Info Edge (India) Ltd logo

Info Edge (India) Ltd

NAUKRI NSE

Key Fundamentals

MidcapE-ServicesRetail
Market Cap
₹87,608 Cr
Volatility
High Risk
P/E Ratio
54.92
EBITDA
₹2,231 Cr
Return on Equity
4.37%
Debt to Equity
0.01
Book Value
₹584.7
EPS
₹53.82
52W High
₹1,437.8
52W Low
₹908.3

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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46 extracted metrics + investor summaries across FY15–FY26.

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Tapetide Score

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Technical Indicators

Key Insights

Strengths

3
  • Company is almost debt free.
  • Company has delivered good profit growth of 38.6% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 42.4%

Weaknesses

2
  • Company has a low return on equity of 1.48% over last 3 years.
  • Earnings include an other income of Rs.1,227 Cr.

Growth Rate

Revenue Growth
10.72%
Net Income Growth
34.58%
Cash Flow Change
22.90%
ROE
22.75%
ROCE
-1.87%
EBITDA Margin (Avg.)
-2.10%

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 5d ago
AI opinion · based on fundamentals
Risk medium

Info Edge (India) Ltd, the parent of Naukri.com, trades at a market cap of ~Rs 86,804 Cr with a P/E of 45.7x. The company is virtually debt-free and has grown standalone revenue at a 14% TTM rate (FY25 standalone revenue ~Rs 2,654 Cr), but its reported ROE remains low at ~1.5% over three years, heavily influenced by a large other-income component of Rs 1,227 Cr embedded in earnings.

Bull Case 8
  • Virtually debt-free balance sheet provides significant financial flexibility and downside protection
  • Strong 5-year profit CAGR of ~39% and TTM profit growth of 43% demonstrate improving monetisation
  • Standalone billings grew 15% YoY to Rs 2,882 Cr in FY25, indicating healthy forward revenue visibility
  • 10-year revenue CAGR of 16% and 5-year revenue CAGR of 24% show sustained top-line momentum
  • Healthy dividend payout ratio of 42.4% signals shareholder-friendly capital allocation
  • Non-recruitment verticals (99acres, Shiksha) grew 22-29% YoY in recent quarters, diversifying revenue away from Naukri
  • Operating profit margin of 33-37% on standalone basis with cash from operations of Rs 536 Cr in Q4 FY25 reflects capital-light model
  • 10-year stock CAGR of 23% reflects long-term compounding track record
Bear Case 8
  • 3-year average ROE of just 1.48% is extremely low for a company of this scale, indicating poor capital efficiency
  • P/E of 45.7x is elevated relative to the 14% TTM revenue growth, implying demanding valuations
  • Earnings include other income of Rs 1,227 Cr, making core operating profit quality difficult to assess
  • Recruitment business (Naukri) grew only 3.4% YoY in Q4 FY24, indicating cyclical vulnerability in the core segment
  • 1-year stock CAGR of just 1% suggests the market has already priced in near-term growth
  • P/B ratio of 2.3x combined with sub-2% ROE implies the equity base is generating very low returns on book value
  • Dividend yield of 0.63% offers minimal income cushion at current valuations
  • 3-year ROE of 1% vs 5-year ROE of 3% shows deteriorating capital return trend in recent years

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 18h ago
Headwinds 2
  • Q1FY27 profit down 6% QoQ Aug 11

    Consolidated net profit declined 6% quarter-on-quarter in Q1FY27 due to lower pre-tax earnings, despite 12% YoY revenue growth.

  • CodingNinjas posts net loss Jul 29

    Info Edge invested ₹10 crore in wholly-owned subsidiary CodingNinjas for working capital; the e-learning unit reported ₹97.43 crore turnover in FY26 but remained loss-making.

Positives 3
  • AI tools driving recruitment growth Aug 11

    Info Edge is deploying AI Rex and Talent Pulse to grow recruitment beyond market trends. Job Hai targets ₹100 crore revenue in 2-3 years from current ₹15 crore, while 99acres targets cash generation by FY27 with 30%+ long-term margins.

  • NCLAT clears merger scheme Jul 28

    NCLAT allowed Info Edge's appeal and dispensed with shareholder/creditor meetings for amalgamation of four wholly-owned subsidiaries, citing no prejudice to stakeholders.

  • ₹88.20 Cr invested in Redstart Labs Jul 31

    Info Edge has deployed ₹88.20 crore of an approved ₹100 crore investment into wholly-owned subsidiary Redstart Labs, with the balance expected within six months.

Neutral 5
  • Institutional block trades totalling ₹74 Cr Jul 28

    Two block trades executed on NSE — ₹25.87 crore at ₹1,236/share on Jul 28 and ₹48.48 crore at ₹1,210.30/share on Jul 21 — indicating institutional-level activity.

  • AGM set for Aug 25, ₹3.60 dividend Aug 1

    Info Edge's 31st AGM is scheduled for August 25, 2026 via video conferencing. Board recommended a final dividend of ₹3.60 per share with record date of July 24.

  • Investor meets scheduled Aug 2026 Aug 7

    Four virtual one-on-one meetings with institutional investors including Ethos Invest and Aberdeen scheduled in August 2026 per SEBI regulations.

  • July 2026 Jobspeak Index released Aug 3

    Info Edge published its monthly Naukri Jobspeak Index for July 2026 on August 3, tracking Indian hiring trends via recruiter data.

  • Independent Director term ends Jul 20

    Ashish Gupta ceased as Independent Director on July 20, 2026 upon completing his second term.

TL;DR: Info Edge shows steady top-line growth at 12% YoY but near-term profitability dipped 6% QoQ. The company is investing aggressively in AI-powered tools and scaling newer verticals like Job Hai and 99acres toward profitability. Subsidiary losses (CodingNinjas) and margin pressure remain risks. The forward outlook is constructive as multiple business lines target cash generation and revenue milestones over the next 2-3 years.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
626
626
627
657
677
701
722
750
791
805
819
869
881
Expenses
445
496
444
453
467
547
457
517
531
526
525
536
540
Operating Profit
181
130
183
204
210
154
266
232
260
280
294
334
341
OPM %
29%
21%
29%
31%
31%
22%
37%
31%
33%
35%
36%
38%
39%
Other Income
64
212
38
-11
154
379
141
546
209
187
136
572
331
Interest
4
8
5
6
6
6
6
6
7
7
7
7
6
Depreciation
24
26
26
26
26
27
30
31
31
31
30
30
34
PBT
217
308
190
162
332
500
371
742
431
429
393
869
632
Tax %
32%
22%
37%
46%
22%
83%
22%
9%
20%
19%
19%
13%
22%
Net Profit
147
240
119
88
259
85
288
678
343
348
317
756
490
EPS in Rs
2.46
3.18
2.34
0.93
3.6
0.36
3.74
7.15
4.57
4.88
4.19
8.73
6.87
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
732
748
888
988
1,151
1,312
1,128
1,589
2,346
2,536
2,850
3,285
3,375
Expenses
711
656
896
769
1,142
1,662
1,054
1,143
1,997
1,825
1,976
2,098
2,126
Operating Profit
21
91
-9
219
9
-350
74
446
348
711
874
1,186
1,249
OPM %
2.9%
12%
-1%
22%
0.8%
-27%
7%
28%
15%
28%
31%
36%
37%
Other Income
89
111
50
401
737
286
1,584
13,810
-116
303
1,220
1,099
1,227
Interest
4
3
4
5
7
14
11
11
18
35
36
42
27
Depreciation
47
24
33
30
22
48
45
45
73
101
113
123
126
PBT
60
175
5
585
716
-126
1,602
14,200
141
878
1,945
2,121
2,322
Tax %
124%
33%
935%
14%
17%
95%
12%
9%
150%
32%
33%
17%
Net Profit
-14
118
-43
501
592
-246
1,418
12,882
-70
595
1,310
1,763
1,910
EPS in Rs
0.4
2.24
-0.39
8.41
9.89
-3.88
22
198
-1.66
8.89
14.85
22.36
24.67
Div. Payout %
150%
27%
-230%
13%
12%
-31%
7%
1%
-228%
49%
40%
38%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
120
121
121
122
122
122
129
129
129
129
129
130
Reserves
1,295
1,422
1,471
1,923
2,421
2,073
5,267
17,113
13,269
30,133
34,774
37,784
Borrowings
1
1
1
1
1
77
65
64
108
246
267
259
Other Liabilities
801
382
459
550
646
621
831
3,177
3,153
5,581
7,600
9,387
Total Liabilities
2,217
1,925
2,053
2,596
3,189
2,893
6,292
20,483
16,658
36,089
42,771
47,559
Fixed Assets
576
82
157
88
88
242
134
1,033
801
810
785
750
CWIP
12
0
1
0
2
0
0
0
4
0
3
18
Investments
1,175
568
551
1,565
1,204
1,133
2,324
15,614
12,403
31,203
37,661
42,299
Other Assets
455
1,276
1,343
943
1,895
1,518
3,834
3,836
3,450
4,077
4,322
4,492
Total Assets
2,217
1,925
2,053
2,596
3,189
2,893
6,292
20,483
16,658
36,089
42,771
47,559
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
51
78
213
253
276
350
276
707
512
702
876
1,076
Investing
-1,051
-2
-165
-149
-59
97
-2,043
-1,177
-358
-852
-818
-611
Financing
1,025
-66
-42
-75
-78
-143
1,880
35
2
120
-127
-363
Net Cash Flow
25
11
7
29
138
304
113
-435
156
-29
-69
102
Free Cash Flow
-390
45
198
240
76
244
268
515
385
673
793
1,003
CFO/OP
615
178
-3,492
173
4,866
-135
499
201
225
142
140
118
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
12
6
4
2
2
3
2
7
2
2
2
1
Cash Conversion Cycle
12
6
4
2
2
3
2
7
2
2
2
1
Working Capital Days
-151
242
185
-27
218
27
582
350
158
133
167
142
ROCE %
2%
12%
3%
15%
4%
-13%
4%
23%
3%
4%
3%
3%

Shareholding Pattern

As of Jun 2026
Promoters 37.47%
DIIs 27.82%
FIIs 23.72%
Public 6.77%
Others 4.22%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
38.41%
38.41%
38.40%
38.40%
38.17%
38.11%
38.11%
38.05%
38.05%
38.05%
37.98%
37.91%
37.88%
37.88%
37.68%
37.63%
37.63%
37.63%
37.59%
37.59%
37.50%
37.47%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.05%
0.01%
0.00%
0.00%
31.22%
0.00%
30.91%
32.13%
32.27%
32.63%
33.25%
32.99%
30.33%
29.66%
27.97%
23.72%
DIIs
10.95%
13.00%
13.38%
14.16%
15.40%
16.03%
16.16%
17.19%
17.74%
18.20%
18.75%
19.08%
20.06%
19.37%
19.56%
19.24%
18.83%
19.02%
21.67%
22.49%
24.08%
27.82%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
8.90%
9.20%
8.87%
9.55%
10.75%
11.19%
9.56%
9.31%
9.31%
8.79%
8.64%
8.19%
7.77%
7.37%
7.19%
7.25%
7.13%
7.20%
7.23%
6.15%
6.27%
6.77%
Others
41.75%
39.39%
39.35%
37.89%
35.68%
34.67%
36.11%
35.43%
34.90%
34.95%
3.41%
34.82%
3.37%
3.25%
3.29%
3.25%
3.16%
3.17%
3.18%
4.11%
4.17%
4.22%
No. of Shareholders
1,36,025
1,79,154
1,78,263
2,41,690
3,35,357
3,60,247
3,57,881
3,35,114
3,29,992
2,95,159
2,66,640
2,38,149
2,09,451
1,86,720
1,86,599
2,00,143
1,93,534
2,02,670
2,21,099
2,23,018
2,36,961
2,57,916

Documents

Frequently Asked Questions about Info Edge (India) Ltd

What does Info Edge (India) Ltd do?
Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial) as well as shiksha.com (online education information services)...
Where is Info Edge (India) Ltd (NAUKRI) listed?
Info Edge (India) Ltd is listed on the Indian stock exchanges. It is listed on NSE: NAUKRI and BSE: 532777. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Info Edge (India) Ltd belong to?
Info Edge (India) Ltd operates in the Retail sector within the E-Services industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Info Edge (India) Ltd?
Info Edge (India) Ltd has a market capitalisation of approximately ₹87608.11 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Info Edge (India) Ltd?
The Price-to-Earnings (PE) ratio of Info Edge (India) Ltd is 54.92. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Info Edge (India) Ltd?
Over the past 52 weeks, Info Edge (India) Ltd has traded between a low of ₹908.3 and a high of ₹1,437.8. This range helps investors understand the stock's price volatility and recent trading levels.
Does Info Edge (India) Ltd pay dividends?
Yes, Info Edge (India) Ltd has a dividend yield of 0.62%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Info Edge (India) Ltd?
Info Edge (India) Ltd has a Return on Equity (ROE) of 4.37%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Info Edge (India) Ltd on Tapetide?
On Tapetide, you can view Info Edge (India) Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial) as well as shiksha.com (online education information services). It also acts as an investor and has invested in many start-ups in the online space and is actively growing its investment portfolio. [1]

Website infoedge.in
CEO Mr. Hitesh Oberoi
Employees 6,238
Listed 2006-11-21
Face Value ₹ 2
Issued Size 64,84,20,600

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