Date: October 8, 2026

Financial Results (Standalone Billings)

Standalone billings for Q2 FY27 (quarter ended September 30, 2026) and H1 FY27 (six months ended September 30, 2026) along with comparative figures:

Quarter Ended September 30, 2026 vs 2025:

  • Recruitment Solutions: ₹613.8 crore (vs ₹545.0 crore) - 12.6% YoY growth
  • 99acres: ₹148.3 crore (vs ₹122.4 crore) - 21.2% YoY growth
  • Jeevansathi: ₹39.7 crore (vs ₹33.5 crore) - 18.4% YoY growth
  • Shiksha: ₹20.5 crore (vs ₹28.1 crore) - -27.2% YoY decline
  • Info Edge Standalone Total: ₹822.3 crore (vs ₹729.0 crore) - 12.8% YoY growth

Six Months Ended September 30, 2026 vs 2025:

  • Recruitment Solutions: ₹1,166.5 crore (vs ₹1,015.3 crore) - 14.9% YoY growth
  • 99acres: ₹258.4 crore (vs ₹216.8 crore) - 19.2% YoY growth
  • Jeevansathi: ₹79.3 crore (vs ₹68.2 crore) - 16.3% YoY growth
  • Shiksha: ₹55.1 crore (vs ₹72.9 crore) - -24.5% YoY decline
  • Info Edge Standalone Total: ₹1,559.3 crore (vs ₹1,373.2 crore) - 13.5% YoY growth

Key Performance Highlights

Info Edge Standalone:

  • Management estimates underlying standalone billings growth in Q2 at approximately 14% YoY after adjusting for renewal timing differences in Recruitment business

Recruitment Solutions:

  • Billings vary quarter-to-quarter due to timing of customer renewals
  • Management estimates underlying growth in Q2FY27 at approximately 14-15% YoY (vs reported 12.6%)
  • Q1FY27 underlying growth was approximately 15% (reported growth 17.5%)
  • H1FY27 billings grew 14.9% YoY
  • Adoption of B2B AI products increased, particularly AI-Rex and Talent Pulse, with growth in new customer sign-ups and revenue contribution

Real Estate (99acres):

  • Q2FY27 billings grew 21.2% YoY (vs 16.5% YoY in Q1FY27)
  • Platform's share of category traffic remained stable with web time-share of 49% and app time-share of 59% for July and August 2026 (source: SimilarWeb)

Matchmaking & Education:

  • Jeevansathi billings grew 18.4% YoY in Q2FY27
  • Aisle billings grew 40.0% YoY in Q2FY27
  • Combined matchmaking billings growth reached 23.1% YoY
  • Shiksha's traffic and billings under pressure due to AI-driven search answering user queries directly and reducing search referrals
  • Business adapting model and introducing new offerings to reduce dependence on search
  • Transition expected over medium term as initiatives scale
  • Billings growth likely to remain under pressure in interim

Important Notes

The above unaudited numbers for the quarter and six months ended September 30, 2026 are being released ahead of the official announcement of the financial results and are subject to review and approval by the Audit Committee, Board of Directors and Statutory Auditors of the Company.