INFO EDGE Quarterly Results Analysis-Q2FY2027

NAUKRI Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 904 Crs., 12.22% growth YoY, Total Income is Rs. 1,332 Crs., 37.75% growth YoY, EBITDA is Rs. 782 Crs., 77.56% growth YoY, EBITDA Margin is 58.73% improved by 1317 Basis points YoY, PBT Rs. 748 Crs., 74.39% growth YoY, PAT Rs. 650 Crs., 86.98% growth YoY. But On QoQ basis Op. Revenue is flat up by 2.63%, Total Income is up by 24.17%, EBITDA is up by 46.77%, PBT is up by 18.37% PAT is also up by 32.59%. Recruitment (Naukri) : underlying growth 14–15%, AI monetization scaling, margin resilience : Q2 Recruitment: Billings +13%, revenue +13%; Operating profit +20%, OPBT margin 59%; 99acres (Real Estate) : accelerating growth, sharp loss reduction, emerging operating leverage : Q2 billings +21% (vs +17% in Q1), revenue +17%, Profitability inflection: operating losses cut 93% to <₹2cr (from ₹23cr LY). Matchmaking (Jeevansathi + Aisle) : growth with near breakeven economics :Segment billings +23%: Jeevansathi +18%, Aisle +40%, Segment near breakeven at OPBT: Jeevansathi ₹2cr profit, Aisle ₹3cr loss. Education (Shiksha) :structural disruption from AI search; pivot underway with controlled losses : Billings -27%, revenue -9%, near breakeven OPBT, but operating cash loss -₹16cr. Portfolio spans 135 companies across AI/deeptech/consumer tech; ₹5,000cr invested via balance sheet and AIFs; some listed and others raised follow-on rounds