Operates internet-based recruitment, real estate, matchmaking and education platforms. Recruitment Solutions, anchored on Naukri.com, is the dominant earner — ₹2,343.22 crore in FY26, or 71.3% of segment revenue, at a 53.9% EBIT margin. 99acres for real estate contributed ₹488.06 crore (14.9% of revenue) and ran at a -14.0% EBIT margin. The "Others" segment (13.8%, ₹453.46 crore) bundles Jeevansathi and Aisle matchmaking, Shiksha, JobHai and CodingNinjas, posting a -26.0% EBIT margin. The model is asset-light and platform-based with zero debt; employee cost at 40.8% of revenue is the largest expense, and the balance sheet carries ₹4,963 crore in cash including subsidiaries. New revenue layers being added include AI-Rex, Talent Pulse and PremiumX on Naukri, plus JobHai monetisation rolling out beyond Delhi NCR. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Recruitment Solutions (71%), 99acres for real estate (15%), Others (14%). Asset-light, platform-based internet classifieds and SaaS-style businesses; recruitment is profitable while newer verticals (real estate, matchmaking, education, blue-collar) remain loss-making at the EBIT level.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 1,589 | 2,346 | 2,536 | 2,850 | 3,285 |
| EBITDA (ex other income) | 11,614 | 59 | 719 | 1,132 | 1,211 |
| margin % | 730.9 | 2.5 | 28.3 | 39.7 | 36.9 |
| Owners' profit | 12,760 | (107) | 575 | 962 | 1,450 |
| EPS, as reported (₹) | 991.38 | (8.34) | 44.58 | 14.88 | 22.39 |
| ROE % · ROCE % | 71.4 · 62.1 | (0.5) · 2.5 | 1.9 · 3.0 | 3.6 · 5.1 | 4.4 · 4.7 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 707 | 521 | 702 | 876 | 1,076 |
| Capex | (21) | (58) | (30) | (83) | (75) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 701 | 722 | 750 | 791 | 805 | 819 | 869 | 881 |
| Profit before tax | 588 | 377 | 757 | 436 | 429 | 393 | 862 | 628 |
| Net profit | 85 | 288 | 678 | 343 | 347 | 317 | 756 | 490 |
| EPS (₹) | 1.80 | 18.75 | 7.16 | 4.57 | 4.89 | 4.20 | 8.73 | 6.88 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Recruitment Solutions | 2,343 | 71.3 |
| 99acres for real estate | 488 | 14.9 |
| Others | 453 | 13.8 |
| Total, before eliminations | 3,285 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| INFO EDGE (I) LTD ◆ | 81,104 | 50.6 | 2.01 | 35.6 | 4.4 | 4.7 | 24.0 | 75.9 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Crisil assigns ESG rating of 69 and Core ESG rating of 82 to Info Edge | business updates | low | — | — |
| 11 Sept 2026 · Info Edge notifies IEPF share transfer for unclaimed dividends | compliance | minimal | — | — |
| 7 Sept 2026 · Info Edge shares August 2026 Naukri JobSpeak Index report | business updates | medium | — | — |
| 7 Sept 2026 · Info Edge to invest Rs 10 Cr in wholly-owned subsidiary SIHL | business updates | low | — | — |
| 3 Sept 2026 · Info Edge schedules investor meet with Bajaj Life Insurance | board shareholder meetings | low | — | — |
| 1 Sept 2026 · Info Edge schedules investor meetings from Sept 7 to Sept 11 | board shareholder meetings | low | — | — |
| 27 Aug 2026 · Info Edge fully exits Skyserve stake via USD 55.55 buyback | business updates | medium | — | — |
| 26 Aug 2026 · 31st AGM: All 6 resolutions approved, including Rs 3.60 final dividend | board shareholder meetings | medium | — | — |
| 25 Aug 2026 · Info Edge FY26 AGM: Rs 8.40 dividend OK'd, payout target raised to 65% of PAT | board shareholder meetings | low | — | — |
| 24 Aug 2026 · NCLT hearing notice published for amalgamation of 4 units into Info Edge | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| INDIAMART INTERMESH LTD |
| 10,301 |
| 20.9 |
| 4.29 |
| 13.9 |
| 19.8 |
| 21.6 |
| 18.6 |
| 61.1 |
| JUSTDIAL LTD. | 5,698 | 15.7 | 1.42 | 10.9 | 9.0 | 11.0 | 3.2 | 59.9 |
| CRIZAC LIMITED | 3,282 | 14.9 | 5.54 | 10.0 | 37.0 | 47.7 | — | 34.0 |
| MATRIMONY.COM LIMITED | 1,073 | 24.4 | 5.20 | 14.2 | 16.5 | 17.9 | 4.0 | 25.2 |
| TCC CONCEPT LIMITED | 268 | 3.9 | 0.16 | 2.1 | 3.9 | 2.8 | — | 38.4 |
| JUPITER INFOMEDIA LTD. | 40 | 27.4 | 0.99 | 39.3 | 2.4 | 1.5 | 30.2 | 7.9 |
| OLYMPIA INDUSTRIES LTD. | 14 | 6.9 | 0.26 | — | 3.3 | 4.2 | — | 2.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 50.6 | 15.7 | 9 of 9 | 0% |
| P/B | 2.0 | 1.4 | 6 of 9 | 38% |
| ROCE | 4.7 | 7.8 | 5 of 8 | 43% |
| ROE | 4.4 | 6.7 | 5 of 8 | 43% |
| Debt / Equity | 0.0 | 0.0 | 1 of 9 | 50% |
| EBITDA margin | 75.9 | 36.2 | 1 of 8 | 100% |
| Revenue growth | 11.4 | 12.3 | 5 of 8 | 29% |
| Profit growth | 42.9 | 36.4 | 3 of 8 | 71% |
| Market cap | 81104 | 1073 | 1 of 9 | 100% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
