Info Edge Q4FY26: revenue up 16%, stock jumps 6%

Why Info Edge results mattered this quarter

Shares of Info Edge (India) Ltd, the parent of Naukri.com, moved sharply higher after the company reported its January to March quarter (Q4FY26) numbers. The stock gained more than 6% in trade following the update. Investors focused on a combination of steady top-line growth, faster operating profit growth, and stronger margins. The quarter also included a large swing in comprehensive income due to fair value changes in investments, a line item that has been material for Info Edge in recent years. The results also carried signals on the pace of growth in the company’s consumer internet businesses such as 99acres and Jeevansathi.

Stock reaction: over 6% jump, ₹985 intraday high

Info Edge shares rose more than 6% on Friday after the results. The stock touched an intraday high of ₹985 per share on the National Stock Exchange, up 6.34% during the session. The move came after the company reported a year-on-year increase in consolidated net profit for the March 2026 quarter. The market response suggested that operating performance and margin expansion were the key takeaways for traders.

Consolidated Q4FY26: revenue ₹869 crore, EBITDA ₹333 crore

For the March 2026 quarter, Info Edge reported consolidated revenue from operations of ₹869 crore, up 16% from ₹750 crore in the year-ago period. EBITDA increased 34% to ₹333 crore from ₹248 crore a year earlier. EBITDA margin expanded to 38.3% from 33.1% in the corresponding quarter last year, as reported by CNBC-TV18. On the profit line, the company reported consolidated net profit of ₹565.7 crore for the quarter, compared with ₹463.3 crore in the same period last year, translating into a 22% rise.

Standalone performance: stronger operating margin and cash generation

Info Edge also reported standalone performance indicators that pointed to sharp operating leverage. Standalone revenue from operations stood at ₹805.1 crore for the quarter ended March 31, 2026, registering 17.2% year-on-year growth. Operating profit for the quarter rose 39.4% YoY to ₹322.7 crore. Operating margin expanded to 40.1% in Q4FY26 on the standalone business. The company also reported cash from operations (before taxes) of ₹621.1 crore during the quarter, highlighting continued cash generation.

Margin expansion stood out in Q4FY26

The quarter showed a clear improvement in profitability metrics at both the consolidated and standalone level. Consolidated EBITDA margin improved to 38.3% from 33.1% a year earlier. On the standalone side, the operating margin was reported at 40.1% for Q4FY26. The company also disclosed a quarter-on-quarter EBITDA margin of 38.4% compared with 35.92% in the previous quarter. Together, these numbers pointed to cost discipline and improved mix, alongside growth across businesses.

Consumer internet platforms: 99acres turns EBIT positive

Info Edge said its consumer internet platforms continued to show steady growth during the quarter. Real estate portal 99acres posted 36% revenue growth and turned EBIT positive during the quarter, according to CNBC-TV18. The company also said both 99acres and matrimonial platform Jeevansathi gained market share in the period. These disclosures are important because Info Edge’s non-recruitment businesses have historically been investment-heavy, and any progress on profitability can influence how investors read through the consolidated margin profile.

Investment portfolio impact: comprehensive loss still large

Alongside the operating performance, Info Edge reported investment-related volatility through fair value changes. At the consolidated level, net sales were reported at ₹869 crore in Q4FY26 versus ₹749.6 crore in the corresponding quarter last year. Profit before tax, excluding exceptional items, came in at ₹798.5 crore compared to ₹716.1 crore a year ago. However, the company reported a consolidated comprehensive loss of ₹6,217.2 crore in Q4FY26, compared to a loss of ₹9,710 crore in Q4FY25. The company attributed the outcome largely to fair value changes in investments.

Key numbers snapshot (all ₹ crore)

Market impact: what investors are reacting to

The over-6% stock move followed a combination of higher revenue, faster EBITDA growth, and improved margins. Consolidated profitability expanded meaningfully year-on-year, with EBITDA up 34% on 16% revenue growth, indicating operating leverage. The reported market share gains for 99acres and Jeevansathi, along with 99acres turning EBIT positive, added to confidence around the consumer internet portfolio. At the same time, the comprehensive loss number underlined that fair value changes in investments can materially affect reported comprehensive income, even when operating performance is improving.

Conclusion: strong operating quarter, investment swings remain

Info Edge’s Q4FY26 update showed steady revenue growth and sharp margin expansion, alongside a 22% rise in consolidated net profit. The quarter also highlighted improving momentum in consumer internet businesses, particularly 99acres. But the large comprehensive loss reinforced that mark-to-market changes in the investment portfolio can continue to dominate headline comprehensive income. Investors will likely track upcoming disclosures for continued operating momentum and any further movement in investment valuations.