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 ₹ 1,10,081 Cr.
- Current Price ₹ 8,495
- High / Low ₹ 8,947 / 4,862
- Stock P/E 151
- Book Value ₹ 2,675
- Dividend Yield 0.26 %
- ROCE 6.31 %
- ROE 4.65 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 22.6% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 31.9%
- Company's working capital requirements have reduced from 204 days to 118 days
Cons
- Stock is trading at 3.18 times its book value
- Company has a low return on equity of 4.94% over last 3 years.
- Earnings include an other income of Rs.391 Cr.
* 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
Part of Nifty India Digital Index Nifty Total Market BSE 250 LargeMidCap Index BSE 500 BSE 400 MidSmallCap Index
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
437 | 506 | 611 | 718 | 802 | 915 | 1,098 | 1,273 | 1,128 | 1,562 | 2,159 | 2,381 | 2,499 | |
287 | 339 | 429 | 579 | 571 | 614 | 752 | 864 | 835 | 1,092 | 1,366 | 1,413 | 1,487 | |
Operating Profit | 150 | 167 | 182 | 139 | 231 | 302 | 346 | 408 | 293 | 470 | 792 | 968 | 1,011 |
OPM % | 34% | 33% | 30% | 19% | 29% | 33% | 32% | 32% | 26% | 30% | 37% | 41% | 40% |
17 | 41 | 106 | 67 | 59 | 6 | 78 | -36 | 116 | 9,682 | -120 | 242 | 391 | |
Interest | 2 | 2 | 3 | 3 | 4 | 4 | 5 | 12 | 11 | 11 | 12 | 29 | 19 |
Depreciation | 9 | 17 | 17 | 21 | 24 | 22 | 20 | 41 | 44 | 40 | 45 | 68 | 71 |
Profit before tax | 155 | 188 | 267 | 182 | 262 | 281 | 399 | 319 | 354 | 10,101 | 616 | 1,113 | 1,313 |
Tax % | 34% | 32% | 28% | 31% | 22% | 35% | 29% | 36% | 21% | 12% | 33% | 25% | |
102 | 128 | 194 | 125 | 204 | 182 | 282 | 206 | 278 | 8,923 | 411 | 833 | 743 | |
EPS in Rs | 9.37 | 11.77 | 16.13 | 10.35 | 16.86 | 14.98 | 23.07 | 16.79 | 21.62 | 692.83 | 31.83 | 64.39 | 57.38 |
Dividend Payout % | 11% | 21% | 19% | 29% | 27% | 37% | 26% | 36% | 37% | 2% | 60% | 34% |
Compounded Sales Growth | |
---|---|
10 Years: | 17% |
5 Years: | 17% |
3 Years: | 28% |
TTM: | 9% |
Compounded Profit Growth | |
---|---|
10 Years: | 21% |
5 Years: | 23% |
3 Years: | 44% |
TTM: | -2% |
Stock Price CAGR | |
---|---|
10 Years: | 26% |
5 Years: | 27% |
3 Years: | 16% |
1 Year: | 70% |
Return on Equity | |
---|---|
10 Years: | 7% |
5 Years: | 6% |
3 Years: | 5% |
Last Year: | 5% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 109 | 109 | 120 | 121 | 121 | 122 | 122 | 122 | 129 | 129 | 129 | 129 | 129 |
Reserves | 556 | 653 | 1,542 | 1,674 | 1,862 | 1,986 | 2,202 | 2,309 | 4,364 | 13,843 | 10,797 | 25,347 | 34,530 |
1 | 1 | 1 | 1 | 1 | 1 | 1 | 76 | 65 | 48 | 88 | 223 | 226 | |
184 | 218 | 279 | 365 | 432 | 520 | 616 | 604 | 677 | 2,149 | 1,900 | 3,835 | 5,957 | |
Total Liabilities | 851 | 982 | 1,942 | 2,160 | 2,416 | 2,628 | 2,941 | 3,111 | 5,235 | 16,169 | 12,914 | 29,535 | 40,842 |
91 | 85 | 84 | 75 | 60 | 53 | 55 | 132 | 108 | 91 | 171 | 300 | 307 | |
CWIP | 10 | 10 | 9 | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 0 |
Investments | 425 | 615 | 1,438 | 682 | 957 | 1,972 | 1,373 | 1,723 | 1,419 | 12,629 | 9,881 | 25,618 | 36,754 |
325 | 271 | 410 | 1,404 | 1,399 | 603 | 1,511 | 1,256 | 3,707 | 3,450 | 2,862 | 3,616 | 3,781 | |
Total Assets | 851 | 982 | 1,942 | 2,160 | 2,416 | 2,628 | 2,941 | 3,111 | 5,235 | 16,169 | 12,914 | 29,535 | 40,842 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
100 | 136 | 139 | 110 | 228 | 307 | 296 | 302 | 288 | 725 | 787 | 832 | |
-102 | -100 | -843 | -35 | -184 | -204 | -223 | 197 | -1,883 | -1,054 | -547 | -515 | |
-12 | -25 | 716 | -66 | -42 | -76 | -78 | -142 | 1,805 | -224 | -214 | -285 | |
Net Cash Flow | -15 | 10 | 12 | 9 | 3 | 27 | -6 | 357 | 210 | -553 | 27 | 32 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 4 | 4 | 6 | 6 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
Inventory Days | ||||||||||||
Days Payable | ||||||||||||
Cash Conversion Cycle | 4 | 4 | 6 | 6 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
Working Capital Days | -136 | -141 | -111 | 337 | 252 | -136 | 166 | 5 | 544 | 342 | 151 | 118 |
ROCE % | 28% | 26% | 17% | 12% | 16% | 18% | 20% | 19% | 10% | 6% | 7% | 6% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Acquisition
1d - Redstart Labs to invest Rs. 3 Crores in Brainsight.
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Announcement under Regulation 30 (LODR)-Acquisition
2d - Redstart Labs to invest Rs. 3 Crores in Sploot.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
16 Dec - Schedule of analyst/institutional investor meetings.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
16 Dec - Schedule of analyst/institutional investor meetings.
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Announcement under Regulation 30 (LODR)-Change in Directorate
15 Dec - Completion of Mr. Sharad Malik's tenure as Independent Director.
Annual reports
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Financial Year 2024
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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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Concalls
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Nov 2024Transcript PPT
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Aug 2024Transcript PPT
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Jun 2024TranscriptNotesPPT
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Jun 2024Transcript PPT REC
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Nov 2023TranscriptPPTREC
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Nov 2019TranscriptPPT
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Oct 2016TranscriptPPT
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Jul 2016TranscriptPPT
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May 2016TranscriptPPT
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Jan 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]