Retailing
Valuation | |
|---|---|
| Market Cap | 82.93 kCr |
| Price/Earnings (Trailing) | 87.35 |
| Price/Sales (Trailing) | 19.98 |
| EV/EBITDA | 38.49 |
| Price/Free Cashflow | 110.18 |
| MarketCap/EBT | 41.5 |
| Enterprise Value | 82.65 kCr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | -2% |
| Price Change 1M | -6.4% |
| Price Change 6M | -8.1% |
| Price Change 1Y | -8.8% |
| 3Y Cumulative Return | 20.6% |
| 5Y Cumulative Return | 7.1% |
| 7Y Cumulative Return | 21% |
| 10Y Cumulative Return | 23.2% |
| Revenue (TTM) |
| 4.15 kCr |
| Rev. Growth (Yr) | 5.7% |
| Earnings (TTM) | 1.66 kCr |
| Earnings Growth (Yr) | 310.1% |
Profitability | |
|---|---|
| Operating Margin | 48% |
| EBT Margin | 48% |
| Return on Equity | 3.27% |
| Return on Assets | 2.79% |
| Free Cashflow Yield | 0.91% |
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 | 75.32 |
| Interest/Cashflow Ops | 35.77 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 6 |
| Dividend Yield | 0.47% |
| Shares Dilution (1Y) | 0.10% |
| Shares Dilution (3Y) | 0.50% |
Balance Sheet: Strong Balance Sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Growth: Good revenue growth. With 46.4% growth over past three years, the company is going strong.
Profitability: Very strong Profitability. One year profit margin are 40%.
Size: It is among the top 200 market size companies of india.
Past Returns: In past three years, the stock has provided 20.6% return compared to 12.7% by NIFTY 50.
Smart Money: Smart money is losing interest in the stock.
Momentum: Stock is suffering a negative price momentum. Stock is down -6.4% in last 30 days.
Insider Trading: Significant insider selling noticed recently.
Technicals: SharesGuru indicator is Bearish.
Balance Sheet: Strong Balance Sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Growth: Good revenue growth. With 46.4% growth over past three years, the company is going strong.
Profitability: Very strong Profitability. One year profit margin are 40%.
Size: It is among the top 200 market size companies of india.
Past Returns: In past three years, the stock has provided 20.6% return compared to 12.7% by NIFTY 50.
Smart Money: Smart money is losing interest in the stock.
Momentum: Stock is suffering a negative price momentum. Stock is down -6.4% in last 30 days.
Insider Trading: Significant insider selling noticed recently.
Technicals: SharesGuru indicator is Bearish.
Investor Care | |
|---|---|
| Dividend Yield | 0.47% |
| Dividend/Share (TTM) | 6 |
| Shares Dilution (1Y) | 0.10% |
| Earnings/Share (TTM) | 14.64 |
Financial Health | |
|---|---|
| Current Ratio | 3.15 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 38.43 |
| RSI (5d) | 29.79 |
| RSI (21d) | 37.37 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Sell |
| RSI Signal | Hold |
| RSI5 Signal | Buy |
| RSI21 Signal | Hold |
| 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.
Management's outlook for Info Edge (India) Limited, as communicated in the earnings conference call, reflects cautious optimism in light of prevailing market conditions. Mr. Hitesh Oberoi, Managing Director, indicated that despite some improvements in recruitment billings due to engagement metrics, the overall hiring environment remains "modest" with "unpredictable" demand. Billings growth for H1FY26 was reported at 12%, with Q2FY26 demonstrating a 14% increase in revenue year-on-year (YOY), totaling Rs. 746 crores. The recruitment segment specifically saw standalone billings rise to Rs. 545 crores, marking an 11% YOY growth, with revenue growth at 13% to Rs. 558 crores.
Key forward-looking points mentioned include:
Management expressed that while cautious, they are committed to navigating through the current landscape and capitalizing on long-term growth potential through strategic investments and operational efficiencies.
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 | 13.14 kCr | 1.87 kCr | -1.40% | +4.90% | 21.67 | 7.04 | - | - |
| JUSTDIAL | Just Dial | 5.53 kCr |
Comprehensive comparison against sector averages
NAUKRI metrics compared to Retailing
| Category | NAUKRI | Retailing |
|---|---|---|
| PE | 87.35 | 512.85 |
| PS | 19.98 | 3.80 |
| Growth | 29.3 % | 22.4 % |
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.
| Sell |
| SMA 20 Signal | Sell |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
NAUKRI vs Retailing (2021 - 2026)
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.
General • 27 Jan 2026 Update Regarding Whistle-Blower Complaint in 99acres Business Vertical |
Acquisition • 19 Jan 2026 Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. |
General • 16 Jan 2026 Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Re-constitution and Revision in Committee Composition |
Resignation of Director • 15 Jan 2026 Intimation pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. |
Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 • 07 Jan 2026 Certificate under Regulation 74(5) of Securities and Exchange Board of India (Depositories and Participants) Regulations, 2018 |
This information is AI-generated and may contain inaccuracies. Please verify from multiple sources.
Q&A Section Summary:
Vivekanand's Question: "Hitesh, can you elaborate on the outlook for recruitment growth, given the moderation to around 10% down from 15% in FY25?"
Hitesh's Answer: The hiring market is modest and unpredictable. Companies are not hiring as they did previously. We're fighting for renewals and new customers in a tough climate. While IT hiring is slow, non-IT sectors are growing at 10-15%. If GDP growth improves, it may stabilize hiring dynamics.
Vivekanand's Follow-up: "What about diversification efforts in recruitment? What's the contribution from Naukri India?"
Hitesh's Answer: Naukri India remains our core, constituting about 75-80% of revenue. We're investing in premium talent and platforms like iimjobs and JobHai for growth. Demand for premium professionals is rising, while the blue-collar market is also growing.
Vivekanand's Last Question: "What's the roadmap for profitability in non-recruitment businesses?"
Hitesh's Answer: 99acres is gaining traffic share, but monetization is lagging. Jeevansathi is growing well, while Shiksha faces traffic declines. JobHai is being invested in with expected growth. Profitability timelines vary by business but will depend on sustained revenue growth.
Sachin's Question: "How do you view GCCs expanding in India post H1B changes?"
Hitesh's Answer: GCCs represent a significant opportunity and have been growing at 17-18%. They already employ a large workforce in India. If H1B issues prompt new GCCs to hire more in India, it could benefit our platform.
Sachin's Follow-up: "Regarding marketing spends, how can soft billings affect marketing strategy?"
Hitesh's Answer: We are increasing marketing spends in businesses like 99acres, Jeevansathi, and JobHai where we see market share opportunities. If our marketing continues to yield results, we'll keep investing.
Swapnil's Question: "What are the growth rates for iimjobs, Naukri Fast Forward, and NaukriGulf?"
Hitesh's Answer: NaukriGulf grew by 22%. Other businesses saw slower growth due to ongoing market strategy experiments related to offerings.
Vivekanand's Question: "What reason is behind the scalability challenges faced by DoSelect and Zwayam?"
Hitesh's Answer: Scalability is affected by a modest hiring market. We believe we can do much better with Zwayam, requiring increased focus to achieve growth.
Vivekanand's Final Question: "What are the timelines for the merger with Makesense Technologies?"
Chintan's Answer: It could take another year, as merging is contingent on various procedural timelines.
These responses reflect overall company performance and strategic positioning in light of market conditions and competitive dynamics.
| Government of Singapore |
| 2.81% |
| Anil Lall | 2.42% |
| Uti Flexi Cap Fund | 2.07% |
| Kapil Kapoor | 1.78% |
| 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% |
| Meera Oberai | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
| 1.59 kCr |
| -10.00% |
| -24.30% |
| 9.61 |
| 3.48 |
| - |
| - |
| QUESS | Quess Corp | 2.9 kCr | 16.69 kCr | -8.50% | -66.70% | 33.04 | 0.17 | - | - |
| TEAMLEASE | TeamLease Services | 2.29 kCr | 11.74 kCr | -12.30% | -46.90% | 19.53 | 0.2 | - | - |
| MATRIMONY | Matrimony.com | 1.22 kCr | 480.48 Cr | +7.70% | -3.50% | 35.89 | 2.55 | - | - |
| HTMEDIA | HT Media | 520.48 Cr | 2.07 kCr | -4.40% | +11.40% | 29.42 | 0.25 | - | - |
| 526.3% |
| 25 |
| -4.63 |
| 26 |
| -45.77 |
| 165 |
| 2.48 |
| Total profit before tax | -1.6% | 429 | 436 | 757 | 377 | 588 | 346 |
| Current tax | 3.4% | 92 | 89 | 64 | 81 | 66 | 75 |
| Deferred tax | -699.3% | -10.75 | -0.47 | -0.33 | 1.26 | 349 | -1.95 |
| Total tax | -8% | 81 | 88 | 64 | 83 | 415 | 73 |
| Total profit (loss) for period | 1.5% | 348 | 343 | 678 | 288 | 85 | 259 |
| Other comp. income net of taxes | -24.5% | 5,722 | 7,575 | -10,387.89 | 2,894 | 8,085 | 3,324 |
| Total Comprehensive Income | -23.3% | 6,070 | 7,918 | -9,709.99 | 3,182 | 8,170 | 3,583 |
| Earnings Per Share, Basic | 9% | 4.89 | 4.57 | 1.432 | 3.75 | 0.36 | 3.606 |
| Earnings Per Share, Diluted | 9% | 4.88 | 4.56 | 1.428 | 3.732 | 0.358 | 3.59 |
| 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 | - | - |
General • 07 Jan 2026 Company Update for the Quarter and Nine months ended December 31, 2025 |
General • 06 Jan 2026 Company Update on Naukri Jobspeak Report |
Analysis of Info Edge(India)'s financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Sep 30, 2025
| Description | Share | Value |
|---|---|---|
| Recruitment Solutions | 72.2% | 581.6 Cr |
| 99acres for real estate | 14.3% | 115.1 Cr |
| Others | 13.5% | 108.8 Cr |
| Total | 805.5 Cr |