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Info Edge India Ltd. (IN:NAUKRI)
:NAUKRI
India Market

Info Edge India Ltd. (NAUKRI) AI Stock Analysis

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IN:NAUKRI

Info Edge India Ltd.

(NAUKRI)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
₹1,015.00
▼(-24.04% Downside)
Action:ReiteratedDate:03/12/26
The score is supported primarily by strong financial performance (high margins, solid growth, conservative leverage, and healthy cash generation). It is materially reduced by weak technicals (broad downtrend despite oversold signals) and an expensive valuation (very high P/E with limited dividend support).
Positive Factors
Market position & network effects
Info Edge’s ownership of market-leading platforms (notably Naukri) creates durable network effects: large jobseeker and recruiter pools increase match quality and willingness to pay for listings and subscriptions. This entrenched position supports recurring revenue and high customer retention over multiple quarters.
Negative Factors
Declining return on equity
A falling ROE signals reduced capital efficiency versus historical levels, implying the business is generating lower returns on shareholder equity. If the trend persists, it can limit long-term shareholder value creation and indicate challenges scaling profits relative to equity base.
Read all positive and negative factors
Positive Factors
Negative Factors
Market position & network effects
Info Edge’s ownership of market-leading platforms (notably Naukri) creates durable network effects: large jobseeker and recruiter pools increase match quality and willingness to pay for listings and subscriptions. This entrenched position supports recurring revenue and high customer retention over multiple quarters.
Read all positive factors

Info Edge India Ltd. (NAUKRI) vs. iShares MSCI India ETF (INDA)

Info Edge India Ltd. Business Overview & Revenue Model

Company Description
Info Edge (India) Limited operates as an online classifieds company in the areas of recruitment, matrimony, real estate, and education and related services in India and internationally. It operates through Recruitment Solutions, 99acres, and Other...
How the Company Makes Money
Info Edge makes money primarily by monetizing traffic and user intent on its category-leading online platforms through subscriptions, listings, and advertising. (1) Recruitment (Naukri.com and related recruitment offerings): This is typically the ...

Info Edge India Ltd. Financial Statement Overview

Summary
Strong fundamentals supported by high profitability (gross margin 53.9%, net margin 33.8%) and solid revenue growth (+12.3% YoY). Balance sheet is very conservative (debt-to-equity 0.008; equity ratio 81.6%) and cash generation is healthy (FCF growth +17.9%; OCF/NI 0.91). Offsetting factors include historical volatility in net income/cash flow and low ROE (2.76%) with a declining trend.
Income Statement
85
Very Positive
Balance Sheet
80
Positive
Cash Flow
78
Positive
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue30.68B28.50B25.36B23.46B15.89B11.28B
Gross Profit29.84B27.71B24.62B22.82B15.55B11.00B
EBITDA21.21B20.81B10.01B2.20B142.49B16.52B
Net Income13.18B9.62B5.75B-1.07B127.60B14.16B
Balance Sheet
Total Assets593.97B427.71B360.91B166.60B204.83B63.29B
Cash, Cash Equivalents and Short-Term Investments50.24B42.49B41.50B35.22B33.12B30.54B
Total Debt2.76B2.67B2.46B1.08B640.68M650.89M
Total Liabilities87.23B59.55B44.62B22.34B24.32B8.54B
Stockholders Equity486.10B349.03B302.62B133.98B172.41B53.96B
Cash Flow
Free Cash Flow3.11B7.93B6.73B4.54B6.86B2.67B
Operating Cash Flow3.33B8.76B7.02B5.12B7.07B2.76B
Investing Cash Flow-1.30B-8.18B-8.52B-3.58B-11.77B-20.43B
Financing Cash Flow-1.85B-1.27B1.20B19.74M346.35M18.80B

Info Edge India Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1336.30
Price Trends
50DMA
1064.19
Negative
100DMA
1203.08
Negative
200DMA
1290.51
Negative
Market Momentum
MACD
-14.28
Negative
RSI
44.40
Neutral
STOCH
58.62
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:NAUKRI, the sentiment is Negative. The current price of 1336.3 is above the 20-day moving average (MA) of 982.51, above the 50-day MA of 1064.19, and above the 200-day MA of 1290.51, indicating a neutral trend. The MACD of -14.28 indicates Negative momentum. The RSI at 44.40 is Neutral, neither overbought nor oversold. The STOCH value of 58.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:NAUKRI.

Info Edge India Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
₹126.17B17.721.33%13.36%24.85%
74
Outperform
₹49.44B11.096.97%12.91%
63
Neutral
₹61.27B74.060.58%9.11%16.30%
62
Neutral
₹642.94B79.470.44%15.26%181.33%
62
Neutral
₹8.86B34.551.88%-4.85%-29.49%
55
Neutral
$13.29B17.4210.03%0.93%7.13%-12.93%
45
Neutral
₹51.29B-277.61-68.47%-145.26%
* Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:NAUKRI
Info Edge India Ltd.
991.55
-309.01
-23.76%
IN:INDIAMART
IndiaMART InterMESH Ltd.
2,099.75
3.53
0.17%
IN:JUSTDIAL
Just Dial Ltd.
581.30
-297.90
-33.88%
IN:MATRIMONY
Matrimony.com Ltd.
428.75
-70.11
-14.05%
IN:NETWORK18
Network18 Media & Investments Limited
33.26
-10.46
-23.92%
IN:WELENT
Welspun Enterprises Ltd.
442.65
-60.61
-12.04%

Info Edge India Ltd. Corporate Events

Info Edge opens special window to regularise legacy physical share transfers
Mar 6, 2026
Info Edge (India) Ltd. has notified stock exchanges that it has published newspaper notices about a special one-year window for transfer, re-lodgement and dematerialisation of physical shares linked to transactions predating April 1, 2019. The mov...
Info Edge Schedules Investor Meeting With Invesco Mutual Fund
Mar 3, 2026
Info Edge (India) Ltd. has notified the stock exchanges that it will participate in a one-on-one virtual meeting with Invesco Mutual Fund on March 9, 2026, as part of its regular engagement with analysts and institutional investors. The company em...
Info Edge Releases Naukri JobSpeak Index for January 2026
Feb 1, 2026
Info Edge (India) Limited announced that the Naukri JobSpeak Index report for January 2026 has been released and is available on the company’s website, providing updated data and analytics on hiring trends across the Indian job market. The m...
Info Edge Finds No Material Financial Impact From 99acres Whistle-Blower Probe
Jan 27, 2026
Info Edge (India) Ltd has announced the conclusion of an independent investigation into a whistle-blower complaint relating to its 99acres business vertical, which was first disclosed to stock exchanges in September 2025. A specialist law firm and...
Info Edge Restructures Agri-Tech Bets, Exits Gramophone Stake to Back Unnati with ₹126 Crore Plus Deal
Jan 3, 2026
Info Edge (India) Ltd has approved a transaction to exit its associate Agstack Technologies Pvt Ltd (Gramophone) and simultaneously deepen its investment in Akshamaala Solutions Pvt Ltd (Unnati) through its wholly owned investment arm, Startup Inv...
Info Edge Reshapes Agritech Portfolio With Gramophone Exit and Fresh Stake in Unnati
Jan 3, 2026
Info Edge (India) Limited’s board has approved a transaction to transfer, via its wholly owned subsidiary Startup Investments (Holding) Limited (SIHL), its entire stake in associate company Agstack Technologies Private Limited (Gramophone) t...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Mar 12, 2026