Naukri parent Info Edge shares jump 6% after strong Q4 margin expansion

Shares of Info Edge (India) Ltd, the parent company of Naukri, surged over 5% in Friday’s trade after the company reported strong Q4FY26 results marked by healthy revenue growth, sharp margin expansion and robust cash generation.

The stock climbed as much as 6.1% intraday to ₹982.95 on the NSE before trading around ₹978.20, up 5.61% from the previous close. The counter also witnessed elevated trading activity, with over 26 lakh shares changing hands during the session.

The rally came after the company reported standalone revenue from operations of ₹805.1 crore for Q4FY26, registering a 17.2% year-on-year increase.

Operating profit for the quarter rose 39.4% YoY to ₹322.7 crore, while operating margin expanded sharply to 40.1%. On a sequential basis, EBITDA margin improved to 38.4% from 35.92% in the previous quarter.

At the consolidated level, net sales stood at ₹869 crore in Q4FY26 compared to ₹749.6 crore in the year-ago period. Profit before tax, excluding exceptional items, came in at ₹798.5 crore versus ₹716.1 crore last year.

The company also continued to generate strong cash flows, with standalone cash from operations before taxes reaching ₹621.1 crore during the quarter.

Investors also tracked the performance of the recruitment business, which remains Info Edge’s largest vertical. Recruitment business billings stood at ₹811 crore in Q4FY26, while operating profit came in at ₹340 crore with operating margins of 58.5%.

Naukri maintained strong platform metrics during the quarter, including over 115 million resumes in its database and around 666,000 active job listings.

Management commentary also remained constructive. Managing Director and CEO Hitesh Oberoi said the company witnessed improving operating margins during FY26, especially in the recruitment business, while continuing to deepen AI integration across matching, recommendations and new AI-native products.

The company further noted that 99acres and Jeevansathi continued gaining market share during the year.

Despite the sharp recovery in Friday’s session, the stock still remains below its 52-week high of ₹1,550.

Disclaimer: This article is based on company filings, management commentary and market data. Investors are advised to consult certified financial advisors before making investment decisions.