Info Edge logo

Info Edge

NAUKRI NSE

Key Fundamentals

MidcapE-ServicesRetail
Market Cap
₹80,819 Cr
Volatility
Moderate
P/E Ratio
50.7
EBITDA
₹2,231 Cr
Return on Equity
4.37%
Debt to Equity
0.01
Book Value
₹584.7
EPS
₹53.82
52W High
₹1,433.6
52W Low
₹908.3

Tapetide Score

Data-driven rating, 0–100. How it works →

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% lower than 3Y
Net Income Growth
34.58% lower than 3Y
Cash Flow Change
22.9% lower than 3Y
ROE
22.75% higher than 3Y
ROCE
-1.87% lower than 3Y
EBITDA Margin (Avg.)
-2.1% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 2d ago
AI opinion · based on fundamentals
Risk medium

Info Edge (India) Ltd, the parent company of Naukri.com, commands a market cap of ₹80,819 Cr at a PE of 42.9x. The company is virtually debt-free and has delivered 14% TTM sales growth alongside 43% TTM profit growth, though its 3-year average ROE of just 1% and significant other income of ₹1,227 Cr raise questions about the quality and sustainability of core earnings.

Bull Case 8
  • The company is almost debt-free, giving it a clean balance sheet and significant financial flexibility to invest in growth or weather downturns.
  • Compounded profit growth stands at 39% CAGR over 5 years and 62% CAGR over 3 years, reflecting strong earnings momentum.
  • TTM revenue growth of 14% and a 10-year sales CAGR of 16% demonstrate consistent top-line expansion across economic cycles.
  • The company maintains a healthy dividend payout ratio of 42.4%, returning meaningful capital to shareholders even while reinvesting in growth.
  • The 10-year stock CAGR of 22% indicates sustained long-term wealth creation for shareholders over a meaningful period.
  • TTM profit growth of 43% significantly outpaces TTM sales growth of 14%, suggesting improving operating leverage and margin expansion in recent quarters.
  • A price-to-book ratio of 2.16x is relatively modest for a dominant internet platform business, potentially reflecting the drag from investment portfolio mark-to-market fluctuations on book value.
  • The current dividend yield of 0.66% provides a small but tangible income stream, supported by the company's debt-free status and cash generation.
Bear Case 7
  • Return on equity averaged just 1% over the last 3 years and only 3% over 5 years, indicating poor capital efficiency relative to the company's market valuation.
  • Other income of ₹1,227 Cr forms a substantial portion of total earnings, raising concerns that core operating profitability is significantly lower than headline numbers suggest.
  • At a PE of 42.9x, the stock trades at a rich valuation that leaves little room for execution missteps or growth deceleration.
  • The 1-year stock return of -8% and 5-year stock CAGR of -1% indicate the stock has meaningfully underperformed in recent years despite reported profit growth.
  • 5-year ROE of just 3% paired with a 5-year profit CAGR of 39% suggests much of the profit growth is non-operational or offset by a rapidly expanding equity base diluting returns.
  • The gap between 5-year compounded sales growth of 24% and the more recent 3-year sales CAGR of 12% suggests a deceleration in revenue growth momentum.
  • Last year's ROE of only 2% shows no meaningful improvement trend despite strong headline profit growth of 43% TTM, underscoring structural capital allocation concerns.

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

AI News Digest

Anthropic anthropic claude-opus-4.6 2h ago
Positives 3
  • FY26 revenue up 15% YoY Aug 25

    Info Edge reported FY26 standalone revenue of ₹30,520 million, up 15% YoY, with operating PBT rising 16.9%. Total dividend of ₹8.40 per share declared, with AI-powered platforms showing significant progress.

  • Skyserve divestment at $55.55M Aug 27

    Subsidiary Redstart plans to sell Skyserve for $55.55 million, unlocking value from the startup investment portfolio.

  • AGM approves dividend, new directors Aug 26

    Shareholders approved FY26 financials and ₹3.60 final dividend at the 31st AGM. Kapil Kapoor re-appointed and two independent directors added, strengthening board governance.

Neutral 4
  • Investor meetings Aug-Sep 2026 Sep 1

    Info Edge scheduled meetings with institutional investors and analysts from late August through September 7-11, 2026, including one-on-ones and conferences across Noida and Hong Kong.

  • August Jobspeak Index released Sep 7

    Info Edge published its monthly Naukri Jobspeak Index for August 2026, tracking hiring trends across industries, cities, and experience bands.

  • ₹10 crore invested in SIHL Sep 7

    Info Edge approved a ₹10 crore cash investment in wholly-owned subsidiary Startup Investments (Holding) Limited to fund tech investments and AIF contributions.

  • NCLT hearing set Oct 13 Aug 24

    The National Company Law Tribunal, New Delhi Bench, is scheduled to hear Info Edge's scheme of amalgamation petition on October 13, 2026.

TL;DR: Info Edge is executing well with 15% revenue growth and nearly 17% operating PBT growth in FY26, supported by AI-driven platforms in recruitment and real estate. The Skyserve divestment at $55.55M signals disciplined portfolio management. No material headwinds are visible in recent news flow. The trend is positive, with active investor engagement and clean corporate governance actions suggesting continued momentum into FY27.

Quarterly Results

Particulars 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

Particulars 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

Particulars 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

Particulars 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

Particulars 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%

Insights

Beta

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

Log in to view Info Edge insights

61 extracted metrics + investor summaries across FY11–FY26.

Log in — free

Shareholding Pattern

DIIs27.82%Promot.37.47%Others4.22%Public6.77%FIIs23.72%As ofJun 2026

Documents

Frequently Asked Questions about Info Edge

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 trades as NAUKRI on the NSE and under code 532777 on the BSE.
Which sector does Info Edge (India) Ltd belong to?
Info Edge (India) Ltd is classified under the Retail sector, in the E-Services industry.
What is the market capitalisation of Info Edge (India) Ltd?
Info Edge (India) Ltd has a market capitalisation of ₹80,819 Cr, which places it in the Large Cap band.
What is the PE ratio of Info Edge (India) Ltd?
Info Edge (India) Ltd trades at a PE ratio of 50.70, on earnings per share of ₹53.82, against a book value of ₹584.7 per share.
What is the 52-week high and low of Info Edge (India) Ltd?
Over the last 52 weeks Info Edge (India) Ltd has traded between ₹908.3 and ₹1,433.6.
Does Info Edge (India) Ltd pay dividends?
Info Edge (India) Ltd has a dividend yield of 0.66%.
What is the Return on Equity (ROE) of Info Edge (India) Ltd?
Info Edge (India) Ltd reported a return on equity of 4.37%. Its debt-to-equity ratio is 0.01.

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

For AI agents and developers

Reading this as an AI agent, LLM or automated pipeline? Every page on Tapetide is also published as clean Markdown — no navigation, no scripts, just the data. Fetch https://tapetide.com/stocks/NAUKRI.md for Info Edge (India) Ltd: company profile, latest price, key fundamentals, the Tapetide Score, growth rates, quarterly and annual financial statements, shareholding pattern, technical indicators, analyst ratings and exchange filings.

Append .md to any Tapetide URL for the same treatment. A full index of what we publish is at /llms.txt and /llms-full.txt. For live, structured queries instead of documents, use our MCP server.

Explore More

More in Retail → FII DII Data Stock Screener Nifty 50 Heatmap F&O Ban List