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 ₹ 1,11,327 Cr.
- Current Price ₹ 8,614
- High / Low ₹ 8,779 / 4,862
- Stock P/E 230
- Book Value ₹ 3,225
- Dividend Yield 0.26 %
- ROCE 3.65 %
- ROE 2.44 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 49.9% CAGR over last 5 years
- Company's working capital requirements have reduced from 218 days to 137 days
Cons
- Stock is trading at 2.67 times its book value
- Company has a low return on equity of 5.68% over last 3 years.
- Earnings include an other income of Rs.560 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.
Peer comparison
Sector: E-Commerce/App based Aggregator Industry: Miscellaneous
Part of BSE Consumer Discretionary BSE LargeCap Nifty India Digital Index Nifty 500 Multicap 50:25:25 Nifty Next 50
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
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 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
472 | 567 | 732 | 748 | 888 | 988 | 1,151 | 1,312 | 1,128 | 1,589 | 2,346 | 2,536 | 2,662 | |
351 | 471 | 711 | 656 | 896 | 769 | 1,142 | 1,662 | 1,054 | 1,143 | 1,997 | 1,825 | 1,911 | |
Operating Profit | 121 | 97 | 21 | 91 | -9 | 219 | 9 | -350 | 74 | 446 | 348 | 711 | 751 |
OPM % | 26% | 17% | 3% | 12% | -1% | 22% | 1% | -27% | 7% | 28% | 15% | 28% | 28% |
24 | 48 | 89 | 111 | 50 | 401 | 737 | 286 | 1,584 | 13,810 | -116 | 303 | 560 | |
Interest | 3 | 3 | 4 | 3 | 4 | 5 | 7 | 14 | 11 | 11 | 18 | 35 | 22 |
Depreciation | 12 | 21 | 47 | 24 | 33 | 30 | 22 | 48 | 45 | 45 | 73 | 101 | 104 |
Profit before tax | 130 | 120 | 60 | 175 | 5 | 585 | 716 | -126 | 1,602 | 14,200 | 141 | 878 | 1,185 |
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 | 551 | |
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 | 36.14 |
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: | 9% |
Compounded Profit Growth | |
---|---|
10 Years: | 25% |
5 Years: | 50% |
3 Years: | 61% |
TTM: | -2% |
Stock Price CAGR | |
---|---|
10 Years: | 26% |
5 Years: | 27% |
3 Years: | 17% |
1 Year: | 67% |
Return on Equity | |
---|---|
10 Years: | 5% |
5 Years: | 5% |
3 Years: | 6% |
Last Year: | 2% |
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 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 109 | 109 | 120 | 121 | 121 | 122 | 122 | 122 | 129 | 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 | 41,659 |
1 | 1 | 1 | 1 | 1 | 1 | 1 | 77 | 65 | 64 | 108 | 246 | 256 | |
216 | 387 | 801 | 382 | 459 | 550 | 646 | 621 | 831 | 3,177 | 3,153 | 5,581 | 8,141 | |
Total Liabilities | 825 | 1,060 | 2,217 | 1,925 | 2,053 | 2,596 | 3,189 | 2,893 | 6,292 | 20,483 | 16,658 | 36,089 | 50,186 |
152 | 149 | 576 | 82 | 157 | 88 | 88 | 242 | 134 | 1,033 | 801 | 810 | 811 | |
CWIP | 10 | 10 | 12 | 0 | 1 | 0 | 2 | 0 | 0 | 0 | 4 | 0 | 0 |
Investments | 261 | 538 | 1,175 | 568 | 551 | 1,565 | 1,204 | 1,133 | 2,324 | 15,614 | 12,403 | 31,203 | 45,320 |
402 | 363 | 455 | 1,276 | 1,343 | 943 | 1,895 | 1,518 | 3,834 | 3,836 | 3,450 | 4,077 | 4,055 | |
Total Assets | 825 | 1,060 | 2,217 | 1,925 | 2,053 | 2,596 | 3,189 | 2,893 | 6,292 | 20,483 | 16,658 | 36,089 | 50,186 |
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 | 512 | 702 | |
-46 | -204 | -1,051 | -2 | -165 | -149 | -59 | 97 | -2,043 | -1,177 | -358 | -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 | 137 |
ROCE % | 25% | 16% | 2% | 12% | 3% | 15% | 4% | -13% | 4% | 23% | 3% | 4% |
Documents
Announcements
-
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
7h - Schedule of analyst/institutional investor meetings.
-
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
7h - Schedule of analyst/institutional investor meetings.
-
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
1d - Schedule of analyst/institutional investor meetings.
-
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
1d - Schedule of analyst/institutional investor meetings.
-
Disclosure Under Regulation 30 Of The SEBI (LODR) Regulations, 2015
1d - Reconstitution of Audit and Nomination Committees approved.
Annual reports
-
Financial Year 2024
from bse
-
Financial Year 2023
from bse
-
Financial Year 2022
from bse
-
Financial Year 2021
from bse
-
Financial Year 2020
from bse
-
Financial Year 2019
from bse
-
Financial Year 2018
from bse
-
Financial Year 2017
from bse
-
Financial Year 2016
from bse
-
Financial Year 2015
from bse
-
Financial Year 2014
from bse
-
Financial Year 2013
from bse
-
Financial Year 2012
from bse
-
Financial Year 2012
from nse
-
Financial Year 2011
from bse
Concalls
-
Nov 2024Transcript PPT
-
Aug 2024Transcript PPT
-
Jun 2024TranscriptNotesPPT
-
Jun 2024Transcript PPT REC
-
Feb 2024Transcript PPT
-
Nov 2023TranscriptPPTREC
-
Aug 2023TranscriptPPT
-
Jun 2023TranscriptPPT
-
Feb 2023Transcript PPT
-
Nov 2022TranscriptPPT
-
Aug 2022TranscriptPPT
-
Jan 2022TranscriptPPT
-
Nov 2021TranscriptPPT
-
Aug 2021TranscriptPPT
-
Jun 2021TranscriptPPT
-
Feb 2021TranscriptPPT
-
Nov 2020TranscriptPPT
-
Sep 2020TranscriptPPT
-
Jun 2020TranscriptPPT
-
Feb 2020TranscriptPPT
-
Nov 2019TranscriptPPT
-
Aug 2019TranscriptPPT
-
May 2019TranscriptPPT
-
Jan 2019TranscriptPPT
-
Oct 2018TranscriptPPT
-
Jul 2018TranscriptPPT
-
May 2018TranscriptPPT
-
Jan 2018TranscriptPPT
-
Oct 2017TranscriptPPT
-
Jul 2017TranscriptPPT
-
May 2017TranscriptPPT
-
Jan 2017TranscriptPPT
-
Oct 2016TranscriptPPT
-
Jul 2016TranscriptPPT
-
May 2016TranscriptPPT
-
Jan 2016TranscriptPPT
-
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]