
Info Edge 董事兼首席执行官希特什·奥伯罗伊(Hitesh Oberoi)在公司任职近 27 年后,将于 2026 年 12 月 2 日卸任全职高管职务。创始人桑吉夫·比克昌达尼(Sanjeev Bikhchandani)将于 12 月 3 日起接任执行副董事长、董事兼集团首席执行官,该任命尚待股东批准。
Info Edge Managing Director and Chief Executive Officer Hitesh Oberoi will step down from his full-time executive role on December 2, 2026, after nearly 27 years with the company. Founder Sanjeev Bikhchandani will take over as Executive Vice Chairman, Managing Director and Group Chief Executive Officer from December 3, subject to shareholder approval.
奥伯罗伊担任董事兼首席执行官已超过 16 年,他将继续留在公司董事会担任非执行非独立董事,该任命尚待股东批准。他表示希望将更多时间投入到教育、创业、投资、慈善事业以及家庭中。
Oberoi, who has served as MD and CEO for over 16 years, will continue on the company's board as a Non-Executive, Non-Independent Director, subject to shareholder approval. He said he wanted to devote more time to education, entrepreneurship, investing, philanthropy and his family.
董事会在 10 月 28 日的会议上批准了此次领导层变更。比克昌达尼的任期将持续至 2031 年 4 月 26 日,与其现有任期保持一致,并须经股东批准。领导层变动之际,营收增长 12.9% Info Edge 报告称,9 月季度营收同比增长 12.9%,达到 84.2 亿卢比,而去年同期为 74.6 亿卢比。
The board approved the leadership changes at its meeting on October 28. Bikhchandani's appointment will run until April 26, 2031, in line with his existing term, subject to shareholder approval. Leadership change comes as revenue grows 12.9%Info Edge reported a 12.9% year-on-year increase in revenue to ₹842 crore for the September quarter, compared with ₹746 crore in the corresponding period last year.
净利润同比下降 92.9%,从一年前的 472 亿卢比降至 33.38 亿卢比。下降的主要原因是去年同期记录了 520 亿卢比的特殊收益,而最近一个季度没有此类收益。
Net profit fell 92.9% to ₹333.8 crore from ₹4,720 crore a year earlier. The decline was largely due to an exceptional gain of ₹5,200 crore recorded in the year-ago quarter, compared with no such gain in the latest quarter.
息税折旧摊销前利润同比增长 27.4%,从 29.59 亿卢比增至 37.7 亿卢比。息税折旧摊销前利润率从一年前的 39.66% 扩大至 44.8%。
Earnings before interest, taxes, depreciation and amortisation rose 27.4% to ₹377 crore from ₹295.9 crore. The EBITDA margin expanded to 44.8% from 39.66% a year earlier.
独立业务账单在 2027 财年第二季度增长了 12.6%,上半年增长了 14.9%。
Standalone billings grew 12.6% in the second quarter and 14.9% in the first half of the financial year 2027.
Info Edge 股价上涨 3%,因第二季度营收增长 13%,息税折旧摊销前利润率扩大至 44.8%招聘业务实现两位数增长作为该公司最大的细分业务,招聘业务第二季度账单同比增长 12.6%。Info Edge 表示,季度增长受到了客户续约时间的影响。
Info Edge shares rise 3% as Q2 revenue increases 13%, EBITDA margin expands to 44.8% Recruitment business posts double-digit growthThe company's Recruitment business, its largest segment, reported a 12.6% year-on-year increase in billings in the second quarter. Info Edge said quarterly growth was affected by the timing of customer renewals.
招聘业务营收增长 13.3%,税前营业利润同比增长 19.9%。该细分业务本季度税前营业利润率为 59.1%。
Revenue from the Recruitment business increased 13.3%, while operating profit before tax rose 19.9% year on year. The segment reported an operating PBT margin of 59.1% for the quarter.
奥伯罗伊在评论业绩时表示,财年上半年招聘账单增长了 15%。
Commenting on the results, Oberoi said recruitment billings grew 15% in the first half of the financial year.
他说,面向招聘人员和求职者的人工智能和数据产品占招聘业务营收的高个位数份额,按第二季度业绩计算,年化营收运行率约为 24 亿卢比。
Artificial intelligence and data products for recruiters and job seekers contributed a high single-digit share of the Recruitment business's revenue, with an annualised revenue run rate of around ₹240 crore based on second-quarter performance, he said.
Info Edge 运营着包括 Naukri.com、99acres、Jeevansathi、Shiksha 和 Jobhai 在内的在线平台。在奥伯罗伊担任首席执行官期间,公司的市值从大约 25 亿卢比增长到约 800 亿卢比。
Info Edge operates online platforms including Naukri.com, 99acres, Jeevansathi, Shiksha and Jobhai. During Oberoi's tenure as CEO, the company's market capitalisation grew from around ₹2,500 crore to approximately ₹80,000 crore.
10 月 28 日,Info Edge 股价下跌 3.16%,至 1,177.90 卢比,当日下跌 38.40 卢比。
Shares of Info Edge fell 3.16% to ₹1,177.90 on October 28, down ₹38.40 on the day.