NAUKRI

Info Edge (India) share price & financials

Price
₹1,187.25
Market cap
₹87.6k Cr
Sector
Consumer Services
Calls analysed
6
Latest concall · Q1 FY27 · call held 10 Aug 2026

Info Edge (India) Limited Q1 FY27

Revenue ₹824 cr +12%

What went well

  • Standalone billings grew by over 14% YoY.
  • Standalone InfoEdge revenue grew 12% YoY to Rs.824 crores.
  • Standalone operating profit grew 33% YoY to Rs.334 crores, achieving an operating PBT margin over 40%.

What to watch

  • Shiksha's billings declined by 23% and revenue by 12% due to AI-driven changes in search behavior.
  • NaukriGulf grew 12%, below its previous ~20% growth trajectory due to geopolitical disruptions.
Read the full call →

What Info Edge (India) Limited does

Info Edge (India) Limited operates internet-based classifieds and service-delivery portals across four verticals: recruitment solutions (naukri.com, naukrigulf.com and other recruitment-related portals plus ancillary services), real estate (99acres.com), matrimony (Jeevansathi.com), and education (Shiksha.com). Recruitment Solutions and 99acres are its two reportable operating segments, while Jeevansathi and Shiksha are grouped together as they individually fall below reportable-segment thresholds. The company also has branch offices in the Gulf (Riyadh, Qatar, Bahrain, Abu Dhabi and Dubai) supporting its overseas recruitment business, and separately holds strategic equity stakes in other listed consumer-internet businesses such as Eternal Limited (formerly Zomato) and PB Fintech Limited (Policybazaar).

Segments

  • Recruitment Solutions
  • 99acres
  • Others (Jeevansathi & Shiksha)
Employee headcount (FY25)
5,984
Operating verticals
4 (recruitment, real estate, matrimony, education)
International branch offices
Riyadh, Qatar, Bahrain, Abu Dhabi, Dubai (DIC & Mainland)
Listed strategic investee stakes
Eternal Limited (formerly Zomato), PB Fintech Limited (Policybazaar)
Founded 1995Headquarters New Delhi (Regd. Office: Nehru Place); Corporate Office: NoidaEmployees 5,984 (FY25) Company website

Guidance record · Q1 FY27

what the last two calls moved 10 tracked 3 delivered 1 missed 6 open
  • Billings Growth delivered said Q4 FY25 Promised: But at the same time, we would want to continue to grow at 20-25%. Q1 FY27: The FY26 target was achieved. In Q1 FY27, the combined matchmaking portfolio grew 20% YoY.
  • Operating Profit missed said Q4 FY25 Promised: In Jeevansathi we'll try to break even this year as well. Q1 FY27: The combined matchmaking portfolio operated near break-even on an operating PBT basis. The FY26 target remains missed.
  • Cash from Operations on track said Q4 FY26 Promised: we expect growth to accelerate, operating leverage to play out and the business to turn cash-generative in FY27, if all goes well. Q1 FY27: Operating PBT losses were reduced by 89% YoY, moving the business close to break-even. Management reiterated the target: 'We believe 99acres is well positioned to sustain healthy growth while becoming cash-generative during FY27.'

All 10 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 12.0%, net profit down 5.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue656 672 687 736 746 +14%765 +14%805 +17%824 +12%
EBITDA274 290 259 278 295 +8%325 +12%350 +35%363 +31%
Net profit86 200 255 260 4,720 +5388%246 +23%309 +21%246 −5%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −9.7% 1Y

₹1.0k₹1.2k₹1.4kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 12 Nov 2025Q3 FY26 — 13 Feb 2026Q4 FY26 — 22 May 2026Q1 FY27 — 10 Aug 2026

1Y: ₹1,385.8 on 10 Sept 2025 → ₹1,250.8. High ₹1,417.7 (22 Sept 2025), low ₹925.95 (18 May 2026).

How the price took the results

close before → close after

Q1 FY27
+4.6%
10 Aug
Q4 FY26
+3.7%
22 May
Q3 FY26
−0.7%
13 Feb
Q2 FY26
+2.6%
12 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 9.8% a year over 3 years, FY23 to FY26. Operating margin widened to 40.9%.

Year endingFY23FY24FY25FY26
Revenue₹2.3k Cr₹2.4k Cr₹2.7k Cr₹3.1k Cr
Operating profit₹451 Cr₹956 Cr₹1.1k Cr₹1.2k Cr
Operating margin19.6%40.2%40.4%40.9%
Interest₹6 Cr₹17 Cr₹20 Cr₹20 Cr
Depreciation₹65 Cr₹67 Cr₹81 Cr₹90 Cr
Net profit₹611 Cr₹834 Cr₹773 Cr₹5.5k Cr
Net margin26.5%35.0%29.1%181.4%
Cash from operations₹787 Cr₹832 Cr₹984 Cr₹1.2k Cr
Free cash flow₹730 Cr₹807 Cr₹904 Cr₹1.1k Cr
ROCE7.0%6.0%5.0%5.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹129 Cr₹129 Cr₹129 Cr₹129 Cr₹129 Cr₹130 Cr
Reserves₹4.4k Cr₹13.8k Cr₹10.8k Cr₹25.3k Cr₹48.5k Cr₹34.6k Cr
Borrowings₹65 Cr₹48 Cr₹88 Cr₹223 Cr₹276 Cr₹242 Cr
Other liabilities₹677 Cr₹2.1k Cr₹1.9k Cr₹3.8k Cr₹10.5k Cr₹6.4k Cr
Total liabilities₹5.2k Cr₹16.2k Cr₹12.9k Cr₹29.5k Cr₹59.4k Cr₹41.3k Cr
Fixed assets₹108 Cr₹91 Cr₹171 Cr₹300 Cr₹766 Cr₹341 Cr
Capital work in progress₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹2 Cr₹18 Cr
Investments₹1.4k Cr₹12.6k Cr₹9.9k Cr₹25.6k Cr₹54.4k Cr₹37.0k Cr
Other assets₹3.7k Cr₹3.5k Cr₹2.9k Cr₹3.6k Cr₹4.2k Cr₹4.0k Cr
Total assets₹5.2k Cr₹16.2k Cr₹12.9k Cr₹29.5k Cr₹59.4k Cr₹41.3k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs added +9.47 pp while FIIs trimmed −9.27 pp. The shareholder count grew 27% to 2,57,916.

Promoters
37.5%
FIIs
23.7%
DIIs
27.8%
Public
10.9%
Others
0.1%

Since Jun 2025

  • DIIs +9.47 pp
  • FIIs −9.27 pp
  • Government −0.66 pp

How it drifted, 12 quarters

Over this window DIIs went from 18.2% to 27.8% — +9.6 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 38.0%, FIIs 31.2%, DIIs 18.2%, Government 0.5%, Public 12.0%, Others 0.1%.Dec '23: Promoters 37.9%, FIIs 30.5%, DIIs 19.5%, Government 0.6%, Public 11.4%, Others 0.2%.Mar '24: Promoters 37.9%, FIIs 30.9%, DIIs 19.4%, Government 0.7%, Public 10.9%, Others 0.2%.Jun '24: Promoters 37.9%, FIIs 32.1%, DIIs 18.7%, Government 0.7%, Public 10.5%, Others 0.2%.Sep '24: Promoters 37.7%, FIIs 32.3%, DIIs 18.9%, Government 0.7%, Public 10.3%, Others 0.2%.Dec '24: Promoters 37.6%, FIIs 32.6%, DIIs 18.6%, Government 0.7%, Public 10.3%, Others 0.2%.Mar '25: Promoters 37.6%, FIIs 33.3%, DIIs 18.2%, Government 0.7%, Public 10.2%, Others 0.1%.Jun '25: Promoters 37.6%, FIIs 33.0%, DIIs 18.4%, Government 0.7%, Public 10.3%, Others 0.1%.Sep '25: Promoters 37.6%, FIIs 30.3%, DIIs 21.0%, Government 0.7%, Public 10.3%, Others 0.1%.Dec '25: Promoters 37.6%, FIIs 29.7%, DIIs 21.8%, Government 0.7%, Public 10.1%, Others 0.1%.Mar '26: Promoters 37.5%, FIIs 28.0%, DIIs 23.4%, Government 0.7%, Public 10.3%, Others 0.1%.Jun '26: Promoters 37.5%, FIIs 23.7%, DIIs 27.8%, Public 10.9%, Others 0.1%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 2 holders trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Info Edge (India) Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Sanjeev Bikhchandani 24.03%unchanged
Sanjeev Bikhchandani & Hitesh Oberoi (Endeavour Holding Trust) 6.22%unchanged
ICICI Prudential Large & Mid Cap Fund Mutual fund6.15%−0.08 pp
Hitesh Oberoi 4.94%unchanged
Life Insurance Corporation Of India - P & Gs Fund Insurer3.75%unchanged
Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund Mutual fund3.36%+1.63 pp
Nalanda India Equity Fund Limited FPI fund2.83%unchanged
UTI-Flexi Cap Fund Mutual fund2.56%+0.23 pp
Anil Lall 2.42%unchanged
Kapil Kapoor 1.78%unchanged
Government Pension Fund Global Sovereign1.63%−0.28 pp
NPS Trust- A/C HDFC Pension Fund Management Limited Scheme E - Tier I Pension / PF1.47%newly disclosed

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in NAUKRI

Filings to Aug 2026

2 new, 12 added, 9 trimmed, 2 sold out — net −12.66 L shares (−4.2%).

Held by funds
₹3.8k Cr
33 schemes
Biggest holder
Nippon India Growth Mid Cap Fund
₹1.4k Cr · 2.6% of that fund
SchemeHoldingLast month
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹1.4k Cr−3.17 L
Nippon India Multi Cap Fund Nippon India Mutual Fund₹326 Cr−1.89 L
Nippon India Multi Asset Allocation Fund Nippon India Mutual Fund₹276 Crheld
SBI Arbitrage Fund SBI Mutual Fund₹186 Cr−6.41 L
Nippon India Focused Fund Nippon India Mutual Fund₹181 Crnew
SBI Innovative Opportunities Fund SBI Mutual Fund₹158 Crheld
Nippon India Arbitrage Fund Nippon India Mutual Fund₹148 Cr−2.84 L
Nippon India Innovation Fund Nippon India Mutual Fund₹146 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

12 added, 9 trimmed — net −12.66 L shares (−4.2%)

Funds are sitting on
+7%
vs est. average cost
Held by funds
₹3.8k Cr
33 schemes · ≈ 4.0% of the company
Biggest holder
Nippon India Growth Mid Cap Fund
₹1.4k Cr · 2.6% of that fund
Longest holder
Nippon India ETF BSE Sensex Next 50
6y 9m · since Dec '19

Shares held by these funds +489%

Aug '23 3.05 cr shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹1251, this stock must grow earnings at 79% every year for 7 years. Our analysis caps realistic growth at ~20%. At that growth it is worth ₹92 — downside of 93%.

Growth the price implies
78.6% a year
for 7 years, fading to 4%
It has actually compounded at
-3.1% a year
net profit, FY23–FY26 · EPS 19.9%
The gap
0.6 pp
-93% downside if it only repeats history
Price today ₹1,250.8 Value at the reference growth ₹92.31

Change the assumptions yourself →

All earnings calls (6)

Read the Q1 FY27 call →

Learn to analyse Info Edge (India) Limited

Guides on how to read this kind of business and the numbers that matter.