Info Edge (India) Ltd reported robust standalone revenue of ₹747 crore for Q3 FY26, up about 12% year-on-year, driven by steady demand across its digital businesses and improving market conditions that supported sustained monetisation from core verticals.
Recruitment business remains primary growth driver
The recruitment segment, led by Naukri.com, generated ₹548 crore in Q3 FY26, rising from ₹494 crore in the same quarter last year. This performance reflects continued hiring activity across sectors and strong enterprise adoption of online recruitment tools that offer reach, data analytics and efficiency.
Employers’ selective but targeted hiring, together with Naukri’s market leadership and extensive recruiter network, drove consistent billings and underpinned the company’s overall revenue momentum despite a cautious macroeconomic backdrop.
99acres posts steady gains in property marketplace
99acres reported revenue of ₹117 crore for the quarter, up from ₹103 crore in Q3 FY25. The increase indicates healthy engagement in property searches, listings and advertising, particularly from developers and brokers increasingly using digital channels to reach homebuyers.
While regional real estate conditions remain uneven, consumer preference for digital-first property discovery continues to support online listing platforms’ growth and advertiser spend.
Other verticals show improvement
Info Edge’s smaller verticals — including matrimonial platform Jeevansathi and education portal Shiksha — contributed about ₹81.5 crore in Q3 FY26, compared with ₹71.7 crore a year earlier. These businesses are gradually strengthening monetisation as user bases expand and product features evolve.
Nine-month performance underscores steady trend
For the first nine months of FY26, standalone revenue stood at ₹2,120 crore versus ₹1,897 crore in the same period of FY25, indicating an almost 12% year-on-year rise. The cumulative growth highlights consistent execution across the company’s diversified internet portfolio.
Info Edge’s emphasis on product enhancements, data-driven offerings and market leadership across recruitment, real estate and niche verticals supports its medium- to long-term growth prospects in India’s expanding digital economy.
Market response and outlook
Info Edge’s shares reacted positively after the quarterly results, reflecting investor confidence in the company’s fundamentals. With a market capitalisation above ₹88,000 crore, the company remains one of India’s most valuable listed internet firms.
As hiring recovers gradually and digital adoption deepens across real estate, education and matchmaking services, Info Edge is well positioned to benefit from rising online spend and structural shifts in how consumers discover jobs, homes and education services.
