sequential basis, profit after tax surged 91% compared with ₹243 crore in Q3FY25. Taken together with the revenue and EBITDA data, the quarter showed a combination of steady top-line growth and stronger bottom-line expansion.

Key numbers at a glance

Context from FY25: profit and exceptional items

Separately, a May 27 PTI report in the provided material described FY25 results where consolidated net profit for the quarter ended March 31, 2025 rose to ₹463.3 crore, aided by an exceptional gain of ₹25.5 crore. The same PTI report stated revenue from operations for that quarter was ₹749.6 crore, up 14% year-on-year from ₹657.4 crore.

For the full fiscal 2024-25, the PTI report said Info Edge posted profit of ₹962 crore, up 67.2% over ₹575.2 crore in the previous fiscal year, and revenue from operations rose 12.3% to ₹2,849.5 crore.

Longer-term operating trend cited in the material

The provided material also referenced an operating trend for Info Edge’s standalone business over FY20 to FY24. It stated net revenue grew at a CAGR of 17.0% from ₹1,272.7 crore in FY20 to ₹2,381.0 crore in FY24. Over the same period, operating profits were cited as growing at a CAGR of 25.2% from ₹354.7 crore in FY20 to ₹871.2 crore in FY24.

For FY24 specifically, it said revenue from operations increased by 10.3% to ₹2,381.0 crore and billings increased by 5.5% to ₹2,495.9 crore.

Analyst notes and mixed market reactions in other reports

The material includes references to brokerage expectations and post-result price moves from different periods. It mentions an ICICI Securities view that Q3 PAT was seen up 7.9% year-on-year to ₹280 crore, and an Edelweiss note that Q4 PAT was seen up 3.8% quarter-on-quarter to ₹73 crore. It also references a report stating the stock climbed 4% to hit a record high after a Q4 show, alongside a note that CLSA raised its target.

In another instance cited, shares fell 1.4% to ₹1,455 on the NSE after an earnings announcement, and a separate trading update said the stock ended 0.37% lower at ₹1,467.80 on the BSE. These references indicate that market reactions have varied across quarters depending on the mix of operating performance, other income, and exceptional items.

Snapshot of trading metrics cited

The provided material also carried a market snapshot: market capitalisation of ₹63,412 crore, a current price of ₹978, and a 52-week high and low of ₹1,550 and ₹930, respectively. Such figures are typically used by investors to frame price performance and valuation context alongside earnings.

Why the Q4FY26 print matters

The Q4FY26 numbers were marked by a clear improvement in operating profitability, with EBITDA growth outpacing revenue growth and margins expanding to 38.3%. For investors, this combination often signals stronger cost control or better monetisation during the period.

The quarter also delivered a year-on-year increase in net profit to ₹565.7 crore. With the stock moving sharply on the day, the results placed renewed focus on the company’s ability to sustain revenue growth while protecting margins.

Conclusion

Info Edge’s Q4FY26 update triggered a sharp move in the stock as revenue rose to ₹869 crore and EBITDA margin expanded to 38.3%, alongside higher year-on-year profit. Investors are likely to track whether the margin improvement seen this quarter is sustained in subsequent results and business updates.