Info Edge (India) Ltd
NSE:NAUKRI
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Intrinsic Value
The intrinsic value of one NAUKRI stock under the Base Case scenario is 1 212.05 INR. Compared to the current market price of 7 999.95 INR, Info Edge (India) Ltd is Overvalued by 85%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Info Edge (India) Ltd
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Fundamental Analysis
Economic Moat
Info Edge (India) Ltd
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Info Edge (India) Ltd. is a dynamic player in the Indian digital landscape, primarily known for its renowned job portal, Naukri.com. Founded in 1997, the company has leveraged the rising tide of internet penetration and the burgeoning talent pool in India to establish a market-dominating presence. Naukri has evolved not just as a job search platform but as an end-to-end recruitment solution, catering to job seekers and employers alike. Beyond Naukri, Info Edge has diversified its offerings with other ventures such as 99acres for real estate, Jeevansathi for matrimonial services, and Zomato, the popular food delivery platform, in which it was an early investor. This multifaceted approach illu...
Info Edge (India) Ltd. is a dynamic player in the Indian digital landscape, primarily known for its renowned job portal, Naukri.com. Founded in 1997, the company has leveraged the rising tide of internet penetration and the burgeoning talent pool in India to establish a market-dominating presence. Naukri has evolved not just as a job search platform but as an end-to-end recruitment solution, catering to job seekers and employers alike. Beyond Naukri, Info Edge has diversified its offerings with other ventures such as 99acres for real estate, Jeevansathi for matrimonial services, and Zomato, the popular food delivery platform, in which it was an early investor. This multifaceted approach illustrates Info Edge's ability to adapt and thrive in various sectors of the online services market.
For investors, Info Edge presents a compelling narrative of growth and innovation. The company's robust financial performance is underscored by consistent revenue generation and strategic investments, positioning it well for future expansion in a rapidly evolving digital economy. The firm’s commitment to enhancing user experience through technology and data-driven strategies bodes well for its market positioning. Moreover, its long-term vision aligns with macroeconomic trends, including the increasing preference for digital solutions across industries. With a strong foundational business and a portfolio of promising ventures, Info Edge stands out as an intriguing investment opportunity in an increasingly digitalized India, promising both resilience and growth potential in the years to come.
Info Edge (India) Ltd. is a prominent player in the Indian internet space, operating primarily in the online classifieds domain. The company is known for its focus on various segments that leverage technology to facilitate services and transactions. Here are the core business segments of Info Edge:
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Naukri.com:
- This is the flagship portal and is one of India's largest job portals. It connects job seekers with employers and provides various services such as resume database access for recruiters, job listings, and recruitment solutions.
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Naukri FastForward:
- This segment offers premium services to job seekers, including personalized career advice, interview preparation, and advanced job search tools.
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Shiksha.com:
- A dedicated education portal that helps students find colleges, courses, and information related to education. It also offers tools for comparisons, reviews, and admission processes.
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99acres.com:
- An online real estate platform that connects buyers, sellers, and renters. This platform provides listings, property details, and tools for property search and comparison.
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Brij.com:
- A new venture focusing on the wedding industry, offering services and solutions for wedding planning.
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Hirist.com:
- A specialized job portal catering to technology and IT professionals, facilitating job searches and recruitment in this high-demand sector.
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EmpHire:
- A newer initiative that targets the corporate recruitment segment, helping organizations with their hiring processes.
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Other Initiatives:
- Info Edge also invests in various internet-based startups and businesses, expanding its portfolio beyond traditional job and classifieds offerings.
Each of these segments is designed to cater to different customer needs, from job searching to real estate listings, emphasizing Info Edge's strategic focus on digital platforms that facilitate transactions and connect individuals with opportunities. The company’s commitment to innovation and technology makes it a leader in the online services domain in India.
Info Edge (India) Ltd, known for its flagship products like Naukri.com, 99acres.com, and Shiksha.com, has several unique competitive advantages that differentiate it from its rivals in the online job portal and real estate sectors:
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Strong Brand Recognition: Naukri.com is one of the most recognized job portals in India. Its established brand name attracts both job seekers and recruiters, fostering trust and user loyalty.
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Large User Base: Info Edge has built a robust user base over the years, with millions of registered users and a substantial number of job listings. This network effect creates a barrier to entry for new competitors as they struggle to match the scale.
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Diverse Portfolio: Beyond job listings, Info Edge operates in various sectors, including real estate and education. This diversification allows the company to mitigate risks associated with downturns in any single sector.
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Technological Edge: Info Edge invests heavily in technology, utilizing advanced algorithms and data analytics to offer better matchmaking between job seekers and employers and to improve user experiences on its platforms.
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Strong Financial Position: The company has a solid financial foundation, which enables it to invest in marketing, technology, and expansion strategies. This financial strength enhances its competitive position against rivals with fewer resources.
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Innovative Features: Info Edge regularly updates its platforms with innovative features, such as mobile applications, AI-driven recommendations, and premium services for employers, keeping it ahead of competitors that may not offer similar functionalities.
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Content and Data Utilization: With a wealth of data on job trends, salaries, and real estate prices, Info Edge can provide valuable insights and analytics to its users, creating an additional layer of service that competitors may lack.
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Strategic Partnerships and Acquisitions: The company has a history of forming strategic partnerships and making acquisitions that bolster its market position and expand its service offerings. These strategic moves can enhance its competitive advantages.
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High Customer Retention: Thanks to its quality services and brand reputation, Info Edge enjoys high customer retention rates among both employers and job seekers, leading to stable revenue streams.
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Focus on Customer Experience: A continuous emphasis on improving customer service and user experience helps Info Edge maintain a loyal user base, providing further insulation against competition.
These competitive advantages contribute to Info Edge's strong market position in the digital landscape of India, allowing it to sustain growth and profitability over the long term.
Info Edge (India) Ltd, known for its online job portal Naukri.com, along with other subsidiaries like 99acres.com and Shiksha.com, operates in a dynamic environment that presents various risks and challenges. Here are some potential risks and challenges the company might face in the near future:
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Economic Slowdown: The company's performance is closely tied to the health of the Indian economy. Any slowdown can impact hiring trends, real estate transactions, and education enrollments, directly affecting revenue from its core segments.
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Competition: There is intense competition in the online job portal, real estate, and education sectors. New entrants and established players can erode market share, forcing Info Edge to invest heavily in marketing and technology.
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Technological Changes: Rapid advancements in technology may require Info Edge to continuously innovate its platforms to stay relevant. The need to invest in the latest technologies can strain resources.
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Regulatory Risks: Changes in government regulations concerning employment, real estate, and education can have significant implications for Info Edge's business model. Compliance with evolving regulations can also increase operational costs.
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Data Privacy and Security: As an online platform, Info Edge handles a vast amount of personal data. Breaches in data security can damage reputation, lead to legal repercussions, and erode user trust.
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User Dependence: The company relies heavily on the volume of job seekers and recruiters utilizing its platforms. Any shift in user behavior or preferences could adversely affect its business model.
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Global Economic Factors: External economic factors such as geopolitical tensions, currency fluctuations, or global economic downturns can impact domestic investments, hiring, and real estate markets.
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Market Saturation: In the job portal segment, the market could trend towards saturation, making it harder to acquire new users and leading to diminishing growth rates.
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Monetization of New Ventures: Info Edge has diversified into various sectors, including startups and investments. The challenge lies in efficiently monetizing these ventures while managing associated risks.
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Dependence on Digital Advertising: A significant portion of revenue comes from digital advertising. Changes in digital ad pricing or shifts in advertising budgets can impact revenues.
To navigate these risks, Info Edge must remain agile, innovate continuously, and adopt a proactive risk management approach. Focusing on customer experience, expanding its service offerings, and exploring new markets could help mitigate some of these challenges.
Revenue & Expenses Breakdown
Info Edge (India) Ltd
Balance Sheet Decomposition
Info Edge (India) Ltd
Current Assets | 43.4B |
Cash & Short-Term Investments | 42.4B |
Receivables | 116.5m |
Other Current Assets | 893.2m |
Non-Current Assets | 317.5B |
Long-Term Investments | 307.3B |
PP&E | 3.2B |
Intangibles | 4.6B |
Other Non-Current Assets | 2.5B |
Current Liabilities | 15B |
Accounts Payable | 889m |
Other Current Liabilities | 14.1B |
Non-Current Liabilities | 43.3B |
Long-Term Debt | 2.2B |
Other Non-Current Liabilities | 41.2B |
Earnings Waterfall
Info Edge (India) Ltd
Revenue
|
25.9B
INR
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Cost of Revenue
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-741.7m
INR
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Gross Profit
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25.1B
INR
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Operating Expenses
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-17.7B
INR
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Operating Income
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7.5B
INR
|
Other Expenses
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-975.3m
INR
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Net Income
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6.5B
INR
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Free Cash Flow Analysis
Info Edge (India) Ltd
INR | |
Free Cash Flow | INR |
In Q2 FY '25, Info Edge achieved a 14% growth in billings to INR 650 crores and an 11% revenue increase to INR 656 crores. Operating profit rose 15% to INR 251 crores, with a margin expansion to 38%. However, net profit declined to INR 86 crores due to a deferred tax charge from increased capital gains tax. Encouraging trends were seen in recruitment, with a 14% billings increase driven by IT and non-IT sectors. The company anticipates revenue growth surpassing 14% in Q3, supported by robust performance from niche businesses like iimjobs and AmbitionBox.
What is Earnings Call?
NAUKRI Profitability Score
Profitability Due Diligence
Info Edge (India) Ltd's profitability score is 60/100. The higher the profitability score, the more profitable the company is.
Score
Info Edge (India) Ltd's profitability score is 60/100. The higher the profitability score, the more profitable the company is.
NAUKRI Solvency Score
Solvency Due Diligence
Info Edge (India) Ltd's solvency score is 97/100. The higher the solvency score, the more solvent the company is.
Score
Info Edge (India) Ltd's solvency score is 97/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
NAUKRI Price Targets Summary
Info Edge (India) Ltd
According to Wall Street analysts, the average 1-year price target for NAUKRI is 7 914.13 INR with a low forecast of 4 191.5 INR and a high forecast of 9 450 INR.
Dividends
Current shareholder yield for NAUKRI is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
NAUKRI Insider Trading
Buy and sell transactions by insiders
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Profile
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Description
Info Edge India Ltd. engages in the provision of Internet based services through its web portals and mobile applications. The company is headquartered in Noida, Uttar Pradesh. The company went IPO on 2006-11-21. The Company’s segments include Recruitment Solutions and Real State- 99acres. The Recruitment Solutions segment consists of Naukri and all other allied businesses, which provides hiring solutions for both business-to-business (B2B), as well as business-to-customers (B2C) . Real State- 99acres segment is focused on property listings, builders and brokers branding and visibility through micro-sites, home page links, and banners servicing real estate developers, builders and brokers. The company operates in service verticals, which includes recruitment solutions through its brands naukri.com, iimjobs.com, hirist.com, ambitionbox.com, bigshyft.com, jobhai.com; in real estate services through its brand 99acres.com; in matrimonial services through its brand jeevansaathi.com, and in education services through its brand shiksha.com.
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IPO
Employees
Officers
The intrinsic value of one NAUKRI stock under the Base Case scenario is 1 212.05 INR.
Compared to the current market price of 7 999.95 INR, Info Edge (India) Ltd is Overvalued by 85%.