Info Edge (India) earnings calls.

Info Edge delivered steady Q3 FY2026 results with standalone revenue of INR 765 croreCurrent reported value: INR 765 crore. No comparable prior figure is available in the source record. (+14Current 14 crore vs previous available quarter 14 crore.% YoY) and operating profit of INR 297 croreCurrent reported value: INR 297 crore. No comparable prior figure is available in the source record. (+13% YoY), with operating margins at 39%. The recruitment segment (59% standalone operating margin) continues to drive cash generation at INR 373 crore for the quarter. Management highlighted an uncertain hiring environment per their Job Speak index, with tech/GCC segments outperforming while BFSI, retail, and infrastructure remain soft. The B2C recruitment services business has shown remarkable turnaround, growing revenue 20% CAGR while improving margins from 30% to 59%. Jeevansathi plus Aisle combined billings grew 31% YoY with operating losses down 60%, approaching breakeven. The board approved increasing dividend payout to 65% of PAT versus 39% prior, signaling confidence. Key risks include AI disruption to Shiksha's domestic business causing sharp traffic decline, non-IT sector weakness persisting, and the need for continued investment in JobHai (losing ~INR 50 crore annually) for long-term platform positioning.