The recruitment solutions segment delivered Q4FY26 billings of Rs 810.7 crore, up 9.5% year-on-year. For the full year, billings in this segment stood at Rs 2,374.3 crore, reflecting a 10% rise over FY25. However, growth in the quarter showed some moderation due to macroeconomic uncertainties and geopolitical factors impacting the Naukri Gulf business as well as the India B2B segment.
In the real estate vertical, 99acres posted billings of Rs 162.8 crore for the quarter, up 1.9% year-on-year. For FY26, billings grew 10.3% to Rs 497.1 crore. The platform’s web traffic share improved to 49% during January and February 2026, up from 46% in the previous quarter, according to SimilarWeb. It also maintained a leading position in app traffic, accounting for 53% of total app traffic and 66% of iOS app traffic share during the same period.
During the quarter, the company implemented changes in its sales structure, tightened adherence to internal policies and refined key processes to strengthen its long-term growth base. These adjustments had a transitional impact on Q4 billings. With these measures in place, the company expects to build on its traffic leadership and see improved growth momentum in FY27.
The matchmaking platform Jeevansathi continued to show strong traction. Q4FY26 billings came in at Rs 38.6 crore, up 20.9% year-on-year, while FY26 billings rose 28.5% to Rs 142.4 crore.
Meanwhile, Shiksha reported a 13% decline in Q4FY26 billings to Rs 45.1 crore. For the full year, billings edged up 0.8% to Rs 163.7 crore. “Shiksha has seen pressure on traffic and revenues as AI-driven search increasingly addresses user queries directly, reducing search referrals to the platform. The business is actively pivoting its model and introducing new offerings to reduce dependence on search – a transition that is expected to play out over the medium term as the new initiatives gain scale,” the company said.
Info Edge (India) share price performance
Info Edge (India) shares have gained about 5% over the past month, but the stock has declined 24% over the last six months. It is down more than 20% so far this year and has slipped 19% over the past one year.
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