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Operates India's leading online job portal Naukri.com, plus matrimonial (Jeevansathi) and real estate (99acres) classifieds, and invests in startups.
Operates India's leading online job portal Naukri.com, plus matrimonial (Jeevansathi) and real estate (99acres) classifieds, and invests in startups.
Recruiters and employers pay for job postings and subscriptions to search resumes, charged upfront and recognised over the subscription, so revenue follows hiring activity. It also holds large stakes in Eternal (formerly Zomato) and PB Fintech (Policybazaar), whose changing market values move reported profit independently of operations.
In one line: India's Indeed/IAC hybrid.
Moat: narrow (network effects, brand, scale). Naukri.com's large employer/candidate database creates strong network effects as India's leading job portal.
Headquarters: Noida, India · Founded: 1995 · Employees: 6,268
Size Info Edge India (NAUKRI.NS) is an India Information Technology company (Internet Software/Services) with a market value of $8.18B, the 142nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹1,192 on 6 Nov 2026.
Performance Over six months the shares gained 21.4%, against +7.2% for the median peer and 0.0% for the India market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue grew 13.2% over the last twelve months (peer median +6.6%); the operating margin is 34.4% (peer median 25.6%).
Valuation It trades at 59.6× forward earnings against a peer median of 24.9× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 52% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is +28 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 14.4 points below its cost of capital (16.2% WACC).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹34.7B | ₹32.8B | ₹28.5B | ₹25.4B | ₹23.5B |
| Revenue growth | — | +15% | +12% | +8% | — |
| Gross profit | ₹18.8B | ₹17.1B | ₹14.1B | ₹12.2B | ₹11.0B |
| EBITDA | ₹13.2B | ₹12.1B | ₹10.1B | ₹8.55B | ₹5.88B |
| Net income | ₹17.6B | ₹14.5B | ₹9.62B | ₹5.75B | -₹1.07B |
| Free cash flow | n/a | ₹12.7B | ₹10.5B | ₹8.85B | ₹6.27B |
| Capital expenditure | n/a | ₹750M | ₹831M | ₹297M | ₹585M |
| Total debt | ₹2.42B | ₹2.59B | ₹2.67B | ₹2.46B | ₹1.08B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Info Edge India NAUKRI.NS | $8.18B | +21% | +13% | 34% | 59.6× | 51.8% |
| Microsoft MSFT | $3.94T | +28% | +18% | 47% | 25.5× | 17.2% |
| Recruit 6098.T | $149B | +133% | +9% | 20% | 30.3× | 22.0% |
| Just Dial JUSTDIAL.NS | $610M | +24% | +9% | 25% | 10.9× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NAUKRI.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.7% | +9.8% | 4th lowest of 21 |
| 6-month return | +21.4% | +7.2% | 6th highest of 20 |
| Distance from 52-week high | -15.0% | -25.7% | 8th highest of 21 |
| Revenue growth (TTM) | +13.2% | +6.6% | 7th highest of 21 |
| Operating margin | 34.4% | 25.6% | 8th highest of 21 |
| Forward P/E | 59.6× | 24.9× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 51.8% | 11.2% | most demanding of 17 |
| Growth delivered (Del g) | +23.8% | +10.4% | 3rd highest of 17 |
| Hurdle (Req g minus delivered) | +27.9 pp | -4.1 pp | 3rd most demanding of 17 |
| ROIC minus cost of capital | -14.4 pp | +1.9 pp | 2nd lowest of 17 |
| EV / EBITDA | 59.6× | 13.4× | most expensive of 14 |
| Net debt / EBITDA | -0.9× | 1.3× | least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Info Edge India NAUKRI.NS | India | $8.18B | +21% | +13% | 34% | 59.6× | 51.8% | +23.8% |
| Scout24 G24.DE | Germany | $6.99B | +19% | +16% | 49% | 22.3× | 10.3% | +12.9% |
| Mango Excellent Media 300413.SZ | China | $9.77B | +79% | +10% | -3% | 143.0× | 13.1% | -0.3% |
| CAR CAR.AX | Australia | $6.85B | -3% | +6% | 38% | 28.5× | 21.8% | +24.0% |
| Mobility Global MBGL | United States | $5.79B | n/a | +8% | 51% | 13.2× | -6.0% | +8.5% |
| Autotrader AUTO.L | United Kingdom | $5.68B | +12% | +4% | 62% | 14.3× | -0.7% | +18.9% |
| Gartner IT | United States | $12.0B | +20% | 0% | 19% | 11.8× | -4.0% | +9.6% |
| Rightmove RMV.L | United Kingdom | $5.38B | +35% | +7% | 66% | 18.1× | 11.6% | +15.6% |
| Braze BRZE | United States | $5.20B | +111% | +27% | -13% | 57.1× | 27.9% | +37.5% |
| Vend Marketplaces VEND.OL | Norway | $5.11B | -4% | -14% | 29% | 35.2× | 10.7% | -13.2% |
| PB Fintech POLICYBZR.NS | India | $4.74B | -43% | +37% | 7% | 41.0× | n/a | n/a |
| Check Point Software Technologies CHKP | United States | $14.7B | +25% | +3% | 28% | 13.4× | -1.7% | +5.7% |
| Informa INF.L | United Kingdom | $15.3B | +5% | +5% | 19% | 15.5× | 15.4% | +19.5% |
| AUTO1 AG1.DE | Germany | $4.34B | -14% | +21% | 1% | 29.2× | n/a | n/a |
| SMG Swiss Marketplace SMG.SW | Switzerland | $3.77B | +7% | +13% | 35% | 23.9× | 5.8% | +12.4% |
| Seek SEK.AX | Australia | $3.59B | +8% | +17% | 24% | 25.8× | 17.7% | +11.1% |
| Crisil CRISIL.NS | India | $3.40B | +6% | +24% | 26% | 35.0× | n/a | n/a |
| People PPLI | United States | $3.16B | -4% | -29% | 2% | 38.9× | 36.5% | -2.8% |
| Wolters Kluwer WKL.AS | Netherlands | $22.0B | +54% | 0% | 26% | 15.9× | -3.0% | +5.9% |
| People.cn 603000.SS | China | $2.69B | -15% | 0% | 12% | 77.2× | 28.6% | -0.4% |
| Aditya Birla Sun Life Amc ABSLAMC.NS | India | $2.68B | -19% | +4% | 60% | 23.9× | n/a | n/a |