I

Info Edge (India) Limited

NAUKRINSE
Market snapshot · 2026-08-11 15:42 UTC

1,360.00

+₹78.00 (+6.08%)

MARKET CAP

₹88.09K Cr

STOCK P/E

55.3x

52W HIGH

₹1,437.80

52W LOW

₹908.30

BOOK VALUE

₹585.32

EPS

₹24.61

ROE

SECTOR

Communication Services

DEBT/EQUITY

0.64

VOLUME

99.48L

P/B RATIO

2.32x

PEG RATIO

2.39

Sector

Communication Services

Themes

Online ServicesDroneGovernment of Singapore Portfolio
D
Dividend
E
Earnings
₹1,381.39₹1,267.35₹1,153.32₹1,039.28₹925.24VolumeEDEDEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for NAUKRI.

22.00 analysts

Price Forecast

Current
₹1,360
High Target
₹1,609
▲ +18.3%
Median Target
₹1,360
▲ +0.0%
Low Target
₹1,000
▼ -26.5%
Now₹1,360High ₹1,609Median ₹1,360Low ₹1,000Aug '25Now12M Target
Price history (1Y)
Analyst target range
22 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹1,112 - ₹1,63580%
6M₹1,018 - ₹1,75680%
12M₹894.18 - ₹1,93280%
Realized vol: +30.1% · Drift: +1.1%

Revenue Forecast

₹ Cr
Jun '26Current₹824.0
Sep 2026 ETrend estimate range
High₹921.1Base₹852.9Low₹784.6
Sep '25: ₹746.0 · Dec '25: ₹765.0 · Mar '26: ₹805.0 · Jun '26: ₹824.0 · Sep '26: ₹852.9 · Dec '26: ₹874.6
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E746.0765.0805.0824.0852.9874.6
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹3.79
Sep 2026 ETrend estimate range
High₹92.02Base₹82.16Low₹72.30
Sep '25: ₹72.80 · Dec '25: ₹3.80 · Mar '26: ₹4.77 · Jun '26: ₹3.79 · Sep '26: ₹82.16 · Dec '26: ₹4.29
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E72.803.804.773.7982.164.29
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
41%
Analyst Consensus
Positive

From 22 analysts

Mean upside+0.1%

Fundamentals

Moderate

Fundamentals institutional score is 51 using growth durability 50.6.

Valuation

Premium valuation

Valuation institutional score is 19 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 52 using mean target upside 0.1%; dispersion penalty 17.9; recommendation breadth from available consensus.

Technical Structure

Weak Structure

Technicals institutional score is 24 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 11 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. Available evidence provides partial support, while fundamentals and valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Weak StructureMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price1,361.6 target
Mean Upside+0.1%
Technical Score24%
Fundamental Score51%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 3.8% above historical median. Valuation is declining — currently in the overvalued zone (z-score: +0.49). Confidence: 81%.

Live forward EPS implies next-12-month EPS of ₹23.47. Applying the stock's normalized valuation corridor produces a fair range of ₹975.88 to ₹1,352.34, with base value near ₹1,249.54 (-8.1% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Above normalized range

Forward EPS

₹23.47

Forward P/E

58.0x

Base Fair Value

₹1,249.54

Fair Range

₹975.88 - ₹1,352.34

Upside To Base

-8.1%

Estimate Source

Live forward EPS

Growth Estimate

+50.7%

P/E
Overvalued

5Y Average

44.76

Current

55.26

Overvalued

57.62

Undervalued

41.58

P/S
Strongly Overvalued

5Y Average

21.14

Current

26.10

Overvalued

25.94

Undervalued

16.38

EV/EBITDA
Strongly Overvalued

5Y Average

54.87

Current

67.75

Overvalued

67.32

Undervalued

42.50

Peers & Comparison

Sector: Communication Services · Theme: Online Services

Online Services Peers6 peers
Avg P/E: 237.4x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
PB FINTECH LIMITED
POLICYBZROnline Services
+40.1%10.2%
107.4x
Undervalued
-55% vs avg
-10.8%
INDIAMART INTERMESH LTD
INDIAMARTOnline Services
+11.4%30.6%
21.8x
Undervalued
-91% vs avg
-29.3%
SWIGGY LIMITED
SWIGGYOnline Services
+37.3%-15.0%
-29.1%
ONE 97 COMMUNICATIONS LTD
PAYTMOnline Services
+27.7%7.2%
143.7x
Undervalued
-39% vs avg
+41.4%
URBAN COMPANY LIMITED
URBANCOOnline Services
+43.6%-19.4%
-16.5%
ETERNAL LIMITED
ETERNALOnline Services
+182.0%0.6%
676.6x
Premium
+185% vs avg
+1.4%
WHY THESE PEERS

INFO EDGE (I) LTD trades at a discount (55.3x vs peer avg 237.4x), suggesting potential undervaluation relative to the Online Services cohort. Peers include PB FINTECH LIMITED, INDIAMART INTERMESH LTD, SWIGGY LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹824 CrJun 2026

Latest net profit

₹246 CrJun 2026

Latest EPS

₹3.79Jun 2026

Net margin

44.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%15.0%30.0%45.0%60.0%0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr250 Cr500 Cr750 Cr1.00K Cr₹0₹20₹40₹60₹80
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr250 Cr500 Cr750 Cr1.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 20260.00 Cr15.00K Cr30.00K Cr45.00K Cr60.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +584593595608639656672687736746765805824
Expenses +358352355361389382382428458451440455462
Operating Profit227241241247249274290259278295325350363
OPM %39%41%40%41%39%42%43%38%38%40%42%43%44%
Other Income +58596561771881986965,282329221
Interest2555555555555
Depreciation15181717181922222323222224
Profit before tax2672772842853044402823183465,550330415355
Tax %25%25%25%26%24%80%29%20%25%15%25%26%31%
Net Profit +200209214211232862002552604,720246309246
EPS in Rs3.093.233.303.263.591.333.093.944.0172.803.804.773.79
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +37.63%37.59%37.59%37.50%37.48%
FIIs +32.99%30.33%29.66%27.97%23.72%
DIIs +18.36%21.01%21.83%23.43%27.83%
Government +0.66%0.66%0.66%0.66%
Public +10.28%10.26%10.12%10.34%10.90%
Others0.08%0.15%0.14%0.10%0.07%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Statement Of Deviation

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Investor Presentation

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Press Release / Media Release

Aug 10, 2026PDFCompany Reports Open

Unaudited Results- Quarterly- June 30, 2026

Aug 10, 2026PDFCompany Reports Open