Info Edge (India) Ltd.
NSE: NAUKRIInfo Edge (India) Ltd.: A 30-second snapshot
Info Edge trades at Rs 1,244.05, up 29.46% over the past 3 months but down 11.11% over the past 12 months and 12.86% below its 52-week high, with RSI at 71.97 (overbought) and price above both the 50-DMA (Rs 1,063.98) and 200-DMA (Rs 1,150.52). Reported profit margin is 44.14% against a 5-year revenue CAGR of 15.9% and earnings CAGR of 22.1%, while ROE stands at 4.57% with 0 of the years on record above 15% - a gap consistent with fair-value gains on stakes in listed investees (Eternal, PolicyBazaar) feeding into reported profit. Trailing PE is 54.77x (forward 52.24x) against a mean analyst rating of 1.41 across 22 analysts (1-5 scale, lower = more constructive).
P/E
54.8
Forward P/E
52.2
ROE
+4.6%
Debt / Equity
0.64
Profit Margin
+44.1%
Div. Yield
+1.2%
5Y ROE > 15%
0/5
5Y FCF > 0
4/5
Quality
64/100
News
8 headlines · 5 positive · 1 negative
Info Edge Meets Analysts on July 14 Following 7.9% Standalone Revenue Growth - Sahi
Sahi
For sale: Your salary info, address, and phone number — How Info Edge's Naukri is monetising the trust of millions - entrackr.com
entrackr.com
Info Edge Shares Extend Rally, Gain 5% As Citi Double Upgrades On Q1 Update - Should You Buy? - NDTV Profit
NDTV Profit
Info Edge surges nearly 7% on upbeat Q1 business update - Business Standard
Business Standard
Here's why Info Edge shares marked their best single-day gain since January 31, 2022 - CNBC TV18
CNBC TV18
Recent context
- ·Citi issued a rating upgrade on Info Edge following the Q1 business update, with shares gaining roughly 5% around July 8, per NDTV Profit.
- ·Shares recorded their best single-day gain since January 31, 2022 around the Q1 business update, alongside a roughly 7% move reported by Business Standard on standalone revenue growth of 7.9%.
- ·entrackr.com reported on Naukri's monetisation of user personal data (salary, address, phone number), a data-privacy matter distinct from the quarter's business-update coverage.
Strengths
- +Profit margin of 44.14%, with free cash flow positive in 4 of the years on record.
- +5-year revenue CAGR of 15.9% and earnings CAGR of 22.1%; standalone revenue growth of 7.9% was reported for the quarter, per the July 13 analyst update.
- +Debt/equity is negligible at roughly 0.0064x (Yahoo's raw percent-scaled figure of 0.64), even as the trend is recorded as rising.
- +Mean analyst rating of 1.41 across 22 analysts (1-5 scale, lower = more constructive); sampled news coverage skews positive (5 of 8 articles).
Weaknesses
- −ROE of 4.57%, with 0 of the years on record showing ROE above 15%, despite the 44.14% net margin - a divergence consistent with reported profit including fair-value/mark-to-market gains on stakes in listed investees (Eternal, PolicyBazaar) rather than purely core recruitment/classifieds operating income.
- −Earnings consistency score of 29/100; debt trend is recorded as rising even though the absolute level remains low.
- −RSI of 71.97 (overbought) follows a 29.46% three-month rally; the stock remains 12.86% below its 52-week high and down 11.11% over the past 12 months, and no resistance levels are populated in the underlying data.
- −One of 8 sampled news articles (entrackr.com) covers a data-privacy/monetisation matter concerning Naukri's collection and use of user personal information (salary, address, phone number).
Open questions
- ?How much of Info Edge's reported earnings growth (22.1% 5-year CAGR) reflects core recruitment/classifieds operating profit versus fair-value movements on its stakes in Eternal and PolicyBazaar?
- ?What would ROE look like if fair-value gains on listed investee stakes were excluded from reported profit?
- ?Does the recent 3-month price move (+29.46%) reflect a re-rating of the core operating business, or is it primarily tied to the Q1 business update and broker rating changes?
- ?How is Info Edge addressing the data-privacy concerns raised about Naukri's handling of user personal information, and what regulatory or reputational exposure might follow?
Peer comparison: Consumer Goods
Ranks 1 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| NAUKRI | Info Edge (India) Ltd.You're viewing | 54.8 | +4.6% | 56 |
| Industry avg | across 5 peers | 79.2 | +32.1% | 44 |
| ETERNAL | Eternal Ltd. | — | — | 50 |
| ASIANPAINT | Asian Paints Ltd. | 55.3 | — | 49 |
| TRENT | Trent Ltd. | 92.8 | +27.1% | 49 |
| DMART | Avenue Supermarts Ltd. | 83.6 | — | 38 |
| TITAN | Titan Company Ltd. | 85.2 | +37.1% | 34 |
Technical state
Current price
₹1,244.05
SMA 50
₹1,063.98
SMA 200
₹1,150.52
RSI (14)
72.0 (overbought)
From 52w high
-12.9%
1Y return
-11.1%
3M return
+29.5%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Risk flags
- mediumROE is 4.57% with 0 of the years on record above 15% and an earnings consistency score of 29/100, despite a 44.14% net profit margin and a 5-year earnings CAGR of 22.1% that outpaces the 5-year revenue CAGR of 15.9%. This margin-vs-ROE gap is consistent with reported profit including fair-value/mark-to-market movements on Info Edge's stakes in listed investees (Eternal, PolicyBazaar) rather than purely core recruitment/classifieds operating income. Debt trend is recorded as rising, though the absolute level remains negligible at roughly 0.0064x D/E (Yahoo's raw percent-scaled figure of 0.64).
- lowRSI of 71.97 (overbought) follows a 29.46% three-month price rally, while the stock is still 12.86% below its 52-week high and down 11.11% over the past 12 months. Resistance levels are not populated in the underlying data, limiting technical context above the current price of Rs 1,244.05.
- lowOne of 8 sampled news articles (entrackr.com, July 8) covers a data-privacy/monetisation matter concerning Naukri's collection and use of user personal information (salary, address, phone number). Overall sampled sentiment is still positive (5 positive, 2 neutral, 1 negative of 8 total).
- lowThe sector peer set (Asian Paints, Titan, Trent, Avenue Supermarts, Eternal, grouped under Consumer Goods) offers limited direct business comparability to Info Edge's classifieds/recruitment platform model, and several peer data points (priceChange1Y for all peers, ROE for Asian Paints/Eternal/Avenue Supermarts, PE for Eternal) are missing, limiting the value of the sector ranking.
Cross-section contradictions
- Profit margin of 44.14% is high, yet ROE is only 4.57% with 0 of the years on record above 15% - a gap consistent with reported earnings being lifted by fair-value gains on listed investee stakes (Eternal, PolicyBazaar) relative to the equity capital base, rather than solely by core operating performance.
- The mean analyst rating of 1.41 across 22 analysts (1-5 scale, lower = more constructive) sits toward the constructive end of the scale, while the earnings consistency score is 29/100 and 0 of the years on record show ROE above 15%.
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 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 1 Aug 2026 · rotates through NIFTY 500 every ~5 days