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]
Strengths
- +Company is almost debt free.
- +Company has been maintaining a healthy dividend payout of 48.0%
Weaknesses
- −Company has a low return on equity of 3.81% over last 3 years.
- −Earnings include an other income of Rs.5,496 Cr.
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 37.88% | 37.68%▼0.2 | 37.63%▼0.0 | 37.63% | 37.63% | 37.59%▼0.0 | 37.59% | 37.5%▼0.1 |
| FIIs | 32.14% | 32.28%▲0.1 | 32.63%▲0.4 | 33.25%▲0.6 | 32.99%▼0.3 | 30.33%▼2.7 | 29.66%▼0.7 | 27.97%▼1.7 |
| DIIs | 18.68% | 18.9%▲0.2 | 18.59%▼0.3 | 18.18%▼0.4 | 18.36%▲0.2 | 21.01%▲2.7 | 21.83%▲0.8 | 23.43%▲1.6 |
| Public | 10.46% | 10.26%▼0.2 | 10.35%▲0.1 | 10.17%▼0.2 | 10.28%▲0.1 | 10.26%▼0.0 | 10.12%▼0.1 | 10.34%▲0.2 |
Financial Statements
| Metric | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 593 | 595 | 608 | 639 | 656 | 672 | 687 | 736 | 746 | 765 |
| Expenses | 352 | 355 | 361 | 389 | 382 | 382 | 428 | 458 | 451 | 440 |
| Operating Profit | 241 | 241 | 247 | 249 | 274 | 290 | 259 | 278 | 295 | 325 |
| OPM % | 41% | 40% | 41% | 39% | 42% | 43% | 38% | 38% | 40% | 42% |
| Net Profit | 209 | 214 | 211 | 232 | 86 | 200 | 255 | 260 | 4,720 | 246 |
| EPS ₹ | 3.23 | 3.3 | 3.26 | 3.59 | 1.33 | 3.09 | 3.94 | 4.01 | 72.8 | 3.8 |
AI Insights
TTM revenue at ₹2,934Cr, up 10.6% YoY. OPM at 39%.
Borrowings at ₹250Cr. Debt-to-equity ratio: 0.01x. Healthy balance sheet.
CWIP at ₹2Cr (1% of fixed assets). Moderate ongoing capital expenditure.
DIIs: 23.43% (+5.61pp change). FIIs: 27.97% (-3.57pp change). Promoters hold 37.5%.
ROCE declining from 26% (Mar 2014) to 5% (Mar 2025). Working capital days: 156.
PE 55x with 4.91% ROCE. Price is 33% above book value of ₹694. Dividend yield: 0.65%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Acquisition 2h - Info Edge approved about Rs. 30 crore investment in wholly-owned subsidiary SIHL via CCDs.
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 14 May - Conference Call w.r.t. Financial Results for the Quarter and Year ended March 31, 2026
- Disclosure Under Regulation 30 Of The SEBI (LODR) Regulations, 2015 12 May - Delhi Stamp Authority imposed Rs 17.84 lakh duty and Rs 50 lakh penalty on May 11, 2026.
- Board Meeting Intimation for Considering & Approving The Audited Standalone And Consolidated Financial Results And Financial Statements Of The Company For The Quarter And Year Ended March 31, 2026. 7 May - Board to meet on May 22, 2026, to approve audited FY26 standalone and consolidated results.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 1 May - Intimation of Publication of Notice regarding special window for re-lodgement of transfer requests and dematerialisation of physical shares.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse