Info Edge (India) Ltd

Info Edge (India) Ltd

₹ 1,401 -4.64%
13 Jun 9:03 a.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 90,780 Cr.
  • Current Price 1,401
  • High / Low 1,839 / 1,151
  • Stock P/E 123
  • Book Value 428
  • Dividend Yield 0.43 %
  • ROCE 4.87 %
  • ROE 2.79 %
  • Face Value 2.00

Pros

  • Company is almost debt free.
  • Company has been maintaining a healthy dividend payout of 48.0%

Cons

  • Stock is trading at 3.43 times its book value
  • Company has a low return on equity of 3.82% over last 3 years.
  • Earnings include an other income of Rs.370 Cr.
  • Working capital days have increased from 195 days to 317 days

* 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

Standalone Figures in Rs. Crores / View Consolidated

Mar 2022 Jun 2022 Sep 2022 Dec 2022 Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025
456 508 532 555 564 584 593 595 608 639 656 672 687
328 345 348 338 344 358 352 355 361 389 382 382 428
Operating Profit 128 163 184 217 220 227 241 241 247 249 274 290 259
OPM % 28% 32% 35% 39% 39% 39% 41% 40% 41% 39% 42% 43% 38%
42 42 50 -236 25 58 59 65 61 77 188 19 86
Interest 1 1 1 1 1 2 5 5 5 5 5 5 5
Depreciation 10 10 10 11 13 15 18 17 17 18 19 22 22
Profit before tax 159 194 222 -32 231 267 277 284 285 304 440 282 318
Tax % 24% 24% 24% 163% 23% 25% 25% 25% 26% 24% 80% 29% 20%
121 148 168 -84 179 200 209 214 211 232 86 200 255
EPS in Rs 1.87 2.30 2.61 -1.30 2.77 3.09 3.23 3.30 3.26 3.59 1.33 3.09 3.94
Raw PDF

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
506 611 718 802 915 1,098 1,273 1,128 1,562 2,159 2,381 2,654
339 429 579 571 614 752 864 835 1,092 1,366 1,413 1,581
Operating Profit 167 182 139 231 302 346 408 293 470 792 968 1,073
OPM % 33% 30% 19% 29% 33% 32% 32% 26% 30% 37% 41% 40%
41 106 67 59 6 78 -36 116 9,682 -120 242 370
Interest 2 3 3 4 4 5 12 11 11 12 29 19
Depreciation 17 17 21 24 22 20 41 44 40 45 68 80
Profit before tax 188 267 182 262 281 399 319 354 10,101 616 1,113 1,344
Tax % 32% 28% 31% 22% 35% 29% 36% 21% 12% 33% 25% 42%
128 194 125 204 182 282 206 278 8,923 411 833 773
EPS in Rs 2.35 3.23 2.07 3.37 3.00 4.61 3.36 4.32 138.57 6.37 12.88 11.94
Dividend Payout % 21% 19% 29% 27% 37% 26% 36% 37% 2% 60% 34% 50%
Compounded Sales Growth
10 Years: 16%
5 Years: 16%
3 Years: 19%
TTM: 11%
Compounded Profit Growth
10 Years: 17%
5 Years: 21%
3 Years: 13%
TTM: -12%
Stock Price CAGR
10 Years: 25%
5 Years: 21%
3 Years: 27%
1 Year: 17%
Return on Equity
10 Years: 5%
5 Years: 4%
3 Years: 4%
Last Year: 3%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Equity Capital 109 120 121 121 122 122 122 129 129 129 129 129
Reserves 653 1,542 1,674 1,862 1,986 2,202 2,309 4,364 13,843 10,797 25,347 27,572
1 1 1 1 1 1 76 65 48 88 223 241
218 279 365 432 520 616 604 677 2,149 1,900 3,835 5,057
Total Liabilities 982 1,942 2,160 2,416 2,628 2,941 3,111 5,235 16,169 12,914 29,535 33,000
85 84 75 60 53 55 132 108 91 171 300 344
CWIP 10 9 0 0 0 2 0 0 0 0 0 3
Investments 615 1,438 682 957 1,972 1,373 1,723 1,419 12,629 9,881 25,618 28,762
271 410 1,404 1,399 603 1,511 1,256 3,707 3,450 2,862 3,616 3,891
Total Assets 982 1,942 2,160 2,416 2,628 2,941 3,111 5,235 16,169 12,914 29,535 33,000

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
136 139 110 228 307 296 302 288 725 787 832 984
-100 -843 -35 -184 -204 -223 197 -1,883 -1,054 -547 -515 -671
-25 716 -66 -42 -76 -78 -142 1,805 -224 -214 -285 -354
Net Cash Flow 10 12 9 3 27 -6 357 210 -553 27 32 -41

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
Debtor Days 4 6 6 3 2 2 2 2 2 2 1 2
Inventory Days
Days Payable
Cash Conversion Cycle 4 6 6 3 2 2 2 2 2 2 1 2
Working Capital Days -141 -111 337 252 -136 166 5 544 342 151 118 317
ROCE % 26% 17% 12% 16% 18% 20% 19% 10% 6% 7% 6% 5%

Shareholding Pattern

Numbers in percentages

7 Recently
Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025
38.11% 38.11% 38.05% 38.05% 38.05% 37.97% 37.90% 37.88% 37.88% 37.68% 37.63% 37.63%
32.72% 31.81% 31.88% 31.41% 31.54% 31.21% 30.47% 30.91% 32.14% 32.28% 32.63% 33.25%
16.37% 16.50% 16.81% 17.36% 17.82% 18.24% 19.46% 19.40% 18.68% 18.90% 18.59% 18.18%
0.00% 0.37% 0.37% 0.37% 0.37% 0.51% 0.58% 0.66% 0.68% 0.66% 0.66% 0.66%
12.59% 13.03% 12.69% 12.66% 12.09% 11.98% 11.38% 10.95% 10.46% 10.26% 10.35% 10.17%
0.20% 0.17% 0.20% 0.13% 0.13% 0.08% 0.21% 0.20% 0.16% 0.22% 0.16% 0.12%
No. of Shareholders 3,60,2473,57,8813,35,1143,29,9922,95,1592,66,6402,38,1492,09,4511,86,7201,86,5992,00,1431,93,534

* 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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