High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Past Returns: Outperforming stock! In past three years, the stock has provided 16.8% return compared to 7.7% by NIFTY 50.
Size: It is among the top 200 market size companies of india.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Profitability: Very strong Profitability. One year profit margin are 43%.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
No major cons observed.
Valuation | |
|---|---|
| Market Cap | 86.24 kCr |
| Price/Earnings (Trailing) | 53.85 |
| Price/Sales (Trailing) | 19.55 |
| EV/EBITDA | 34.83 |
| Price/Free Cashflow | 86.12 |
| MarketCap/EBT | 37.3 |
| Enterprise Value | 85.88 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.41 kCr |
| Rev. Growth (Yr) | 6.9% |
| Earnings (TTM) | 1.91 kCr |
| Earnings Growth (Yr) | 42.9% |
Profitability | |
|---|---|
| Operating Margin | 48% |
| EBT Margin | 52% |
| Return on Equity | 4.73% |
| Return on Assets | 4.02% |
| Free Cashflow Yield | 1.16% |
Growth & Returns | |
|---|---|
| Price Change 1W | -2.3% |
| Price Change 1M | 7.6% |
| Price Change 6M | 29.2% |
| Price Change 1Y | -4.7% |
| 3Y Cumulative Return | 16.8% |
| 5Y Cumulative Return | 2.4% |
| 7Y Cumulative Return | 18.7% |
| 10Y Cumulative Return | 23% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -610.71 Cr |
| Cash Flow from Operations (TTM) | 1.08 kCr |
| Cash Flow from Financing (TTM) | -363.28 Cr |
| Cash & Equivalents | 365.42 Cr |
| Free Cash Flow (TTM) | 1 kCr |
| Free Cash Flow/Share (TTM) | 15.44 |
Balance Sheet | |
|---|---|
| Total Assets | 47.56 kCr |
| Total Liabilities | 7.19 kCr |
| Shareholder Equity | 40.37 kCr |
| Current Assets | 4.89 kCr |
| Current Liabilities | 1.98 kCr |
| Net PPE | 356.24 Cr |
| Inventory | 0.00 |
| Goodwill | 322.49 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 84.35 |
| Interest/Cashflow Ops | 40.73 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 8.4 |
| Dividend Yield | 0.63% |
| Shares Dilution (1Y) | 0.10% |
| Shares Dilution (3Y) | 0.40% |
Past Returns: Outperforming stock! In past three years, the stock has provided 16.8% return compared to 7.7% by NIFTY 50.
Size: It is among the top 200 market size companies of india.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Profitability: Very strong Profitability. One year profit margin are 43%.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
No major cons observed.
Investor Care | |
|---|---|
| Dividend Yield | 0.63% |
| Dividend/Share (TTM) | 8.4 |
| Shares Dilution (1Y) | 0.10% |
| Earnings/Share (TTM) | 24.7 |
Financial Health | |
|---|---|
| Current Ratio | 2.47 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 64.05 |
| RSI (5d) | 1.76 |
| RSI (21d) | 60.87 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Buy |
| RSI21 Signal | Hold |
| SMA 5 Signal | Sell |
| SMA 10 Signal | Sell |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of Info Edge(India)'s latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management's outlook for Info Edge (India) Limited, as expressed during the earnings conference call for Q4 FY26 on May 22, 2026, indicates a cautious but optimistic approach towards growth across its business segments.
Key forward-looking points shared by management include:
Recruitment Business: Management highlighted a focus on enhancing hiring volume, share of hiring, and revenue per hire. Key initiatives include targeted offerings in the premium segment, the development of AI capabilities for improved recruiter productivity, and a strategic push for JobHai in the value segment. The recruitment business has exhibited a moderate growth trajectory, with standalone recruitment billings reported at Rs.2,374 crores for FY26, reflecting a 10% YoY growth.
Real Estate Segment: The 99acres platform aims to leverage its leading traffic share, which grew to 52% in April 2026. There is an expectation of accelerated growth in the coming year, with management forecasting a potential doubling of revenue over the next few years due to intensified focus on execution and a strategic push into the new home segment.
Matchmaking Business: Jeevansathi demonstrated a growing trend in billings, achieving Rs.142 crores, a 28% increase YoY. Management aims to utilize AI to enhance matching quality and monetization efforts, with an aim to further escalate growth in this segment.
Education Business: The company acknowledges headwinds due to AI-driven changes in user behavior affecting the Shiksha segment. In response, management plans to invest in counselling capabilities and diversify destination offerings to adapt to market shifts.
Financial Guidance: Management aims to maintain operating margins in the recruitment segment, suggesting they could hold steady if FY27 topline growth exceeds 10%. Operating profits for FY26 reached Rs.1,138 crores, up 17% YoY, with a focus on sustained profitability amidst ongoing investments in growth areas like JobHai and AI.
Overall, management conveyed a strategic shift towards leveraging advancements in AI and data capabilities across their platforms to enhance user experience and operational efficiency, while being cautious about macroeconomic conditions affecting demand across segments.
Question 1: "What kind of comments are we hearing from corporates regarding hiring, especially in GCC, IT, and non-IT sectors?"
Answer: The overall job market sentiment is subdued; it's lukewarm with hiring happening in pockets. Smaller GCCs are hiring, but larger ones have shrunk headcounts. The non-IT sector has also slowed. Hiring is focused on regions like machine learning and AI, but in general, companies are cautious and taking time with hires. If the Indian economy improves, we expect the non-IT sectors to pick up hiring.
Question 2: "What specifically happened in 99acres this quarter regarding its performance and margins?"
Answer: Our team has excelled in growing traffic share, now at 52%. Responses have doubled in resale and rental segments. Despite Q4 hiccups, our focus on execution has led to solid growth. Sustained profits are likely if we maintain momentum. We expect revenues to follow traffic share with a lag, and further share gains can solidify our leading position.
Question 3: "What incremental opportunities is InfoEdge Ventures exploring in AI investments?"
Answer: Currently, over 50 of our 130+ non-strategic investments are AI-focused. The AI sector is active, with substantial government and private capital flowing in. Our challenge is to identify sustainable models. We aren't specifically seeking AI firms but observing organic growth in opportunities that integrate AI elements within existing businesses.
Question 4: "Is there any change in competition on 99acres enabling traffic share growth?"
Answer: We believe the increase in traffic share is primarily due to our execution. Adept focus on customer needs and market gaps has driven our success. Our competitors are facing challenges with leadership changes and rising burn rates, giving us the opportunity to strengthen our position as leaders across key cities.
Question 5: "Are we witnessing a shift towards premium but lower-volume hiring in the recruitment space?"
Answer: Premium jobs, especially in AI and machine learning, are growing faster than mid-level ones. However, most roles are still in the Rs. 20-40 lakhs range. While LinkedIn is a competitor, Naukri has a solid footprint. We're improving our offerings to capture this premium segment, with confidence in growing our market share accordingly.
Analysis of Info Edge(India)'s financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Jun 30, 2026
| Description | Share | Value |
|---|---|---|
| Recruitment Solutions | 71.4% | 629.2 Cr |
| 99acres for real estate | 14.7% | 129.8 Cr |
| Others | 13.8% | 121.7 Cr |
| Total | 880.7 Cr |
Understand Info Edge(India) ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Sanjeev Bikhchandani | 24.03% |
| Sanjeev Bikhchandani & Hitesh Oberoi (Endeavour Holding Trust) | 6.22% |
| ICICI PRUDENTIAL LARGE & MID CAP FUND | 6.15% |
| Hitesh Oberoi | 4.94% |
| LIFE INSURANCE CORPORATION OF INDIA - P & GS Fund | 3.75% |
| NIPPON LIFE INDIA TRUSTEE LTD- A/C NIPPON INDIA GROWTH MID CAP FUND | 3.36% |
| Nalanda India Equity Fund Limited | 2.83% |
| UTI-FLEXI CAP FUND | 2.56% |
| Anil Lall | 2.42% |
| Kapil Kapoor | 1.78% |
| NPS TRUST- A/C HDFC PENSION FUND MANAGEMENT LIMITED SCHEME E - TIER I | 1.47% |
| Surabhi Motihar Bikhchandani | 1.15% |
| Dayawanti Bikhchandani | 1.13% |
| Ambarish Raghuvanshi | 1.05% |
| Rimy Oberoi | 0% |
| Suresh Kumar Oberai | 0% |
| Meera Oberai | 0% |
| Misha Oberoi | 0% |
| Megha Oberoi | 0% |
| Divya Batra | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Info Edge(India) against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| INDIAMART | IndiaMART InterMESH | 10.56 kCr | 1.83 kCr | +0.70% | -33.90% | 21.37 | 5.77 | - | - |
| QUESS | Quess Corp | 5.54 kCr | 15.87 kCr | +13.60% | +23.70% | 21.87 | 0.35 | - | - |
| JUSTDIAL | Just Dial | 5.45 kCr | 1.58 kCr | -12.10% | -21.90% | 10.38 | 3.44 | - | - |
| TEAMLEASE | TeamLease Services | 2.09 kCr | 12.08 kCr | -7.00% | -32.70% | 14.15 | 0.17 | - | - |
| MATRIMONY | Matrimony.com | 1.06 kCr | 499.05 Cr | +24.90% | +5.80% | 24.21 | 2.13 | - | - |
| HTMEDIA | HT Media | 625.69 Cr | 2.09 kCr | +7.40% | +8.70% | -62.51 | 0.3 | - | - |
Comprehensive comparison against sector averages
NAUKRI metrics compared to Retailing
| Category | NAUKRI | Retailing |
|---|---|---|
| PE | 53.60 | 424.66 |
| PS | 19.46 | 3.74 |
| Growth | 7.6 % | 36.1 % |
Info Edge (India) is a prominent Internet and Catalogue Retail company, identified by the stock ticker NAUKRI. With a substantial market capitalization of Rs. 90,417.2 Crores, the company focuses on online classifieds in several key areas, including recruitment, matrimony, real estate, and education, serving customers in India and internationally.
The company operates through various segments, notably Recruitment Solutions, 99acres, and others. It offers recruitment services primarily through:
In addition to recruitment, Info Edge operates several other brands, including:
The real estate portal 99acres.com facilitates property listings for sale, purchase, and rent. Jeevansathi.com serves as an online matrimonial platform, while shiksha.com offers classified information on educational options, including careers, exams, colleges, and courses. The company also runs aisle.co, a platform supported by various dating apps.
Beyond classifieds, Info Edge provides:
Moreover, the company acts as an investment adviser and manager, offering consulting services and advertising solutions for educational institutions.
Established in 1995 and headquartered in Noida, India, Info Edge (India) has reported a trailing 12-month revenue of Rs. 3,461.1 Crores. It consistently distributes dividends to its investors, currently presenting a dividend yield of 0.07% per year, with a dividend payout of Rs. 4.8 per share over the last year.
Despite having diluted shareholder holdings by 0.6% in the past three years, Info Edge remains a profitable entity, posting a profit of Rs. 720 Crores in the recent four quarters and achieving a remarkable revenue growth of 105.6% over the same period.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
NAUKRI vs Retailing (2021 - 2026)