Info Edge (India) Ltd

Info Edge (India) Ltd

₹ 1,506 -1.89%
11 Jun - close price
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 97,570 Cr.
  • Current Price 1,506
  • High / Low 1,839 / 1,151
  • Stock P/E 110
  • Book Value 539
  • Dividend Yield 0.40 %
  • ROCE 5.28 %
  • ROE 2.73 %
  • Face Value 2.00

Pros

  • Company is almost debt free.

Cons

  • Stock is trading at 2.80 times its book value
  • Company has a low return on equity of 1.68% over last 3 years.
  • Earnings include an other income of Rs.1,220 Cr.
  • Working capital days have increased from 206 days to 318 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

Consolidated Figures in Rs. Crores / View Standalone

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
473 547 604 590 605 626 626 627 657 677 701 722 750
402 519 558 435 497 445 496 444 453 467 547 457 517
Operating Profit 71 29 47 155 107 181 130 183 204 210 154 266 232
OPM % 15% 5% 8% 26% 18% 29% 21% 29% 31% 31% 22% 37% 31%
701 327 123 -34 -533 64 212 38 -11 154 379 141 546
Interest 1 1 3 1 1 4 8 5 6 6 6 6 6
Depreciation 12 15 17 20 20 24 26 26 26 26 27 30 31
Profit before tax 760 339 149 99 -447 217 308 190 162 332 500 371 742
Tax % 5% 14% 37% 53% 13% 32% 22% 37% 46% 22% 83% 22% 9%
720 292 94 46 -503 147 240 119 88 259 85 288 678
EPS in Rs 9.77 2.77 1.60 -1.80 -4.22 2.46 3.18 2.34 0.93 3.60 0.36 3.74 7.15
Raw PDF

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
567 732 748 888 988 1,151 1,312 1,128 1,589 2,346 2,536 2,850
471 711 656 896 769 1,142 1,662 1,054 1,143 1,997 1,825 1,988
Operating Profit 97 21 91 -9 219 9 -350 74 446 348 711 862
OPM % 17% 3% 12% -1% 22% 1% -27% 7% 28% 15% 28% 30%
48 89 111 50 401 737 286 1,584 13,810 -116 303 1,220
Interest 3 4 3 4 5 7 14 11 11 18 35 24
Depreciation 21 47 24 33 30 22 48 45 45 73 101 113
Profit before tax 120 60 175 5 585 716 -126 1,602 14,200 141 878 1,945
Tax % 49% 124% 33% 935% 14% 17% 95% 12% 9% 150% 32% 33%
60 -14 118 -43 501 592 -246 1,418 12,882 -70 595 1,310
EPS in Rs 1.64 0.40 2.24 -0.39 8.41 9.89 -3.88 22.00 198.16 -1.66 8.89 14.85
Dividend Payout % 30% 150% 27% -230% 13% 12% -31% 7% 1% -228% 49% 40%
Compounded Sales Growth
10 Years: 15%
5 Years: 17%
3 Years: 21%
TTM: 12%
Compounded Profit Growth
10 Years: 71%
5 Years: 37%
3 Years: -29%
TTM: 67%
Stock Price CAGR
10 Years: 25%
5 Years: 22%
3 Years: 28%
1 Year: 20%
Return on Equity
10 Years: 4%
5 Years: 4%
3 Years: 2%
Last Year: 3%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

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 563 1,295 1,422 1,471 1,923 2,421 2,073 5,267 17,113 13,269 30,133 34,774
1 1 1 1 1 1 77 65 64 108 246 267
387 801 382 459 550 646 621 831 3,177 3,153 5,581 7,601
Total Liabilities 1,060 2,217 1,925 2,053 2,596 3,189 2,893 6,292 20,483 16,658 36,089 42,771
149 576 82 157 88 88 242 134 1,033 801 810 785
CWIP 10 12 0 1 0 2 0 0 0 4 0 3
Investments 538 1,175 568 551 1,565 1,204 1,133 2,324 15,614 12,403 31,203 37,661
363 455 1,276 1,343 943 1,895 1,518 3,834 3,836 3,450 4,077 4,323
Total Assets 1,060 2,217 1,925 2,053 2,596 3,189 2,893 6,292 20,483 16,658 36,089 42,771

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
81 51 78 213 253 276 350 276 707 512 702 876
-204 -1,051 -2 -165 -149 -59 97 -2,043 -1,177 -358 -852 -818
130 1,025 -66 -42 -75 -78 -143 1,880 35 2 120 -127
Net Cash Flow 7 25 11 7 29 138 304 113 -435 156 -29 -69

Ratios

Consolidated Figures in Rs. Crores / View Standalone

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 6 12 6 4 2 2 3 2 7 2 2 2
Inventory Days
Days Payable
Cash Conversion Cycle 6 12 6 4 2 2 3 2 7 2 2 2
Working Capital Days -138 -151 242 185 -27 218 33 588 355 162 137 318
ROCE % 16% 2% 12% 3% 15% 4% -13% 4% 23% 3% 4% 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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