Info Edge ke Q2 results kaafi solid aaye hain. Revenue **13%** badhkar **₹842 Crore** ho gaya hai aur Operating Profit mein **30%** ka jump dikha hai. Lekin badi khabar ye hai ki CEO Hitesh Oberoi resign kar rahe hain aur founder Sanjeev Bikhchandani ab command sambhaalenge.
Results mein kya raha khaas?
Info Edge ne Q2 FY27 mein zabardast performance dikhayi hai. Revenue 13% badhkar ₹842 Crore raha, aur Operating Profit 30% jump ke saath ₹347 Crore par pahunch gaya. Company ke margins bhi 541 basis points expand huye hain, jo ab 41% par hain.
Leadership mein bada badlav
Ek bade development mein, company ke MD aur CEO Hitesh Oberoi 2 December ko step down karenge. Ye 27 saal ka ek lamba daur hai. 3 December se founder Sanjeev Bikhchandani Executive Vice Chairman, Managing Director aur Group CEO ka role sambhaalenge.
Business segments ki halchal
- Recruitment: IT sector mein hiring sust hone ke bavjood, segment ki revenue 13% badhi hai.
- 99acres: Yahan achhi khabar hai—billings 21% up hain aur operating loss ₹23 Crore se ghat kar ₹2 Crore ke neeche aa gaya hai.
- Matchmaking: Jeevansathi aur Aisle ab breakeven point ke paas pahunch chuke hain.
- Shiksha: Education segment mein thodi rukawat hai, revenue 9% neeche hai.
AI ka jalwa
Company AI par poora focus kar rahi hai. AI-first products ka annualized run rate ₹240 Crore ke aas-paas hai. AI-Rex, Talent Pulse, aur 'Neo' jaise products ne sirf ek quarter mein ₹60 Crore generate kiye hain.
Investors ke liye caution
IT companies abhi sirf replacement hiring kar rahi hain, jis wajah se recruitment vertical mein growth limit ho sakti hai. Saath hi, 'Job Hai' platform abhi bhi ₹45 Crore saal ka burn kar raha hai. Ab sabki nazar is baat par hai ki Sanjeev Bikhchandani ke leadership mein company kaise growth maintain karti hai.