Info Edge Q4 Profit Surges 8x; Revenue Grows 13% Amid Hiring Rebound

Info Edge's Q4 profit experienced a significant 647% year-over-year increase, driven by reclassification gains and a recovery in hiring activity. The parent firm of Naukri.com reported impressive financials in the fourth quarter of FY25, reflecting growth across its recruitment and non-recruitment verticals.

Market Performance

In the fourth quarter of FY25, Info Edge (India) Ltd. showed a strong recovery in its core business areas:

• Net profit rose over 8 times to ₹740 Crore from ₹162 Crore in Q4FY24.
• Revenue from operations stood at ₹750 Crore, marking a 13% YoY growth.
• The reclassification of a joint venture and other income supported the spike in profit.
• However, the gains were partially offset by provisions and impairments worth ₹127 Crore.

Revenue

• Total Revenue: ₹750 Crore in Q4FY25.
• Recruitment services (Naukri.com) contributed ₹511 Crore, an 11% year-over-year (YoY) rise.
• 99acres, the real estate vertical, earned ₹106 crore, up 14% YoY.
• Other verticals, such as Shiksha and Jeevansathi, contributed ₹40 Crore, a marginal increase from ₹39 Crore the previous year.

Net Profits

• Consolidated Net Profit: ₹740 Crore, marking a 647% YoY growth.
• Standalone Net Profit: ₹255 Crore, up from ₹200 Crore in Q3FY25 — a sequential growth of over 27%.

Company Details

• The company observed an 18% quarter-over-quarter rise in recruitment billings.
• Hiring activities in Global Capability Centres (GCCs) led the momentum, registering 19% growth, surpassing tech, IT services, and BPM sectors, which grew 17%.
• Non-recruitment verticals remained cash-positive and continued to gain market share.

The company noted shifting preferences in international education destinations due to higher US visa rejections. Students are now showing a greater interest in the UK and Europe compared to the US.

Summary

Info Edge's Q4 profit experienced a notable increase due to strategic financial adjustments and a resurgence in hiring trends. With an 8x surge in net profit and substantial revenue growth across all major business segments, the company has successfully capitalized on the rebound in recruitment and steady expansion in the real estate and education verticals.

The steady performance across verticals and improved billings reinforce Info Edge's strong position in the Indian internet services space.