Info Edge Reports Healthy Q1 FY27 Business Update

Key Highlights Info Edge (India) Ltd. reported a healthy start to FY27, driven by strong growth in its recruitment and real estate businesses. Business Performance • Standalone billings stood at ₹737 Crore, registering a 14.4% YoY growth. Segment-wise Performance Naukri • Billings stood at ₹552.7 Crore, up 17.5% YoY, supported by continued hiring demand. 99acres • Billings increased to ₹110.1 Crore, up 16.6% YoY, reflecting healthy momentum in the real estate platform. Jeevansathi • Billings rose to ₹39.6 Crore, registering 14.1% YoY growth. Shiksha • Billings declined to ₹34.6 Crore, down 22.8% YoY, indicating weakness in the education segment. What It Means • Strong growth in Naukri and 99acres continues to drive the company's overall business performance. • Healthy growth across multiple digital platforms demonstrates the strength of Info Edge's diversified internet business model. • Weakness in Shiksha remains an area to monitor, although it has a relatively smaller contribution to overall billings. Market Impact Impact: Positive Robust growth in the company's core businesses, particularly Naukri and 99acres, outweighs the decline in Shiksha and supports a healthy outlook for FY27. Learning Outcome For internet platform companies, billings are an important leading indicator of future revenue, as they represent the value of services sold during the period. Strong growth across core segments typically signals healthy demand and supports long-term earnings visibility.