India's Info Edge Q2 revenue rises 15% to $90.8m

Info Edge, the parent company of Naukri.com and 99acres, reported a 15% rise in operating revenue to 805 crore rupee (US$90.8 million) for Q2 FY26, up from 701 crore rupee (US$79.1 million) in the same quarter last year.

The Noida-based firm reported its profit reach 347 crore rupee (US$39.2 million), a fourfold increase from 85 crore rupee (US$9.6 million) in Q2 FY25, mainly due to a deferred tax deduction last year.

Naukri.com contributed 582 crore rupee (US$65.7 million) in revenue, up 13% year-on-year, while 99acres added 115 crore rupee (US$13 million).

Interest on deposits and investments brought in an additional 162 crore rupee (US$18.3 million), taking total revenue to 967 crore rupee (US$109.1 million) for the quarter.

Operating revenue for the first half of FY26 rose 16% to 1,596 crore rupee (US$180.1 million).

Employee benefits made up 60% of expenses, rising 11% to 340 crore rupee (US$38.4 million), while ad and internet costs were 108 crore rupee (US$12.2 million) and 22 crore rupee (US$2.5 million), respectively.

Info Edge’s total expenses grew 14% to 563 crore rupee (US$63.5 million) in Q2 FY26.

The company’s market capitalization is 88,366 crore rupee (US$9.96 billion).

🔗 Source: Entrackr

🧠 Food for thought

Implications, context, and why it matters.

Operating revenue rose 15%, but non-operational items lifted reported profit

Reported profit was Rs 347 crore in Q2 FY26 versus Rs 85 crore, lifted by tax one-offs 1. Interest income of Rs 162 crore on deposits and investments padded revenue beyond operations.
Stripping these effects, trends align with operations. Operating revenue rose 15% while expenses rose 14%, which implies moderate profit gains.
Employee costs rose 11% while revenue grew 15%, which signals better operating leverage. Ad spend was Rs 108 crore, so the company is still pushing customer acquisition.
Naukri revenue rose 13% to Rs 582 crore, ahead of 99acres at Rs 115 crore. Recruitment remains the larger piece of the mix.

HR tech providers can target sectors and cities with hiring momentum

In September 2025, non-IT hiring rose. Insurance was +28%, Real Estate was +26%, and Business Process Outsourcing/Information Technology Enabled Services (BPO/ITES) was +24% 2. IT was flat at +1%.
Hyderabad was +15% and Pune was +13% for metro growth 2. Unicorn companies, which are privately held startups valued at 1 billion or more, pushed Chennai to +72% and Pune to +35%.
Fresher hiring rose 15% YoY 2. Advertising & Marketing was +54% for entry roles, and Media & Entertainment was +45%, which opens room for background verification and onboarding vendors.
AI and ML roles grew 61% YoY across all experience levels 2. Pune was +91% and Chennai was +71%, which guides assessment and technical screening vendors on where to focus go-to-market (GTM) plans.