• Type of Event: The document is a regulatory filing containing the transcript of an Earnings Conference Call held post the declaration of financial results for the quarter and half year ended September 30, 2026 (Q2 FY27).
  • Date and Time: The conference call was held on Wednesday, October 28, 2026, at 4:00 pm IST.
  • Purpose: The purpose of the call was to discuss the company's financial results and business performance for Q2 and H1 FY27.
  • Earnings Timing: The call was held post the declaration of the quarterly results.
  • Management Participants: The following management representatives participated in the call:
  • Mr. Sanjeev Bikhchandani – Founder & Vice Chairman
  • Mr. Hitesh Oberoi – Co-Promoter & Managing Director
  • Mr. Himanshu Agarwal – Chief Financial Officer
  • Mr. Vineet Ranjan – Head, Investor Relations (IR)
  • Mr. Anand Bansal – IR team
  • Availability of Materials: The transcript of the earnings call was enclosed with the regulatory filing and is also available on the company's website at www.infoedge.in.
  • UPSI Statement: The transcript includes a standard disclaimer read at the beginning of the call "for good order's sake," but it does not contain an explicit statement confirming that no Unpublished Price Sensitive Information (UPSI) was shared.

Financial and Business Highlights Discussed (as per transcript)

The management provided a detailed business update during the call:

Standalone Performance (Q2 FY27):

  • Billings grew 13% Year-on-Year (YoY).
  • Revenue grew 13% YoY to ₹842 crores.
  • Operating profit grew 30% YoY to ₹347 crores.
  • Operating PBT margin was 41%, up 541 basis points YoY.
  • Cash generated from operations was ₹373 crores, up 27%.

Standalone Performance (H1 FY27):

  • Billings grew 14% YoY.
  • Revenue grew 12% YoY.
  • Operating profit grew 32% YoY.
  • Cash generated from operations was ₹598 crores, up 27%.
  • Cash balance as of September 30, 2026, was ₹4,976 crores.

Segment-wise Performance (Q2 FY27):

Recruitment (Naukri):

  • Billings grew 13%; Revenue grew 13%.
  • Operating profit increased 20%; Operating PBT margin was 59%.
  • Underlying growth, adjusted for renewal timing, was estimated at 14-15%.
  • AI and data products (AI-Rex, Talent Pulse, jobseeker services) now contribute a high single-digit share of Recruitment topline, with an annualized run rate of ~₹240 crores.
  • Naukri 360 (jobseeker business) billings grew 37%; paid subscribers are 2.7% of monthly active users.
  • Job Hai billings grew 86% (still in investment phase).
  • NaukriGulf billings grew 9%.

Real Estate (99acres):

  • Billings grew 21% YoY.
  • Revenue grew 17%.
  • Operating losses reduced by 93% to less than ₹2 crores (from ₹23 cr in Q2FY26).
  • Generated cash from operations of ₹22 crores (vs. ₹2 cr a year ago).
  • Web time share amongst top three portals was 49% in Q2; App time share was 49%.

Matchmaking (Jeevansathi & Aisle):

  • Segment billings grew 23%.
  • Jeevansathi billings up 18%; Aisle billings up 40%.
  • Segment operated near breakeven at operating PBT level.
  • Jeevansathi reported an operating profit of ₹2 crores; Aisle an operating loss of ₹3 crores.

Education (Shiksha):

  • Billings declined 27%; Revenue declined 9%.
  • Operated near breakeven at operating PBT level.
  • Cash losses from operations were ₹16 crores.

The transcript also contained a significant management change announcement: Mr. Hitesh Oberoi will be stepping down as Managing Director and CEO effective December 2, 2026. Mr. Sanjeev Bikhchandani will take on the role of Executive Vice Chairman, Managing Director and Group CEO from December 3, 2026, subject to shareholder approval. Mr. Oberoi will continue on the Board as a Non-Executive Director.

Additional Notes Section

  • The regulatory filing had an enclosure: the transcript of the earnings conference call.
  • The document itself is a compliance filing and does not contain new financial data; the financial figures discussed were part of the already declared results.