Is Now the Right Time to Buy Info Edge Shares After Its Q4 Business Update?

Synopsis: Mid-cap shares are in focus following their quarterly update, which shows steady core strength with Naukri driving 9.5% YoY Q4 growth, while 99acres faces transitional impacts and Shiksha navigates AI challenges. Brokers Nomura and HSBC maintain Buy ratings with targets of ₹1,500–1,525, citing resilient recruitment, long-term growth potential, and attractive valuation.

The shares of the Mid-Cap company specialising in online classifieds across recruitment (Naukri.com), matrimonial (Jeevansathi.com), real estate (99acres.com), and education (Shiksha.com), are in focus following their quarterly update and let’s also see what Nomura and HSBC have to say.

With a market capitalization of Rs. 64,598.90 Crores in the Day’s Trade, the shares of Info Edge (India) Ltd jumped upto 0.6 percent, reaching a high of Rs. 1039.80 compared to its day’s low of Rs. 1032.75.

What Happened

Info Edge (India) Ltd, engaged in online classifieds across recruitment (Naukri.com), matrimonial (Jeevansathi.com), real estate (99acres.com), and education (Shiksha.com), is in focus following their quarterly results as follows:

For the quarter and financial year ended March 31, 2026, the Company reported standalone billings of Rs. 1,057.1 crore and Rs. 3,177.5 crore, respectively, compared to Rs. 983.8 crore and Rs. 2,881.7 crore in the corresponding periods of the previous year, reflecting strong year-on-year growth.

Segment-wise, Recruitment Solutions led with Rs. 810.7 crore for the quarter and Rs. 2,374.3 crore for the year. 99acres contributed Rs. 162.8 crore (quarter) and Rs. 497.1 crore (year), Jeevansathi Rs. 38.6 crore (quarter) and Rs. 142.4 crore (year), while Shiksha reported Rs. 45.1 crore (quarter) and Rs. 163.7 crore (year).

Recruitment Solutions recorded 9.5% YoY growth in Q4, in line with the full-year average of 10%, despite a high base of 18.4% in the same quarter last year. Growth moderated due to macroeconomic uncertainties and geopolitical headwinds, which impacted the Naukri Gulf business and the Recruitment India B2B segment, after strong ~20% YoY growth in the first nine months.

99acres strengthened its market position, increasing web traffic share to 49% and app traffic share to 53% overall (66% on iOS) in Jan–Feb 2026. The Company implemented changes in the sales organization, reinforced policy adherence, and refined key processes, which caused a transitional impact on Q4 billings but set the stage for improved growth in FY27.

Jeevansathi continued its robust performance with 20%+ YoY growth in Q4 and 28.5% for the full year, reflecting sustained momentum in matchmaking. Shiksha faced pressure on traffic and revenues due to AI-driven search reducing referrals, and is actively pivoting its model and introducing new offerings to strengthen long-term growth.

Here is what Global Brokerage firms have to say

The global Brokerage firm Nomura has maintained a Buy rating on Info Edge with a target price of Rs 1,500, with an upside potential of upto 45 percent from the current market price.

Recruitment (Naukri) billings grew 9.5% year-on-year in 4QFY26, slightly below expectation of 10%, following a strong sequential performance of 9%, 10.8%, and 11% y-y growth in the prior three quarters. This indicates continued steady traction in the core recruitment business, though momentum has slightly moderated in the final quarter.

Real estate (99acres) billings rose just 1.9% y-y, significantly below our forecast of 14%, while other verticals like Education and Matrimony remained flat versus an expected 14% growth. Consequently, overall billings increased by 7.5% y-y, falling short of our projected 11% growth, reflecting weaker-than-anticipated performance outside the recruitment segment.

The global Brokerage firm Nomura has maintained a Buy rating on Info Edge with a target price of Rs 1,525, with an upside potential of 53 percent from the current market price of Rs. 1032.

The Q4 recruitment billings showed decent growth, despite a strong prior-year base and some weakness in the Gulf business. This highlights resilience in the core Naukri segment, maintaining steady traction amid challenging conditions.

Overall billings growth was slow, primarily due to transitional impacts in 99acres, while Matchmaking and Siksha performed broadly in line with expectations. The underlying strength of the core business makes the current valuation attractive for INFOE’s growth potential.

The company’s revenue rose by 13.43 percent from Rs. 722 crores in December 2024 to Rs. 819 crores in December 2025. Meanwhile, Net profit rose from Rs. 288 crore to Rs. 317 crores in the same period.

Info Edge (India) Ltd is one of India’s leading internet‑based companies, best known as the parent of Naukri.com, the country’s largest online job portal. Founded in 1995 and headquartered in Noida, Uttar Pradesh, it started with online recruitment and has since expanded into multiple online classified segments, including real estate (99acres.com), matrimony (Jeevansathi.com), and education (Shiksha.com), serving millions of users and businesses across India and in select Gulf markets. 

Beyond its core platforms, Info Edge also functions as an investor in emerging tech companies, having supported ventures in food delivery, insurance tech, ed‑tech, and other internet services. Its diversified model blends running established online marketplaces with backing high‑growth digital businesses, aiming to leverage technology and data to enhance user experiences and match supply with demand across categories.

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