Info Edge Q2 FY27 Billings Rise 12.8% Ahead of Results

Preliminary update sets the immediate context

Info Edge (India) Ltd has reported preliminary standalone billings of ₹822.3 crore for the quarter ended September 30, 2026, up 12.8% from ₹729.0 crore a year earlier. The update comes ahead of the company’s board meeting scheduled for October 28, 2026. At that meeting, the board is set to consider unaudited standalone and consolidated financial results for the September quarter and the first half of FY27. It will also consider an interim dividend for FY27. The reported billings figures are provisional and remain subject to review. Info Edge operates internet platforms including Naukri.com and 99acres. The quarterly update gives investors an early view of operating momentum before the formal earnings release.

Recruitment solutions remain the largest contributor

The recruitment solutions segment recorded billings of ₹613.8 crore in Q2 FY27. This was 12.6% higher than ₹545.0 crore in the corresponding quarter of the previous year. Management said that, after adjusting for differences in renewal timing, underlying growth in the segment was approximately 14% to 15% year-on-year. The distinction is relevant because the reported number can be affected by the timing of customer renewals. Recruitment remains central to Info Edge’s standalone operating profile through its Naukri platform and related services. The Q2 figure indicates continued growth in customer spending within this segment. The company has not yet released the full Q2 FY27 revenue, profit, or margin numbers.

99acres growth accelerated during the quarter

Billings at 99acres grew 21.2% year-on-year in Q2 FY27. That compared with 16.5% year-on-year growth in Q1 FY27. The improvement points to faster reported growth in the real estate bookings platform during the September quarter. Info Edge has not provided an absolute Q2 billing amount for 99acres in the supplied update. As a result, the available disclosure supports a comparison of growth rates rather than a calculation of the segment’s contribution to total billings. The acceleration will be among the operational details investors may track when the company releases its full financial statements. It also broadens the update beyond the recruitment business.

First-half billings rose 13.5%

For the six months ended September 30, 2026, Info Edge’s standalone billings increased 13.5% to ₹1,559.3 crore. The comparable H1 FY26 figure was ₹1,373.2 crore. The half-year data provides a wider view than the quarterly release and shows that growth remained in double digits over the first six months of FY27. Q2 billings of ₹822.3 crore were higher than the first-quarter implied balance within the half-year total. However, billings are an operating metric and should not be treated as reported revenue or profit. The board’s October 28 disclosure will provide the relevant reported financial measures. Until then, the provisional billings update is the principal current-period operating disclosure available.

Key numbers from the operational update

Board will consider results and interim dividend

Info Edge has informed exchanges that its board will meet on October 28, 2026. The agenda includes consideration and approval of unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026. Separately, the board will consider declaration of an interim dividend for FY27. The company has fixed November 6, 2026, as the record date for determining shareholder eligibility, subject to the board declaring the dividend. A record date does not itself confirm a dividend payment or its amount. The company’s trading window for designated persons remains closed until 48 hours after the financial results are declared. Investors will need to await the board’s decision for the final dividend details.

Recent dividend history offers context

Info Edge last declared a final dividend of ₹3.60 per share on May 22, 2026. Its ex-date and record date were both July 24, 2026. Shareholders had also approved the final dividend at the company’s 31st annual general meeting in August 2026. The final dividend took total FY26 dividends to ₹8.40 per share, including ₹4.80 paid through two interim tranches. This history provides context for the board’s upcoming consideration, but it does not establish the amount of any FY27 interim dividend. The October 28 announcement will determine whether an interim dividend is declared. The November 6 record date applies only if the board grants approval.

Prior quarterly performance and historical comparison

In the quarter ended June 2026, Info Edge reported revenue growth of 19.6% year-on-year and net profit growth of 42.9% year-on-year, according to the supplied information. Those figures relate to the preceding quarter and are separate from the September-quarter billings update. A historical Q2 result for FY24 showed revenue from operations of ₹593 crore, up 11% from ₹532 crore, while profit rose 24% to ₹209 crore. That earlier release also included an interim dividend of ₹10 per share for FY24. These historical figures should not be read as Q2 FY27 results. The upcoming filing will provide the current-period revenue, profit and any approved FY27 interim dividend.

What investors can assess after the October 28 meeting

The main confirmed development is the 12.8% increase in Q2 FY27 standalone billings. Recruitment billings continued to grow, while 99acres reported faster year-on-year growth than in the preceding quarter. The final results will show how these operational trends translated into reported revenue, expenses, profitability and cash generation. They will also clarify any difference between standalone and consolidated performance. The board’s dividend decision will be another key item, with November 6 already set as the conditional record date. Until the results are announced, the company’s preliminary billings figures remain subject to review. Investors should distinguish clearly between the provisional operating update and audited or unaudited financial statement measures released after board approval.