Price reaction · full curve
Awaiting price reaction for this filing.
AI summary
Info Edge's consumer-tech portfolio, including Eternal and PB Fintech, has delivered a gross IRR of around 34%, with its total startup portfolio of about 135 companies valued at roughly 41,300 crore. However, concerns persist over cash flow generation, with the standalone company closing FY26 with just 130 crore in cash, dependence on Naukri for 74% of revenue, and subdued IT hiring posing risks. The stock is down 33% over the past year and trades at about 50 times FY27 estimated earnings, with the premium hinging on whether new AI and deeptech bets deliver meaningful exits.