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 ₹ 59,712 Cr.
- Current Price ₹ 4,615
- High / Low ₹ 4,984 / 3,308
- Stock P/E 121
- Book Value ₹ 1,526
- Dividend Yield 0.41 %
- ROCE 2.76 %
- ROE -1.64 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
Cons
- Stock is trading at 3.05 times its book value
- Company has a low return on equity of 7.72% 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
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
392 | 472 | 567 | 732 | 748 | 888 | 988 | 1,151 | 1,312 | 1,128 | 1,589 | 2,346 | 2,446 | |
282 | 351 | 471 | 711 | 656 | 896 | 769 | 1,142 | 1,662 | 1,054 | 1,143 | 1,997 | 1,873 | |
Operating Profit | 110 | 121 | 97 | 21 | 91 | -9 | 219 | 9 | -350 | 74 | 446 | 348 | 573 |
OPM % | 28% | 26% | 17% | 3% | 12% | -1% | 22% | 1% | -27% | 7% | 28% | 15% | 23% |
59 | 24 | 48 | 89 | 111 | 50 | 401 | 737 | 286 | 1,584 | 13,810 | -116 | -291 | |
Interest | 2 | 3 | 3 | 4 | 3 | 4 | 5 | 7 | 14 | 11 | 11 | 18 | 15 |
Depreciation | 8 | 12 | 21 | 47 | 24 | 33 | 30 | 22 | 48 | 45 | 45 | 73 | 90 |
Profit before tax | 158 | 130 | 120 | 60 | 175 | 5 | 585 | 716 | -126 | 1,602 | 14,200 | 141 | 178 |
Tax % | 34% | 41% | 49% | 124% | 33% | 935% | 14% | 17% | -95% | 12% | 9% | 150% | |
106 | 76 | 60 | -14 | 118 | -43 | 501 | 592 | -246 | 1,418 | 12,882 | -70 | -70 | |
EPS in Rs | 9.46 | 8.39 | 8.21 | 2.00 | 11.21 | -1.95 | 42.05 | 49.43 | -19.39 | 109.98 | 990.77 | -8.31 | -1.98 |
Dividend Payout % | 5% | 12% | 30% | 150% | 27% | -230% | 13% | 12% | -31% | 7% | 1% | -228% |
Compounded Sales Growth | |
---|---|
10 Years: | 17% |
5 Years: | 19% |
3 Years: | 21% |
TTM: | 20% |
Compounded Profit Growth | |
---|---|
10 Years: | % |
5 Years: | % |
3 Years: | 6% |
TTM: | -83% |
Stock Price CAGR | |
---|---|
10 Years: | 26% |
5 Years: | 24% |
3 Years: | 3% |
1 Year: | 13% |
Return on Equity | |
---|---|
10 Years: | 6% |
5 Years: | 6% |
3 Years: | 8% |
Last Year: | -2% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Sep 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 55 | 109 | 109 | 120 | 121 | 121 | 122 | 122 | 122 | 129 | 129 | 129 | 129 |
Reserves | 473 | 499 | 563 | 1,295 | 1,422 | 1,471 | 1,923 | 2,421 | 2,073 | 5,267 | 17,113 | 13,269 | 19,584 |
1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 77 | 65 | 64 | 108 | 274 | |
182 | 216 | 387 | 801 | 382 | 459 | 550 | 646 | 621 | 831 | 3,177 | 3,153 | 4,092 | |
Total Liabilities | 710 | 825 | 1,060 | 2,217 | 1,925 | 2,053 | 2,596 | 3,189 | 2,893 | 6,292 | 20,483 | 16,658 | 24,079 |
55 | 152 | 149 | 576 | 82 | 157 | 88 | 88 | 242 | 134 | 1,033 | 801 | 945 | |
CWIP | 9 | 10 | 10 | 12 | 0 | 1 | 0 | 2 | 0 | 0 | 0 | 4 | 0 |
Investments | 315 | 261 | 538 | 1,175 | 568 | 551 | 1,565 | 1,204 | 1,133 | 2,324 | 15,614 | 12,403 | 19,385 |
331 | 402 | 363 | 455 | 1,276 | 1,343 | 943 | 1,895 | 1,518 | 3,834 | 3,836 | 3,450 | 3,749 | |
Total Assets | 710 | 825 | 1,060 | 2,217 | 1,925 | 2,053 | 2,596 | 3,189 | 2,893 | 6,292 | 20,483 | 16,658 | 24,079 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
101 | 75 | 81 | 51 | 78 | 213 | 253 | 276 | 350 | 276 | 707 | 521 | |
-18 | -46 | -204 | -1,051 | -2 | -165 | -149 | -59 | 97 | -2,043 | -1,177 | -367 | |
-5 | -12 | 130 | 1,025 | -66 | -42 | -75 | -78 | -143 | 1,880 | 35 | 2 | |
Net Cash Flow | 78 | 16 | 7 | 25 | 11 | 7 | 29 | 138 | 304 | 113 | -435 | 156 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 8 | 7 | 6 | 12 | 6 | 4 | 2 | 2 | 3 | 2 | 7 | 2 |
Inventory Days | ||||||||||||
Days Payable | ||||||||||||
Cash Conversion Cycle | 8 | 7 | 6 | 12 | 6 | 4 | 2 | 2 | 3 | 2 | 7 | 2 |
Working Capital Days | -151 | -136 | -138 | -151 | 242 | 185 | -27 | 218 | 33 | 588 | 355 | 162 |
ROCE % | 32% | 25% | 16% | 2% | 12% | 3% | 15% | 4% | -13% | 4% | 23% | 3% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
20 Nov - Schedule of proposed Analyst/Institutional meet under the SEBI (LODR) Regulations, 2015
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Announcement under Regulation 30 (LODR)-Earnings Call Transcript
15 Nov - Transcript of Q2 FY 2023-24 Post Result conference call
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Announcement under Regulation 30 (LODR)-Newspaper Publication
8 Nov - Of publication of Unaudited Standalone & Consolidated Financial Results for the quarter & half year ended September 30, 2023
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
7 Nov - Q2 FY 2023-24 Post Result Conference Call Details
- Disclosure On Related Party Transactions Under Regulation 23(9) Of The SEBI (LODR) Regulations, 2015 7 Nov
Annual reports
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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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Financial Year 2011
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Concalls
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Nov 2023TranscriptPPTREC
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Oct 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]