Infoedge Ltd, the parent of Naukri and other digital platforms, filed a Q2 and six‑month business update on Thursday morning, showing robust billings growth across most verticals for the quarter and the six months ended September 2026. The filing disclosed that all verticals except the education arm, Shiksha, posted year‑on‑year (YoY) increases.

The recruitment solutions vertical, operating under the Naukri brand, recorded a 12.6% YoY rise in billings to ₹613 crore for the quarter, up from ₹545 crore in the same quarter last year. Over the six‑month period, the vertical posted an even stronger 14.9% YoY growth, reaching ₹1,166 crore versus ₹1,015 crore a year earlier.

The real‑estate platform 99acres delivered the highest quarterly growth, with billings surging 21.2% YoY to ₹148 crore, compared with ₹122 crore in the prior year. On a six‑month basis, 99acres billings rose 19.2% YoY to ₹258 crore from ₹216 crore. The company noted that the platform’s share of category traffic remained stable, with web time‑share at 49% and app time‑share at 59% for July and August 2026.

Matchmaking services under the Jeevansathi brand also showed solid performance, with quarterly billings increasing 18.4% YoY to ₹39 crore from ₹33.5 crore. For the six months ended September 2026, Jeevansathi’s billings grew 16.3% YoY to ₹79 crore, up from ₹68.2 crore in the comparable period.

In contrast, the education vertical Shiksha reported a 27.2% YoY decline in billings, falling to ₹20.5 crore from ₹28.2 crore a year earlier. At the consolidated standalone level, total billings rose 12.8% YoY to ₹822 crore, against ₹729 crore in the same period last year.

Following the announcement, Naukri shares initially rose 2% in the opening session but later pared back the gains, closing down 0.9% at ₹1,208 after reaching an intraday high of ₹1,253 on the NSE. The stock has delivered a -9.1% return year‑to‑date in 2026 and a -10.9% return over the trailing twelve months, trading 34.8% below its record high.