Info Edge (India) Ltd

Info Edge (India) Ltd

₹ 5,705 -0.88%
31 May 4:01 p.m.
About

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]

Key Points

Recruitment: Naukri.com (74%)
The company's largest business is online recruitment run under naukri.com accounts for ~80% of traffic share. With 82 Mn resumes and 70 k Job Seekers availed premium services with 72100 unique clients Based on IND-AS revenue with a continued focus on new product launches (like Talent Pulse, Enterprise Resdex, etc.) [1] [2] [3]

  • Market Cap 73,821 Cr.
  • Current Price 5,705
  • High / Low 6,546 / 3,815
  • Stock P/E 114
  • Book Value 2,339
  • Dividend Yield 0.39 %
  • ROCE 4.36 %
  • ROE 2.96 %
  • Face Value 10.0

Pros

  • Company is almost debt free.
  • Company has delivered good profit growth of 55.9% CAGR over last 5 years

Cons

  • Company has a low return on equity of 5.92% over last 3 years.
  • Earnings include an other income of Rs.303 Cr.

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

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Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Mar 2021 Jun 2021 Sep 2021 Dec 2021 Mar 2022 Jun 2022 Sep 2022 Dec 2022 Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024
301 327 364 421 473 547 604 590 605 626 626 627 657
269 325 329 304 402 519 558 435 497 445 496 444 453
Operating Profit 32 3 35 117 71 29 47 155 107 181 130 183 204
OPM % 10% 1% 10% 28% 15% 5% 8% 26% 18% 29% 21% 29% 31%
413 203 8,315 4,801 701 327 123 -34 -533 64 212 38 -11
Interest 1 1 1 1 1 1 3 1 1 4 8 5 6
Depreciation 11 12 13 11 12 15 17 20 20 24 26 26 26
Profit before tax 432 193 8,336 4,905 760 339 149 99 -447 217 308 190 162
Tax % 28% 19% 12% 6% 5% 14% 37% 53% -13% 32% 22% 37% 46%
311 155 7,369 4,633 720 292 94 46 -503 147 240 119 88
EPS in Rs 23.97 11.83 572.37 357.33 48.83 13.87 7.99 -9.02 -21.12 12.28 15.88 11.68 4.67
Raw PDF

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2013 Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
472 567 732 748 888 988 1,151 1,312 1,128 1,589 2,346 2,536
351 471 711 656 896 769 1,142 1,662 1,054 1,143 1,997 1,838
Operating Profit 121 97 21 91 -9 219 9 -350 74 446 348 698
OPM % 26% 17% 3% 12% -1% 22% 1% -27% 7% 28% 15% 28%
24 48 89 111 50 401 737 286 1,584 13,810 -116 303
Interest 3 3 4 3 4 5 7 14 11 11 18 22
Depreciation 12 21 47 24 33 30 22 48 45 45 73 101
Profit before tax 130 120 60 175 5 585 716 -126 1,602 14,200 141 878
Tax % 41% 49% 124% 33% 935% 14% 17% -95% 12% 9% 150% 32%
76 60 -14 118 -43 501 592 -246 1,418 12,882 -70 595
EPS in Rs 8.39 8.21 2.00 11.21 -1.95 42.05 49.43 -19.39 109.98 990.77 -8.31 44.46
Dividend Payout % 12% 30% 150% 27% -230% 13% 12% -31% 7% 1% -228% 49%
Compounded Sales Growth
10 Years: 16%
5 Years: 17%
3 Years: 31%
TTM: 8%
Compounded Profit Growth
10 Years: 28%
5 Years: 56%
3 Years: 71%
TTM: 358%
Stock Price CAGR
10 Years: 23%
5 Years: 23%
3 Years: 9%
1 Year: 35%
Return on Equity
10 Years: 5%
5 Years: 5%
3 Years: 6%
Last Year: 3%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Mar 2013 Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
Equity Capital 109 109 120 121 121 122 122 122 129 129 129 129
Reserves 499 563 1,295 1,422 1,471 1,923 2,421 2,073 5,267 17,113 13,269 30,133
1 1 1 1 1 1 1 77 65 64 108 246
216 387 801 382 459 550 646 621 831 3,177 3,153 5,582
Total Liabilities 825 1,060 2,217 1,925 2,053 2,596 3,189 2,893 6,292 20,483 16,658 36,091
152 149 576 82 157 88 88 242 134 1,033 801 810
CWIP 10 10 12 0 1 0 2 0 0 0 4 0
Investments 261 538 1,175 568 551 1,565 1,204 1,133 2,324 15,614 12,403 31,203
402 363 455 1,276 1,343 943 1,895 1,518 3,834 3,836 3,450 4,079
Total Assets 825 1,060 2,217 1,925 2,053 2,596 3,189 2,893 6,292 20,483 16,658 36,091

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2013 Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
75 81 51 78 213 253 276 350 276 707 521 702
-46 -204 -1,051 -2 -165 -149 -59 97 -2,043 -1,177 -367 -852
-12 130 1,025 -66 -42 -75 -78 -143 1,880 35 2 120
Net Cash Flow 16 7 25 11 7 29 138 304 113 -435 156 -29

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2013 Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
Debtor Days 7 6 12 6 4 2 2 3 2 7 2 2
Inventory Days
Days Payable
Cash Conversion Cycle 7 6 12 6 4 2 2 3 2 7 2 2
Working Capital Days -136 -138 -151 242 185 -27 218 33 588 355 162 241
ROCE % 25% 16% 2% 12% 3% 15% 4% -13% 4% 23% 3%

Shareholding Pattern

Numbers in percentages

19 Recently
Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024
38.41% 38.40% 38.40% 38.17% 38.11% 38.11% 38.05% 38.05% 38.05% 37.97% 37.90% 37.88%
37.74% 37.77% 36.37% 33.99% 32.72% 31.81% 31.88% 31.41% 31.54% 31.21% 30.47% 30.91%
13.26% 13.61% 14.36% 15.66% 16.37% 16.50% 16.81% 17.36% 17.82% 18.24% 19.46% 19.40%
0.00% 0.00% 0.00% 0.00% 0.00% 0.37% 0.37% 0.37% 0.37% 0.51% 0.58% 0.66%
10.41% 10.11% 10.78% 12.12% 12.59% 13.03% 12.69% 12.66% 12.09% 11.98% 11.38% 10.95%
0.17% 0.11% 0.08% 0.06% 0.20% 0.17% 0.20% 0.13% 0.13% 0.08% 0.21% 0.20%
No. of Shareholders 1,79,1541,78,2632,41,6903,35,3573,60,2473,57,8813,35,1143,29,9922,95,1592,66,6402,38,1492,09,451

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

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