Naukri's AI products, AI REX and Talent Pulse, now serve 1000+ paying customers. This marks a shift for Info Edge, with AI boosting Naukri's revenue per customer while denting Shiksha's traffic. Info Edge now views these AI tools as a primary monetization lever, not just a feature add-on.
How We Got Here
Naukri launched AI REX and Talent Pulse as part of a broader strategy to move beyond a jobs board. Info Edge has focused on expanding its market share and revenue per hire since Q1 FY27.
The Numbers
- AI REX, an agentic AI offering for recruiters, went live with 4,000 enterprise customers by June 2026.
- 400 of those 4,000 AI REX clients are paying, with 700 more added in Q1 FY27 and July.
- Talent Pulse, Naukri's AI-powered salary intelligence tool, now serves over 600 paid customers.
- AI REX adoption covers IT, BFSI, sales, finance, healthcare, BPO, and core engineering sectors.
What Happens Next
🇮🇳 Why This Matters for India
For HR tech founders in Bangalore and Pune, Naukri's shift signals a clear pathway to monetize AI tools beyond traditional job boards, especially in the BFSI and IT sectors.
The Take
The immediate winners here are Info Edge shareholders, but the losers could be smaller HR tech SaaS players in Bangalore and Hyderabad building niche tools. Expect Info Edge to accelerate acquisitions in this space within the next 12-18 months, consolidating a fragmented market.
Source:
MediaNama ↗