Info Edge (India) Ltd logo

Info Edge (India) Ltd

NAUKRI NSE

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]

AI Verdict: HOLD Confidence: 6%

Info Edge is a debt-free platform business with strong 61.8% profit CAGR over 5 years and 75% analyst buy ratings, but the low 3-year ROE of 2.57%, a PE of 36.2x, and a 35% stock decline over the past year suggest the valuation needs time to catch up with fundamentals.

Key Fundamentals

MidcapE-ServicesRetail
Market Cap
₹65,354 Cr
Volatility
Moderate
P/E Ratio
43.76
EBITDA
₹1,172 Cr
Return on Equity
1.88%
Debt to Equity
0.01
Book Value
₹584.7
EPS
₹53.82
52W High
₹1,537.2
52W Low
₹908.3

Technical Indicators

Key Insights

Strengths

3
  • Company is almost debt free.
  • Company has delivered good profit growth of 61.8% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 42.4%

Weaknesses

3
  • Company has a low return on equity of 2.57% over last 3 years.
  • Earnings include an other income of Rs.1,099 Cr.
  • Working capital days have increased from 194 days to 282 days

Growth Rate

Revenue Growth
-16.27% ↘
Net Income Growth
33.83% ↘
Cash Flow Change
24.71% ↗
ROE
89.36% ↘
ROCE
84.62% ↘
EBITDA Margin (Avg.)
-49.03% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 2d ago
HOLD
Risk medium

Info Edge is a debt-free platform business with strong 61.8% profit CAGR over 5 years and 75% analyst buy ratings, but the low 3-year ROE of 2.57%, a PE of 36.2x, and a 35% stock decline over the past year suggest the valuation needs time to catch up with fundamentals.

Bull Case 8
  • Debt-free balance sheet provides financial flexibility and resilience through economic cycles
  • Compounded profit growth of 62% CAGR over 5 years demonstrates strong operating leverage in the platform model
  • 75% of analysts (15 out of 20) rate the stock a Buy, reflecting broad institutional confidence
  • TTM sales growth of 15% indicates continued top-line momentum despite macro headwinds
  • 10-year stock CAGR of 20% highlights long-term wealth creation track record for patient investors
  • Healthy dividend payout ratio of 42.4% signals shareholder-friendly capital allocation
  • Market cap of Rs.64,087 Cr with P/B of just 1.68x is relatively modest for an asset-light internet platform
  • Compounded sales growth of 24% over 5 years shows the core recruitment and real estate verticals are scaling well
Bear Case 8
  • 3-year ROE of just 2.57% is extremely low, suggesting poor capital efficiency relative to book value
  • Stock has declined 35% over the past 1 year, reflecting significant near-term de-rating by the market
  • Other income of Rs.1,099 Cr inflates reported earnings and masks weaker operating profitability
  • Working capital days increased from 194 to 282 days, indicating deteriorating cash conversion efficiency
  • PE of 36.2x remains elevated given the low single-digit ROE of 3-4% over 3-5 years
  • 3-year stock CAGR of only 5% and 5-year CAGR of just 1% show prolonged underperformance versus broader indices
  • 15% of analysts (3 out of 20) rate the stock a Sell, indicating meaningful disagreement on valuation
  • Dividend yield of 0.85% offers limited income support at current price levels

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

AI News Digest

Anthropic anthropic claude-opus-4.6 2d ago
Headwinds 1
  • Key executive exits Naukri role May 31

    Pawan Goyal ceased to be Whole-time Director and Chief Business Officer-Naukri effective May 31, 2026, also stepping down from Board committee memberships. Loss of a senior leader overseeing the core business segment.

Positives 2
  • Double-digit growth outlook, stable margins May 25

    Management anticipates stable recruitment business margins with double-digit top-line growth, noting margins could improve further if growth pace accelerates.

  • Two independent directors appointed Jun 8

    Radha Rajappa and Rajesh Magow appointed as Non-Executive Independent Directors for five years effective June 9, 2026, strengthening board governance.

Neutral 3
  • Institutional block trades signal activity Jun 22

    Two block trades recorded on NSE — ₹15.09 crore (152,976 shares at ₹986.50) on Jun 22 and ₹48.27 crore (524,738 shares at ₹919.80) on May 25 — reflecting institutional-level positioning.

  • Naukri Jobspeak Index released Jun 1

    May 2026 Naukri Jobspeak Index published, offering hiring activity and job market trend insights across industries and cities.

  • Meetings with institutional investors Jun 2

    Info Edge scheduled meetings with Tata MF, UTI MF, Renaissance Investment Managers, and Walter Scott on June 3-4, 2026, with no UPSI to be shared.

TL;DR: Info Edge shows operational discipline with management guiding for double-digit revenue growth and stable-to-improving margins in recruitment. Board governance is being strengthened with two new independent directors. The key risk is the departure of CBO-Naukri Pawan Goyal, which creates near-term leadership uncertainty in the core business. Overall trend is steady with institutional interest evident through large block trades and active investor engagement.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
605
626
626
627
657
677
701
722
750
791
805
819
869
Expenses
497
445
496
444
453
467
547
457
517
531
526
525
536
Operating Profit
107
181
130
183
204
210
154
266
232
260
280
294
334
OPM %
18%
29%
21%
29%
31%
31%
22%
37%
31%
33%
35%
36%
38%
Other Income
-533
64
212
38
-11
154
379
141
546
209
187
136
572
Interest
1
4
8
5
6
6
6
6
6
7
7
7
7
Depreciation
20
24
26
26
26
26
27
30
31
31
31
30
30
PBT
-447
217
308
190
162
332
500
371
742
431
429
393
869
Tax %
13%
32%
22%
37%
46%
22%
83%
22%
9%
20%
19%
19%
13%
Net Profit
-503
147
240
119
88
259
85
288
678
343
348
317
756
EPS in Rs
-4.22
2.46
3.18
2.34
0.93
3.6
0.36
3.74
7.15
4.57
4.88
4.19
8.73
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
732
748
888
988
1,151
1,312
1,128
1,589
2,346
2,536
2,850
3,285
Expenses
711
656
896
769
1,142
1,662
1,054
1,143
1,997
1,825
1,976
2,113
Operating Profit
21
91
-9
219
9
-350
74
446
348
711
874
1,172
OPM %
3%
12%
-1%
22%
1%
-27%
7%
28%
15%
28%
31%
36%
Other Income
89
111
50
401
737
286
1,584
13,810
-116
303
1,220
1,099
Interest
4
3
4
5
7
14
11
11
18
35
36
27
Depreciation
47
24
33
30
22
48
45
45
73
101
113
123
PBT
60
175
5
585
716
-126
1,602
14,200
141
878
1,945
2,121
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
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
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
9,388
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
521
702
876
1,076
Investing
-1,051
-2
-165
-149
-59
97
-2,043
-1,177
-367
-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
394
673
793
1,003
CFO/OP
615
178
-3,492
173
4,866
-135
499
201
227
142
140
119
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
282
ROCE %
2%
12%
3%
15%
4%
-13%
4%
23%
3%
4%
3%
5%

Shareholding Pattern

As of Mar 2026
Promoters 37.50%
FIIs 27.97%
DIIs 24.08%
Public 6.27%
Others 4.17%
Total 99.99%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 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%
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%
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%
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%
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%
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%
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

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 Consumer Discretionary sector within the Retailing 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 ₹65354.31 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 43.76. 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 ₹1,537.2. 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 0.83%. 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 1.88%. 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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