Info Edge (India) Limited (NAUKRI) Fair Value & Analysis

Communication Services · IN · Market cap ₹768B

A solid business, but screening 68% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (₹459.39). The favourable scenario is already priced in.
• Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range (₹216.98 to ₹459.39) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range ₹663.38 – ₹1,794 · fair‑value band ₹216.98 – ₹459.39 · the ₹1,225 price screens above the ₹394.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Info Edge (India) Limited (NAUKRI) currently trades at ₹1,225, while our model-based Fair Value estimate is ₹394.21, implying the stock looks roughly 67.8% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Info Edge (India) Limited generated revenue of ₹32.8B at a net margin of 44.1%. Revenue grew 15.9% year over year. It earns a return on equity of 4.6%. The balance sheet holds a net cash position of ₹1.1B. Fundamentals as of Jul 16, 2026

Our scenario range runs from ₹216.98 (bear case) to ₹459.39 (bull case); at ₹1,225, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 35% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 2% fair-value upside, at -68%, NAUKRI screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Growth Earnings (₹563.94) versus Economic Profit (₹131.16). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Info Edge (India) Limited operates as an online classifieds company in the areas of recruitment, matrimony, real estate, and education and related services in India and internationally. It operates through Recruitment Solutions, 99acres for Real Estate, and Other segments.

Full company description

Info Edge (India) Limited operates as an online classifieds company in the areas of recruitment, matrimony, real estate, and education and related services in India and internationally. It operates through Recruitment Solutions, 99acres for Real Estate, and Other segments. The company offers recruitment services through naukri.com, an online job website for jobseekers and corporate customers, including hiring consultants; naukrigulf.com, a website catering to Gulf markets; quadranglesearch.com, a site that provides off-line placement services to middle and senior management; zwayam.com, an advanced application tracking system for the recruitment process; and codingninjas.com, a code learning platform, as well as operates other brands, that includes iimjobs.com, hirist.com, doselect.com, Naukri Fast Forward, a ambitionbox.com, and jobhai.com. It also provides 99acres.com, which offers listings of properties for sale, purchase, and rent; Jeevansathi.com, an online matrimonial platform; and shiksha.com, an education classified website that helps students to decide their undergraduate and postgraduate options by providing useful information on careers, exams, colleges, and courses, as well as operates aisle.co, a core platform supported by multiple dating apps, including Arike, Anbe, Neetho, Neene, and Jalebi. In addition, the company offers internet, computer, and electronics data processing services; and software development, consultancy, technical support for consumer companies, internet or SaaS, and other services in information technology and product development fields, as well as brokerage services in the real estate sector. Further, it acts as an investment advisor and manager, financial and management consultant, and sponsor of alternative investment funds; and provides branding and advertising solutions for colleges and universities. Info Edge (India) Limited was incorporated in 1995 and is headquartered in Noida, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Info Edge (India) Limited reported revenue of ₹32.8B in FY2026 versus ₹15.9B in FY2022, a compound +19.9%/yr. Reported net income was ₹14.5B in FY2026, compounding −41.9%/yr from FY2022.

NAUKRI screens 68% overvalued. Compare with Alphabet Inc →

Peer Group

Internet Content & Information · 151 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Internet Content & Information median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.