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Info Edge (India) Q2 FY27 Share Price & Earnings Call Analysis

₹1,173.00-1.43% today
Market cap
₹76,066 Cr
P/E
51.57
ROE
1.81%
PEG
0.83
Price to sales
22.53
Debt to equity
0.01
52W high / low
₹1,396 / ₹926
Sales growth (5Y)
23.83%
EBITDA margin
37.00%
Net profit margin
24.34%
Promoter holding
37.48%
Sales (last year)
₹3,375 Cr

Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial) as well as shiksha.com (online education information services). It also acts as an investor and has invested in many start-ups in the online space and is actively growing its investment portfolio. [1]

Guidance scorecard · Q2 FY27 call

What Info Edge (India) Ltd's management guided
and where it ranks in Retailing

#20of 29 in
Retailing
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • Billing growth is expected to be supported by premium hiring, GCC (Global Capability Centers), and IT sector growth, with premium hiring growing rapidly (25-30%) though from a small base.
  • New offerings like AI-Rex and Talent Pulse contribute about one-third of revenue growth and are expected to drive further premiumization and pricing growth.
  • Volume growth depends on net hiring trends in the economy; growth may face headwinds if overall hiring slows, especially in the mid-tier segment.
  • Job Hai is a growing platform with the potential to double revenues this year and can reach Rs. 100 crores in 2-3 years, but will not significantly impact near-term topline.
  • 99acres shows strong billing growth (~17%) with plans for sustainable profitability by FY27.

2 more points from Info Edge (India) Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Info Edge (India) Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • The company is investing heavily in AI, focusing on improving platform experience and developing new AI-driven products, such as AI-Rex for recruiters and AI enhancements in 99acres.
  • Significant investments continue in Job Hai and AI teams with ongoing hiring in these areas.
  • Investment in expanding 99Shorts (a 99acres initiative) to more cities to strengthen new project segment presence.
  • Acquisition completed for Coding Ninjas as part of upskilling and talent development strategy.
  • Continued investments in matchmaking platforms (Jeevansathi and Aisle) for AI-powered recommendation engines.

2 more points from Info Edge (India) Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Info Edge (India) Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what Info Edge (India) Ltd said on the order book →

Full Q1 FY27 analysis
Full Retailing ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Retailing
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Entero Healthcare Solutions LtdGood growth
    3
See all potential multibaggersWhere does Info Edge (India) Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Retailing companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹6,264 Cr38.2
240%+Flat₹6,053 Cr53.9
3Entero Healthcare Solutions Ltd20–40%Up 0–2%₹6,899 Cr53.5
420–40%Up 0–2%₹790 Cr19.0
520–40%Flat₹3.14L Cr725.0
620–40%Flat₹1.12L Cr170.8

Sign up free to see every company in the sector ranking and track Info Edge (India) Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Retailing ranking

Financials of Info Edge (India) Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Info Edge (India) Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +37.90%37.88%37.88%37.68%37.63%37.63%37.63%37.59%37.59%37.50%37.48%37.19%
FIIs +30.47%30.91%32.14%32.28%32.63%33.25%32.99%30.33%29.66%27.97%23.72%25.46%
DIIs +19.46%19.40%18.68%18.90%18.59%18.18%18.36%21.01%21.83%23.43%27.83%26.81%
Government +0.58%0.66%0.68%0.66%0.66%0.66%0.66%0.66%0.66%0.66%0.00%0.00%
Public +11.38%10.95%10.46%10.26%10.35%10.17%10.28%10.26%10.12%10.34%10.90%10.47%
Others +0.21%0.20%0.16%0.22%0.16%0.12%0.09%0.15%0.14%0.11%0.08%0.06%
No. of Shareholders2,38,1492,09,4511,86,7201,86,5992,00,1431,93,5342,02,6702,21,0992,23,0182,36,9612,57,9162,36,551

Financials of Info Edge (India) Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +626627657677701722750791805819869881904
Expenses +496444453467547457517531526525536540550
Operating Profit130183204210154266232260280294334341354
OPM %21%29%31%31%22%37%31%33%35%36%38%39%39%
Other Income +21238-11154379141546209187136572331432
Interest8566666777766
Depreciation26262626273031313130303433
Profit before tax308190162332500371742431429393869632748
Tax %22%37%46%22%83%22%9%20%19%19%13%22%13%
Net Profit +2401198825985288678343348317756490650
EPS in Rs3.182.340.933.600.363.747.154.574.884.198.736.877.40

Financials of Info Edge (India) Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +7327488889881,1511,3121,1281,5892,3462,5362,8503,2853,473
Expenses +7116568967691,1421,6621,0541,1431,9971,8251,9762,0982,150
Operating Profit2191-92199-350744463487118741,1861,323
OPM %2.9%12%-1.0%22%0.8%-27%7%28%15%28%31%36%38%
Other Income +89111504017372861,58413,810-1163031,2201,0991,472
Interest434571411111835364226
Depreciation472433302248454573101113123128
Profit before tax601755585716-1261,60214,2001418781,9452,1212,641
Tax %124%33%935%14%17%95%12%9%150%32%33%17%
Net Profit +-14118-43501592-2461,41812,882-705951,3101,7632,212
EPS in Rs0.402.24-0.398.419.89-3.8822.00198.16-1.668.8914.8522.3627.19
Dividend Payout %150%27%-230%13%12%-31%7%1%-228%49%40%38%

Financials of Info Edge (India) Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital120121121122122122129129129129129130130
Reserves1,2951,4221,4711,9232,4212,0735,26717,11313,26930,13334,77437,78446,050
Borrowings +11111776564108246267259242
Other Liabilities +8013824595506466218313,1773,1535,5817,6009,38710,726
Total Liabilities2,2171,9252,0532,5963,1892,8936,29220,48316,65836,08942,77147,55957,148
Fixed Assets +5768215788882421341,033801810785750634
CWIP120102000403181
Investments1,1755685511,5651,2041,1332,32415,61412,40331,20337,66142,29952,150
Other Assets +4551,2761,3439431,8951,5183,8343,8363,4504,0774,3224,4924,363
Total Assets2,2171,9252,0532,5963,1892,8936,29220,48316,65836,08942,77147,55957,148

Financials of Info Edge (India) Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +51782132532763502767075127028761,076
Cash from Investing Activity +-1,051-2-165-149-5997-2,043-1,177-358-852-818-611
Cash from Financing Activity +1,025-66-42-75-78-1431,880352120-127-363
Net Cash Flow2511729138304113-435156-29-69102
Free Cash Flow-39045198240762442685153856737931,003
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit615%178%-3,492%173%4,866%-135%499%201%225%142%140%118%

Financials of Info Edge (India) Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days1264223272221
Inventory Days
Days Payable
Cash Conversion Cycle1264223272221
Working Capital Days-151242185-2721827582350158133167142
ROCE %2%12%3%15%4%-13%4%23%3%4%3%3%

Guidance history

How Info Edge (India) Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%FlatPlanned——
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%FlatPlanned——
Q2 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

29out of 100

Momentum score · price trend

29 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−15.6%42%
Last 6 months+20.6%75%
Last 3 months−5.7%52%

The price is 35% below its all-time high of ₹1,805.1 (3 Jan 2025). Stocks more than 20% below their peak have their score halved, so 57 became 29.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Info Edge (India) Ltd: 0.4 × 42 + 0.4 × 75 + 0.2 × 52 = 57, halved to 29 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

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What Info Edge (India) Ltd's management said in earlier quarters

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