Info Edge Q4FY26 results: revenue up 16%, margins expand

Market reaction: stock jumps after Q4FY26 print

Shares of Info Edge (India) Ltd, the parent company of Naukri.com, gained sharply after the company reported its January to March quarter results for fiscal 2026 (Q4FY26). The stock jumped over 6% after the results were released, reflecting a positive reaction to the company’s operating performance and margin expansion. At around 01:55 PM, Info Edge stock was trading at ₹953.55, up 3% compared to the previous session’s close of ₹926.25. The move placed focus on how much of the quarter’s performance came from operating leverage and how much was driven by business momentum.

Q4FY26 consolidated performance: revenue and EBITDA rise

For the March 2026 quarter, Info Edge reported revenue from operations of ₹869 crore, up 16% from ₹750 crore in the year-ago period. Over the same period, EBITDA grew 34% to ₹333 crore compared with ₹248 crore a year earlier. The company’s EBITDA margin expanded to 38.3%, up from 33.1% in the year-ago quarter. These figures indicate that profitability improved faster than topline growth during the period.

Standalone Q4FY26 numbers: stronger margins and operating profit

Alongside the consolidated snapshot, the company also reported a strong standalone operating performance for the quarter ended March 31, 2026. Standalone revenue from operations came in at ₹805.1 crore, a 17.2% year-on-year increase. Operating profit for the quarter rose 39.4% YoY to ₹322.7 crore, with operating margin expanding to 40.1% in Q4FY26. The margin performance was also supported sequentially, with the EBITDA margin at 38.4% quarter-on-quarter, compared with 35.92% in the previous quarter.

Why margins mattered this quarter

The quarter stood out because margin expansion was specifically called out across both consolidated and standalone views. On the consolidated side, the EBITDA margin moved up to 38.3% from 33.1% a year ago. On the standalone side, the operating margin reached 40.1%, and the quarter-on-quarter EBITDA margin improved to 38.4% from 35.92%. For investors, these metrics often serve as a quick check on whether growth is translating into operating leverage.

Full-year FY26 snapshot: steady growth in revenue and profit

For the full financial year FY26, Info Edge reported standalone revenue from operations of ₹3,052 crore, up 15% year-on-year. Over the same period, standalone operating profit increased 16.9% to ₹1,137.7 crore. The full-year numbers matter because they reduce the risk of over-reading a single quarter and provide context on whether momentum is consistent across the year.

Mixed quarter references in market commentary

The broader market narrative around Info Edge results has also included references to other quarterly figures in circulation, including revenue of ₹608.3 crore for a “Q4” period cited in market notes, along with a reported profit number of ₹210.9 crore in that same update. In the same set of notes, Naukri revenues were cited at ₹452.3 crore, 99acres at ₹92.6 crore, and other verticals at ₹63.4 crore, with an EBITDA margin referenced at 40.6%. Since these figures are presented separately from the Q4FY26 consolidated and standalone totals above, investors typically map them to the specific filing or period they relate to before comparing like-for-like performance.

Key reported figures at a glance

Market impact: what investors will track next

The immediate market response suggests investors focused on two signals: the double-digit revenue growth and the pace of margin expansion. Q4FY26 consolidated EBITDA growth of 34% versus revenue growth of 16% points to a quarter where operating profitability improved faster than topline growth. On the standalone side, operating profit growth of 39.4% on revenue growth of 17.2% reinforces the same pattern.

Analysis: why Q4FY26 is being read as an operating leverage quarter

The Q4FY26 print brings the discussion back to operating leverage, with margins moving higher on both consolidated and standalone bases. The consolidated EBITDA margin rose to 38.3%, while the standalone operating margin reached 40.1%. The year-on-year step-up in profitability, alongside FY26 growth in revenue (₹3,052 crore) and operating profit (₹1,137.7 crore), frames the quarter as part of a broader year where profitability kept pace with growth.

Conclusion

Info Edge’s Q4FY26 numbers combined steady revenue growth with sharper gains in profitability, and the stock moved higher in response. Investors will now look for continuity in growth across recruitment and non-recruitment businesses and whether margins remain at the elevated levels reported in Q4FY26.