Retailing
Valuation | |
|---|---|
| Market Cap | 73.99 kCr |
| Price/Earnings (Trailing) | 75.61 |
| Price/Sales (Trailing) | 17.42 |
| EV/EBITDA | 34.06 |
| Price/Free Cashflow | 110.18 |
| MarketCap/EBT | 36.73 |
| Enterprise Value | 73.71 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.25 kCr |
| Rev. Growth (Yr) | 10.7% |
| Earnings (TTM) | 1.68 kCr |
| Earnings Growth (Yr) | 9.8% |
Profitability | |
|---|---|
| Operating Margin | 48% |
| EBT Margin | 47% |
| Return on Equity | 3.33% |
| Return on Assets | 2.84% |
| Free Cashflow Yield | 0.91% |
Growth & Returns | |
|---|---|
| Price Change 1W | -4.8% |
| Price Change 1M | -16.1% |
| Price Change 6M | -20.7% |
| Price Change 1Y | -28% |
| 3Y Cumulative Return | 16% |
| 5Y Cumulative Return | 1.1% |
| 7Y Cumulative Return | 18.2% |
| 10Y Cumulative Return | 22.2% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -817.77 Cr |
| Cash Flow from Operations (TTM) | 875.84 Cr |
| Cash Flow from Financing (TTM) | -126.99 Cr |
| Cash & Equivalents | 280.04 Cr |
| Free Cash Flow (TTM) | 792.99 Cr |
| Free Cash Flow/Share (TTM) | 12.24 |
Balance Sheet | |
|---|---|
| Total Assets | 59.4 kCr |
| Total Liabilities | 8.72 kCr |
| Shareholder Equity | 50.67 kCr |
| Current Assets | 5.11 kCr |
| Current Liabilities | 1.62 kCr |
| Net PPE | 360.03 Cr |
| Inventory | 0.00 |
| Goodwill | 322.49 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 74.1 |
| Interest/Cashflow Ops | 35.77 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 6 |
| Dividend Yield | 0.53% |
| Shares Dilution (1Y) | 0.10% |
| Shares Dilution (3Y) | 0.40% |
Smart Money: Smart money has been increasing their position in the stock.
Profitability: Very strong Profitability. One year profit margin are 40%.
Balance Sheet: Strong Balance Sheet.
Past Returns: In past three years, the stock has provided 16% return compared to 12.6% by NIFTY 50.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Size: It is among the top 200 market size companies of india.
Insider Trading: There's significant insider buying recently.
Momentum: Stock is suffering a negative price momentum. Stock is down -16.1% in last 30 days.
Smart Money: Smart money has been increasing their position in the stock.
Profitability: Very strong Profitability. One year profit margin are 40%.
Balance Sheet: Strong Balance Sheet.
Past Returns: In past three years, the stock has provided 16% return compared to 12.6% by NIFTY 50.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Size: It is among the top 200 market size companies of india.
Insider Trading: There's significant insider buying recently.
Momentum: Stock is suffering a negative price momentum. Stock is down -16.1% in last 30 days.
Investor Care | |
|---|---|
| Dividend Yield | 0.53% |
| Dividend/Share (TTM) | 6 |
| Shares Dilution (1Y) | 0.10% |
| Earnings/Share (TTM) | 15.09 |
Financial Health | |
|---|---|
| Current Ratio | 3.15 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 26.17 |
| RSI (5d) | 7.33 |
| RSI (21d) | 28.47 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Buy |
| SharesGuru Signal | Buy |
| RSI Signal | Buy |
| RSI5 Signal | Buy |
| RSI21 Signal | Buy |
| SMA 5 Signal | Sell |
| SMA 10 Signal |
Updated May 4, 2025
The stock has experienced a decline of over 30% since January 2025, attributed to fears of a slowdown in IT spending affecting recruitment revenues.
Info Edge received an income tax demand of Rs 17.05 crore, mainly due to disallowed ESOP expenses, raising concerns over its financial position.
Analysts have warned of a bearish outlook due to ongoing challenges in the IT sector, which could affect recruitment revenues for Info Edge.
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.
The management of Info Edge (India) Limited provided an optimistic outlook during the earnings conference call for Q3 FY26. They reported standalone billings of Rs. 747 crores, achieving a year-over-year growth of 12%, while revenue was Rs. 765 crores, a 14% increase. Operational profits rose by 13% to Rs. 297 crores, with operating margins at 39%. Cash generated from operations before taxes was Rs. 376 crores.
For the first nine months of FY26, billings totaled Rs. 2,120 crores, reflecting a 12% YOY growth, while revenue increased to Rs. 2,247 crores, also up 14%. Operating profits grew to Rs. 815 crores, and the cash balance at year-end stood at Rs. 4,825 crores. Management announced a revised dividend payout ratio of up to 65% of PAT, an increase from the last year's 39%, along with a second interim dividend of Rs. 2.40 per share.
Management highlighted forward-looking strategies, emphasizing growth across segments, particularly in premium hiring, which is expected to increase faster due to targeted offerings like Naukri Top Tier. The hiring environment remains challenging, particularly in BFSI and retail sectors, while healthcare and manufacturing continue to grow. The rollout of AI-led solutions, such as AI-Rex, is anticipated to enhance recruiter productivity and operational efficiency.
Management also noted the need to adjust strategies in their education business, focusing on counseling services to mitigate AI-related impacts. They emphasized a commitment to investing in technology and AI capabilities while targeting smaller strategic acquisitions to enhance their market position and competencies.
Overall, the management outlook reflects confidence in sustaining growth across various segments, leveraging technology and improved market strategies, while maintaining a focus on shareholder returns through increased dividends.
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 | 24.15% |
| Sanjeev Bikhchandani & Hitesh Oberoi (Endeavour Holding Trust) | 6.22% |
| Hitesh Oberoi | 4.94% |
| Icici Prudential India Opportunities Fund | 4.38% |
| Life Insurance Corporation Of India - P & Gs Fund | 3.75% |
| Nalanda India Equity Fund Limited | 2.83% |
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 | 12.98 kCr | 1.87 kCr | +0.90% | +4.70% | 21.42 | 6.95 | - | - |
| JUSTDIAL | Just Dial | 5.27 kCr |
Comprehensive comparison against sector averages
NAUKRI metrics compared to Retailing
| Category | NAUKRI | Retailing |
|---|---|---|
| PE | 75.61 | 539.95 |
| PS | 17.42 | 3.91 |
| Growth | 22.8 % | 22.5 % |
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.
| SMA 20 Signal | Sell |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
NAUKRI vs Retailing (2021 - 2026)
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Info Edge reported a significant rise in standalone billings by 19% year-on-year, reaching Rs 984 crore in Q4 FY25.
The company announced a 1:5 stock split to enhance market liquidity, aimed at attracting more retail investors.
Despite recent volatility, Info Edge's revenue growth remains strong, with Naukri.com showing an 18% year-on-year increase in recruitment revenue for Q4 FY25.
This information is AI-generated and may contain inaccuracies. Please verify from multiple sources.
Based on the provided earnings transcript from Info Edge (India) Limited's Q3 FY2026 Conference Call, here are the major questions and their detailed answers:
Question: "Hitesh, just want to double-click and get a little bit more clarity in terms of the hiring segments, what you mentioned, premium, mid-level. Wanted to understand... how are you actually seeing the hiring trends out here?"
Answer: Our overall sense of the market is that volume growth continues to be robust in the premium and value segments. For premium (over Rs. 30 lakhs) and value (under Rs. 5 lakhs), demand remains strong. However, mid-segment salaries between Rs. 5 to Rs. 30 lakhs have moderated to about 4% growth. The hiring landscape remains uncertain, reflecting broader economic conditions.
Question: "Hitesh, how things are picking up in AI-Rex and also a bit on Neo? Would love to actually understand how the adoption of agentic AI has been for you guys?"
Answer: Adoption is still in early stages; about 100 clients are experimenting with AI-Rex, totaling over 20,000 mandates processed. We're fine-tuning our go-to-market strategy and focusing on increasing client usage. Immediate goals include enhancing adoption and productivity, with revenue expected to follow from successful client engagement.
Question: "Can you help us explain a bit more in terms of how India is and Naukri is different as compared to global peers?"
Answer: India's hiring dynamics differ from global models, primarily relying on database searches rather than job postings. While global models get fewer applications, Indian firms get overwhelmed with applications, leading to a preference for database hiring over job postings. This unique environment favors our platform, increasing its value amid potential spam from AI-driven applications.
Question: "Hitesh, our YTD sales growth in the non-hiring segment is close to seven percent. We've seen a sharp slowdown compared to the last year. Is this due to client decisions?"
Answer: Yes, the sales growth in non-hiring is slow, primarily due to a few clients not renewing contracts, likely for internal reasons. The economy's current state plays a role; as it improves, hiring in these sectors should recover. It's less about AI and more linked to cyclical economic conditions affecting client behavior.
Question: "What's the challenge with Zwayam and DoSelect? Their billing is growing at a slower pace than the core business."
Answer: We have been experimenting with different go-to-market strategies and offerings for Zwayam and DoSelect. This adjustment period may temporarily slow growth as we assess market fit and client uptake. We expect to see improved adoption as we refine our approach over the coming quarters.
Question: "JobHai is incurring losses of Rs. 50 crores a year. What's your strategy there?"
Answer: Despite incurring losses, we see strategic importance in developing JobHai. We have focused on the Delhi NCR region to build a strong market presence. We aim to leverage our growing position to increase monetization over time, targeting other major cities gradually while maintaining our market leadership.
Question: "How is the operating environment for startup funding? Are your investees seeing any funding improvement?"
Answer: The funding landscape shows winners emerging among the portfolio, particularly in Funds One and Two. Several companies have secured follow-on funding, demonstrating resilience despite earlier challenges like tariffs. We require a few big winners from each fund to ensure successful returns.
These encapsulate the key inquiries and responses during the Q&A segment of the earnings call, succinctly outlining the company's position on various topics.
| Government of Singapore |
| 2.81% |
| Anil Lall | 2.42% |
| Uti Flexi Cap Fund | 2.07% |
| Kapil Kapoor | 1.78% |
| Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund | 1.7% |
| Axis Elss Tax Saver Fund | 1.43% |
| Nps Trust A/C Uti Pension Fund Limited-Scheme State Govt | 1.3% |
| Surabhi Motihar Bikhchandani | 1.15% |
| Dayawanti Bikhchandani | 1.13% |
| Bandhan Large & Mid Cap Fund | 1.12% |
| Ambarish Raghuvanshi | 1.05% |
| Body Corporate-Ltd Liability Partnership | 0.01% |
| Rimy Oberoi | 0% |
| Suresh Kumar Oberai | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
| 1.59 kCr |
| -12.20% |
| -26.20% |
| 9.15 |
| 3.31 |
| - |
| - |
| QUESS | Quess Corp | 3.07 kCr | 15.09 kCr | +3.50% | -66.30% | 49.56 | 0.2 | - | - |
| TEAMLEASE | TeamLease Services | 2.22 kCr | 11.85 kCr | -8.60% | -34.40% | 17.01 | 0.19 | - | - |
| MATRIMONY | Matrimony.com | 1.02 kCr | 481.4 Cr | -16.20% | -7.10% | 31.13 | 2.11 | - | - |
| HTMEDIA | HT Media | 501.39 Cr | 2.07 kCr | -1.30% | +11.40% | 2154 | 0.24 | - | - |
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
| Exceptional items before tax |
| -320.4% |
| -51.89 |
| 25 |
| -4.63 |
| 26 |
| -45.77 |
| 165 |
| Total profit before tax | -8.4% | 393 | 429 | 436 | 757 | 377 | 588 |
| Current tax | -5.5% | 87 | 92 | 89 | 64 | 81 | 66 |
| Deferred tax | -1.4% | -10.92 | -10.75 | -0.47 | -0.33 | 1.26 | 349 |
| Total tax | -6.2% | 76 | 81 | 88 | 64 | 83 | 415 |
| Total profit (loss) for period | -8.9% | 317 | 348 | 343 | 678 | 288 | 85 |
| Other comp. income net of taxes | -174.7% | -4,271.37 | 5,722 | 7,575 | -10,387.89 | 2,894 | 8,085 |
| Total Comprehensive Income | -165.2% | -3,954.63 | 6,070 | 7,918 | -9,709.99 | 3,182 | 8,170 |
| Earnings Per Share, Basic | -17.7% | 4.2 | 4.89 | 4.57 | 1.432 | 3.75 | 0.36 |
| Earnings Per Share, Diluted | -17.8% | 4.19 | 4.88 | 4.56 | 1.428 | 3.732 | 0.358 |
| 17.9% |
| 80 |
| 68 |
| 45 |
| 40 |
| 44 |
| 41 |
| Other expenses | 12.6% | 500 | 444 | 466 | 387 | 272 | 330 |
| Total Expenses | 11.3% | 1,680 | 1,510 | 1,423 | 1,143 | 870 | 918 |
| Profit Before exceptional items and Tax | 13.9% | 1,287 | 1,130 | 911 | 589 | 347 | 442 |
| Exceptional items before tax | 403.2% | 56 | -17.14 | -294.74 | 9,512 | -3.22 | -123.3 |
| Total profit before tax | 20.8% | 1,344 | 1,113 | 616 | 10,101 | 344 | 319 |
| Current tax | -1.1% | 277 | 280 | 216 | 149 | 76 | 105 |
| Deferred tax | 37535.9% | 293 | 0.22 | -11.5 | 1,029 | -2.79 | 8.09 |
| Total tax | 103.9% | 570 | 280 | 205 | 1,178 | 73 | 113 |
| Total profit (loss) for period | -7.2% | 773 | 833 | 411 | 8,923 | 271 | 206 |
| Other comp. income net of taxes | -87.6% | 1,729 | 13,918 | -3,343.4 | 700 | 7.4 | -4.85 |
| Total Comprehensive Income | -83% | 2,502 | 14,751 | -2,932.21 | 9,623 | 278 | 201 |
| Earnings Per Share, Basic | -88.3% | 2.392 | 12.914 | 6.382 | 138.65 | 4.294 | 3.37 |
| Earnings Per Share, Diluted | -88.3% | 2.384 | 12.868 | 6.362 | 137.84 | 4.264 | 3.35 |
| 72.5% |
| 47,628 |
| 27,614 |
| 35,937 |
| 24,892 |
| 15,218 |
| 9,126 |
| Total non-current financial assets | 68.4% | 47,690 | 28,316 | 35,946 | 25,108 | 15,279 | 9,402 |
| Total non-current assets | 66.7% | 48,272 | 28,953 | 36,503 | 25,641 | 15,791 | 9,785 |
| Total assets | 60.7% | 53,025 | 33,000 | 40,842 | 29,535 | 19,330 | 12,914 |
| Borrowings, non-current | -31.6% | 0.25 | 0.43 | 0.74 | 1.26 | 1.88 | 1.27 |
| Total non-current financial liabilities | 3.3% | 220 | 213 | 200 | 199 | 198 | 67 |
| Total non-current liabilities | 78% | 6,472 | 3,636 | 4,843 | 2,633 | 1,531 | 709 |
| Borrowings, current | -218.7% | 0.49 | 0.84 | 1.14 | 1.26 | 1.26 | 0.85 |
| Total current financial liabilities | 50% | 139 | 93 | 124 | 101 | 110 | 104 |
| Provisions, current | -31% | 90 | 130 | 78 | 111 | 69 | 84 |
| Total current liabilities | -7.2% | 1,543 | 1,662 | 1,340 | 1,425 | 1,176 | 1,279 |
| Total liabilities | 51.3% | 8,015 | 5,298 | 6,183 | 4,058 | 2,707 | 1,988 |
| Equity share capital | 0% | 129 | 129 | 129 | 129 | 129 | 129 |
| Total equity | 62.5% | 45,009 | 27,701 | 34,659 | 25,476 | 16,623 | 10,926 |
| Total equity and liabilities | 60.7% | 53,025 | 33,000 | 40,842 | 29,535 | 19,330 | 12,914 |
| 58.9% |
| 241 |
| 152 |
| 929 |
| 829 |
| - |
| - |
| Proceeds from sales of PPE | -3% | 0.32 | 0.34 | 0.45 | 0.38 | - | - |
| Purchase of property, plant and equipment | 216% | 80 | 26 | 58 | 24 | - | - |
| Purchase of intangible assets under development | - | 0.22 | 0 | 0 | 0 | - | - |
| Cash receipts from repayment of advances and loans made to other parties | -101.9% | 0 | 53 | 62 | 12 | - | - |
| Interest received | 23.4% | 238 | 193 | 157 | 127 | - | - |
| Other inflows (outflows) of cash | -6.2% | -587.64 | -553.33 | 384 | -691.68 | - | - |
| Net Cashflows From Investing Activities | -30.3% | -671.2 | -515.07 | -546.66 | -1,053.87 | - | - |
| Proceeds from issuing shares | 21.6% | 0.31 | 0.12 | 0.31 | 0.18 | - | - |
| Proceeds from borrowings | -288.7% | 0 | 1.53 | 2.09 | 0.58 | - | - |
| Repayments of borrowings | 100% | 1.26 | 1.13 | 0.54 | 0.26 | - | - |
| Payments of lease liabilities | 0% | 24 | 24 | 19 | 14 | - | - |
| Dividends paid | 26.6% | 310 | 245 | 193 | 206 | - | - |
| Interest paid | 20% | 19 | 16 | 3.88 | 4.63 | - | - |
| Net Cashflows from Financing Activities | -24.2% | -353.99 | -284.9 | -214.12 | -224.24 | - | - |
| Net change in cash and cash eq. | -234.6% | -40.74 | 32 | 27 | -553.4 | - | - |
Acquisition • 17 Feb 2026 Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 |
Analysis of Info Edge(India)'s financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Dec 31, 2025
| Description | Share | Value |
|---|---|---|
| Recruitment Solutions | 72.2% | 591.5 Cr |
| 99acres for real estate | 14.5% | 118.6 Cr |
| Others | 13.3% | 109.3 Cr |
| Total | 819.4 Cr |