Info Edge (India) Ltd.
NSE: NAUKRIInfo Edge (India) Ltd.: A 30-second snapshot
Info Edge (India) — listed as NAUKRI — operates recruitment, real estate, and education platforms. At ₹928.10, the stock trades 39.74% below its 52-week high, below both the 50-DMA (₹988.63) and 200-DMA (₹1,236.22), with a 12-month price decline of 36.22%. Trailing PE stands at 44.64x on a 42.57% profit margin and 5-year revenue CAGR of 13.4%.
P/E
44.6
Forward P/E
47.1
ROE
—
Debt / Equity
0.54
Profit Margin
+42.6%
Div. Yield
+0.9%
5Y ROE > 15%
1/5
5Y FCF > 0
4/5
Quality
51/100
News
8 headlines · 3 positive · 3 negative
Info Edge (India) announces change in senior management - Business Standard
Business Standard
Info Edge Limited Announces Executive Changes, Effective May 1, 2026 - marketscreener.com
marketscreener.com
Info Edge (India) to invest 100 million rupees in Smartweb Internet Services - marketscreener.com
marketscreener.com
Info Edge Reorganizes Senior Management Roles in Recruitment Business Vertical - scanx.trade
scanx.trade
Karnataka, Naukri Partner To Provide Free Recruitment Support For New GCCs In State - BW Businessworld
BW Businessworld
Recent context
- ·Info Edge announced executive changes effective May 1, 2026, reorganising senior management roles across its recruitment vertical — two separate headlines in the same week covered this transition, both rated negative in sentiment.
- ·The company announced a ₹100 million investment in Smartweb Internet Services (April 2026) and a partnership with the Karnataka government to support free recruitment for new GCCs in the state, both rated positive.
- ·Mean analyst rating stands at 1.95 across 20 analysts (1–5 scale, lower = more constructive); RSI at 34.5 reflects the sustained drawdown from the 52-week high of approximately ₹1,539.
Strengths
- +Profit margin of 42.57% is substantially above typical levels for internet-platform businesses with mixed consumer and B2B revenue streams.
- +FCF was positive in 4 of the available years, indicating the core business generates cash despite diversification investments across Naukri, 99acres, and Shiksha verticals.
- +5-year revenue CAGR of 13.4% and earnings CAGR of 12.3% reflect a decade-long compounding base in the online recruitment market.
- +Quality score of 48 ranks 2nd of 6 in the Consumer Goods sector peer group, above peers including Asian Paints (23) and Eternal (41).
Weaknesses
- −Stock is 36.22% lower over 12 months and 20.62% lower over the past 3 months, sitting below both the 50-DMA and 200-DMA with no identified technical support levels in the current data.
- −Earnings consistency score of 32/100 with only 1 year of ROE above 15% recorded limits confidence in capital efficiency persistence; ROE data is unavailable for a complete assessment.
- −Forward PE of 47.07x exceeds trailing PE of 44.64x, placing a premium on future earnings growth that the 5-year CAGR of 12.3% has not yet demonstrated accelerating.
- −Debt trend is classified as rising (D/E 0.54), and two news items in April–May 2026 report senior management reorganisation in the core recruitment business vertical.
Open questions
- ?Does the 39.74% drawdown reflect a structural re-rating of internet-platform multiples in India, or is it specific to Info Edge's competitive positioning in recruitment and adjacent verticals?
- ?The forward PE of 47.07x implies earnings acceleration beyond the 12.3% 5-year CAGR — what business conditions would be needed for Info Edge to achieve that implied growth rate?
- ?Management reorganisation in the recruitment vertical has been flagged in two consecutive news items: does this represent routine succession planning or a signal of operational challenges in the core Naukri platform?
- ?Info Edge's 42.57% profit margin co-exists with a consistency score of 32 and only 1 ROE year above 15% — what explains the gap between margin quality and measured earnings consistency?
Peer comparison: Consumer Goods
Ranks 2 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| NAUKRI | Info Edge (India) Ltd.You're viewing | 44.6 | — | 48 |
| Industry avg | across 5 peers | 79.5 | +19.6% | 37 |
| TRENT | Trent Ltd. | 84.7 | +27.1% | 49 |
| ETERNAL | Eternal Ltd. | — | +1.2% | 41 |
| DMART | Avenue Supermarts Ltd. | 95.2 | +12.9% | 37 |
| TITAN | Titan Company Ltd. | 73.0 | +37.1% | 34 |
| ASIANPAINT | Asian Paints Ltd. | 64.9 | — | 23 |
Technical state
Current price
₹928.10
SMA 50
₹988.63
SMA 200
₹1,236.22
RSI (14)
34.5 (neutral)
From 52w high
-39.7%
1Y return
-36.2%
3M return
-20.6%
50-DMA
Below
200-DMA
Below
Algorithmic resistance levels
Risk flags
- highDown 36.22% over 12 months and 20.62% over 3 months, trading below the 50-DMA (₹988.63) and 200-DMA (₹1,236.22), with a 39.74% drawdown from the 52-week high. No identified support levels; nearest resistance cluster sits at ₹996–₹1,081.
- mediumEarnings consistency score of 32/100 with only 1 year of ROE above 15% recorded over the available history and a rising debt trend (D/E 0.54). Forward PE of 47.07x exceeds trailing PE of 44.64x, implying accelerating earnings growth that the 5-year earnings CAGR of 12.3% has not demonstrated.
- mediumROE is unavailable in the fundamental data, preventing a complete assessment of capital efficiency. Quality score of 48/100 ranks 2nd of 6 sector peers, but the consistency score of 32 and only 4 of 5 FCF-positive years limit confidence in earnings durability.
- lowTwo of the five top headlines cover senior management reorganisation in the recruitment business vertical (April–May 2026), rated negative in sentiment. News total is 8 articles; signal is sparse.
Cross-section contradictions
- Profit margin of 42.57% and FCF positive in 4 of available years indicate a cash-generative business, yet the stock has declined 36.22% over 12 months with news sentiment rated neutral overall — price weakness is not evidently explained by fundamental or news-flow deterioration.
- Analyst mean rating of 1.95 across 20 analysts (1–5 scale, lower = more constructive) sits toward the constructive end of the scale, contrasting with a 39.74% drawdown from the 52-week high and RSI of 34.5.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 25 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 17 May 2026 · rotates through NIFTY 500 every ~5 days