NAUKRI
NIFTY200
Info Edge (India) Ltd.
Consumer Goods · NSE
₹978.35
1Y-29.5%
P/E47.2
Fwd P/E49.6
ROE—
Margin+42.6%
D/E0.54
Div Yld+0.9%
Quality Score56/100
Analyst consensus:Constructive· 20 analysts
52-week range
₹931 – ₹1,540
From 52w high
-36.5%
RSI (14)
43.2
vs SMA 50 / 200
↓ 50 · ↓ 200
Info Edge (India), the operator of Naukri.com and other internet classifieds platforms, trades at ₹978.35 as of 11 May 2026 — 36.47% below its 52-week high and below both its 50-DMA and 200-DMA. The stock carries a trailing PE of 47.2x and a 42.57% profit margin, with 5-year revenue and earnings CAGRs of 13.4% and 12.3% respectively.
Pros
- ✓Profit margin of 42.57% is exceptionally high relative to typical internet-classifieds businesses, reflecting the asset-light, platform-driven revenue model of Naukri.com and related verticals.
- ✓FCF was positive in 4 of the available measurement years, suggesting the business generates cash reliably even during periods of revenue moderation.
- ✓5-year revenue CAGR of 13.4% and earnings CAGR of 12.3% indicate consistent compounding over the medium term, without a single-year distortion.
- ✓At PE of 47.2x, NAUKRI trades as the lowest-PE name among its 6 tracked sector peers (peers range from 64x to 96x), reflecting a relative valuation discount within this peer group.
Cons
- ✗Stock has declined 28.91% over 12 months and 15.91% over 3 months, with price below both the 50-DMA (₹997.32) and 200-DMA (₹1,245.99) — a sustained period of underperformance relative to its own price history.
- ✗ROE data is unavailable for the current period, and only 1 year of ROE above 15% is recorded in the persistence data; the consistency score of 32/100 signals uneven historical returns on equity.
- ✗Debt-to-equity is on a rising trend (currently 0.54), and the forward PE of 49.6x exceeds the trailing PE of 47.2x, indicating the market is pricing in future earnings expansion that current growth rates do not yet confirm.
- ✗Quality score of 48 ranks 2nd of 6 in the sector peer group, but the overall score remains below 50, reflecting a mixed profile on the composite quality metrics used in the ranking model.
Recent context
- ·In late April 2026, Info Edge reorganised senior management across its Naukri recruitment, Shiksha, and 99acres verticals, with executive changes effective 1 May 2026 — the scope and rationale of these transitions have not been elaborated in available headlines.
- ·The Karnataka government announced a partnership with Naukri.com to strengthen talent access for Global Capability Centres (GCCs), representing a government-channel distribution development for the recruitment platform.
- ·News sentiment across 8 recent headlines is neutral (6 neutral, 2 positive, 0 negative), with no earnings-related or financial guidance items; the management restructuring is the dominant recent narrative.
Questions to ask yourself
- ?Does the management reorganisation across Naukri, Shiksha, and 99acres signal a strategic pivot in how Info Edge is allocating resources between its verticals, and how has historical restructuring affected segment-level revenue growth?
- ?The forward PE of 49.6x exceeds the trailing PE of 47.2x — what earnings growth rate would be required over the next 12 months to justify the current multiple, and does the 5-year CAGR of 12.3% support that trajectory?
- ?Given that ROE data is missing and the consistency score is 32/100, what has driven the profit margin of 42.57% — is it structural pricing power in the recruitment marketplace, or cyclical demand conditions in white-collar hiring?
- ?The 36.47% drawdown from the 52-week high occurred without any negative headlines — does this reflect sector-wide multiple compression, a shift in institutional positioning, or stock-specific factors not yet visible in public disclosures?
PE
47.2
Forward PE
49.6
ROE
—
Profit margin
+42.6%
D/E
0.54
Dividend yield
+0.9%
Quality score
48/100
ROE 5y above 15%
1/5 yrs
FCF 5y positive
4/5 yrs
Analyst consensus1.95 · 20 analysts(1–5 scale, lower = more constructive)
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.Analysis generated 11 May 2026.