Whalesbook
Overall Billing Growth
Info Edge (India) Ltd., the company behind Naukri.com, announced that its Q4 FY26 standalone billings reached ₹1,057.1 crore, a 7.45% increase from the previous year. For the full fiscal year 2026, billings climbed 10.3% to ₹3,177.5 crore, up from ₹2,881.7 crore in FY25.
Recruitment Solutions Navigate Challenges
The company's main revenue source, recruitment solutions, posted Q4 FY26 billings of ₹810.7 crore, a 9.5% year-on-year rise. Full-year billings for this segment grew 10% to ₹2,374.3 crore. Management noted that ongoing economic uncertainties and global factors slightly slowed growth, particularly affecting the Naukri Gulf business and India's B2B segment.
Mixed Performance Across Verticals
99acres.com, Info Edge's real estate platform, reported quarterly billings of ₹162.8 crore, a 1.9% increase year-on-year. Full-year FY26 billings for 99acres grew 10.3% to ₹497.1 crore, maintaining its web traffic share at 49% in January-February 2026. In contrast, the online matchmaking service Jeevansathi showed strong growth, with Q4 FY26 billings jumping 20.9% year-on-year to ₹38.6 crore, and full-year billings increasing a significant 28.5% to ₹142.4 crore.
Education Segment Faces AI Disruption
Shiksha.com, the education vertical, experienced challenges, with Q4 FY26 billings falling 13% year-on-year to ₹45.1 crore. Full-year FY26 billings saw a small 0.8% increase to ₹163.7 crore. The company stated that AI-driven search technologies are reducing traffic to the platform, leading to this dip. Info Edge plans to introduce new services to reduce this reliance in the medium term.
Organizational changes made during the quarter also had a temporary effect on billings but are expected to support stronger long-term growth. Shares of Info Edge (India) Ltd. closed at ₹1,032.40 on the BSE on April 8, 2026, a 2.82% gain for the day.