Info Edge (India) Ltd
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]
- Market Cap ₹ 1,08,375 Cr.
- Current Price ₹ 8,363
- High / Low ₹ 8,472 / 3,972
- Stock P/E 123
- Book Value ₹ 1,969
- Dividend Yield 0.26 %
- ROCE 6.31 %
- ROE 4.65 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 22.6% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 31.9%
- Company's working capital requirements have reduced from 204 days to 118 days
Cons
- Stock is trading at 4.25 times its book value
- Company has a low return on equity of 4.94% over last 3 years.
* 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.
Peer comparison
Sector: E-Commerce/App based Aggregator Industry: Miscellaneous
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
437 | 506 | 611 | 718 | 802 | 915 | 1,098 | 1,273 | 1,128 | 1,562 | 2,159 | 2,381 | 2,436 | |
287 | 339 | 429 | 579 | 571 | 614 | 752 | 864 | 835 | 1,092 | 1,366 | 1,413 | 1,458 | |
Operating Profit | 150 | 167 | 182 | 139 | 231 | 302 | 346 | 408 | 293 | 470 | 792 | 968 | 978 |
OPM % | 34% | 33% | 30% | 19% | 29% | 33% | 32% | 32% | 26% | 30% | 37% | 41% | 40% |
17 | 41 | 106 | 67 | 59 | 6 | 78 | -36 | 116 | 9,682 | -120 | 242 | 261 | |
Interest | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 12 | 11 | 11 | 12 | 29 | 19 |
Depreciation | 9 | 17 | 17 | 21 | 24 | 22 | 20 | 41 | 44 | 40 | 45 | 68 | 70 |
Profit before tax | 155 | 188 | 267 | 182 | 262 | 281 | 399 | 319 | 354 | 10,101 | 616 | 1,113 | 1,151 |
Tax % | 34% | 32% | 28% | 31% | 22% | 35% | 29% | 36% | 21% | 12% | 33% | 25% | |
102 | 128 | 194 | 125 | 204 | 182 | 282 | 206 | 278 | 8,923 | 411 | 833 | 865 | |
EPS in Rs | 9.37 | 11.77 | 16.13 | 10.35 | 16.86 | 14.98 | 23.07 | 16.79 | 21.62 | 692.83 | 31.83 | 64.39 | 66.91 |
Dividend Payout % | 11% | 21% | 19% | 29% | 27% | 37% | 26% | 36% | 37% | 2% | 60% | 34% |
Compounded Sales Growth | |
---|---|
10 Years: | 17% |
5 Years: | 17% |
3 Years: | 28% |
TTM: | 9% |
Compounded Profit Growth | |
---|---|
10 Years: | 21% |
5 Years: | 23% |
3 Years: | 44% |
TTM: | 26% |
Stock Price CAGR | |
---|---|
10 Years: | 25% |
5 Years: | 30% |
3 Years: | 7% |
1 Year: | 102% |
Return on Equity | |
---|---|
10 Years: | 7% |
5 Years: | 6% |
3 Years: | 5% |
Last Year: | 5% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
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 | 556 | 653 | 1,542 | 1,674 | 1,862 | 1,986 | 2,202 | 2,309 | 4,364 | 13,843 | 10,797 | 25,347 |
1 | 1 | 1 | 1 | 1 | 1 | 1 | 76 | 65 | 48 | 88 | 223 | |
184 | 218 | 279 | 365 | 432 | 520 | 616 | 604 | 677 | 2,149 | 1,900 | 3,835 | |
Total Liabilities | 851 | 982 | 1,942 | 2,160 | 2,416 | 2,628 | 2,941 | 3,111 | 5,235 | 16,169 | 12,914 | 29,535 |
91 | 85 | 84 | 75 | 60 | 53 | 55 | 132 | 108 | 91 | 171 | 300 | |
CWIP | 10 | 10 | 9 | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 |
Investments | 425 | 615 | 1,438 | 682 | 957 | 1,972 | 1,373 | 1,723 | 1,419 | 12,629 | 9,881 | 25,618 |
325 | 271 | 410 | 1,404 | 1,399 | 603 | 1,511 | 1,256 | 3,707 | 3,450 | 2,862 | 3,616 | |
Total Assets | 851 | 982 | 1,942 | 2,160 | 2,416 | 2,628 | 2,941 | 3,111 | 5,235 | 16,169 | 12,914 | 29,535 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
100 | 136 | 139 | 110 | 228 | 307 | 296 | 302 | 288 | 725 | 787 | 832 | |
-102 | -100 | -843 | -35 | -184 | -204 | -223 | 197 | -1,883 | -1,054 | -547 | -515 | |
-12 | -25 | 716 | -66 | -42 | -76 | -78 | -142 | 1,805 | -224 | -214 | -285 | |
Net Cash Flow | -15 | 10 | 12 | 9 | 3 | 27 | -6 | 357 | 210 | -553 | 27 | 32 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
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 | 4 | 4 | 6 | 6 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
Inventory Days | ||||||||||||
Days Payable | ||||||||||||
Cash Conversion Cycle | 4 | 4 | 6 | 6 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
Working Capital Days | -136 | -141 | -111 | 337 | 252 | -136 | 166 | 5 | 544 | 342 | 151 | 118 |
ROCE % | 28% | 26% | 17% | 12% | 16% | 18% | 20% | 19% | 10% | 6% | 7% | 6% |
Documents
Announcements
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Intimation Of Cancellation Of Analyst / Institutional Investor Meetings Scheduled On October 09, 2024 Under The SEBI (LODR) Regulations, 2015
8 Oct - Cancellation of analyst meetings on October 09, 2024.
- Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 8 Oct
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Company Update For The Quarter And Half Year Ended September 30, 2024
7 Oct - Quarterly update for Q2 and H1 FY2024.
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Announcement under Regulation 30 (LODR)-Acquisition
4 Oct - Company to invest Rs. 50 Crores in SIHL.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
4 Oct - Schedule of the proposed Analyst/Institutional Investor meet under the SEBI (LODR) Regulations, 2015
Annual reports
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2012
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Financial Year 2011
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Concalls
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Aug 2024Transcript PPT
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Jun 2024TranscriptNotesPPT
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Jun 2024Transcript PPT REC
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Nov 2023TranscriptPPTREC
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Nov 2020TranscriptPPT
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Nov 2019TranscriptPPT
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Oct 2018TranscriptPPT
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Oct 2017TranscriptPPT
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Jan 2017TranscriptPPT
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Oct 2016TranscriptPPT
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Jul 2016TranscriptPPT
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May 2016TranscriptPPT
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Jan 2016TranscriptPPT
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Jul 2015TranscriptPPT
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]