28-Oct-2026 12:03:32
INFO EDGE Q2: 99ACRES BILLINGS UP 21%; AI REVENUE RUN RATE REACHES ₹240 CR
• Standalone Billings: Excluding Shiksha, billings grew 14.4% YoY in Q2 and 15.7% in H1 FY27 • Recruitment Business: Billings up 12.6% YoY in Q2 and 14.9% in H1, driven by strong B2B recruitment demand • Naukri & Job Hai: Continued business expansion while maintaining strong operating margins • 99acres: Billings surged 21.2% YoY in Q2 and 19.2% in H1, supported by strong traffic and property listings • 99acres Profitability: Business approached operating breakeven during Q2 FY27 • Matchmaking Business: Combined Jeevansathi and Aisle billings grew 23.1% YoY in Q2 and 21.7% in H1 • Matchmaking Profitability: Jeevansathi achieved operating profitability, while Aisle continued reducing losses • AI Business: AI-led offerings now contribute a high-single-digit share of Recruitment topline • AI Revenue Run Rate: Annualised AI billings reached approximately ₹240 Cr based on Q2 performance • AI Products: Growth supported by AI-Rex, Talent Pulse, AI mock interviews, Neo and AI resume maker • Shiksha Business: Transitioning towards domestic counselling and AI-led operations while continuing investments in Study Abroad
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