Info Edge India (NAUKRI) | News Based Sentiment Analysis

• On September 27, 2025, Info Edge was recognized as India's most successful venture investor, having deployed Rs 3,959.16 crore in capital over the past 15 years. This recognition highlights the firm’s strong track record in identifying and nurturing successful startups, particularly Zomato and Policybazaar.
• Info Edge’s early investments in Zomato (between 2011 and 2015) and Policybazaar have yielded significant returns, currently valued at approximately Rs 53,000 crore combined. Specifically, their Zomato stake (12.40%) is valued at around Rs 38,350 crore, and their Policybazaar stake (19.63%) at Rs 15,133 crore.
• Despite reporting strong Q4 FY25 results on September 19, 2025 – a 24.00% increase in operating profit to ₹242.97 crore and a 91.02% jump in profit after tax to ₹463.39 crore – Info Edge’s stock closed down 0.63% at ₹1376.10, indicating market skepticism.
• Following the Q4 earnings announcement, Info Edge detailed Q1 FY25-26 performance on September 21, 2025, with revenue up 16.87% YoY to ₹790.86 crore and consolidated net profit up 27% YoY to ₹296 crore. However, operating profit decreased by 46.85% QoQ to ₹346.94 crore and net profit fell 31.36% QoQ to ₹300.55 crore, showing short-term volatility.
• A whistleblower complaint regarding policy violations within the 99acres business surfaced on September 13, 2025, triggering an independent investigation. Info Edge stated this had no material impact on financial statements, but it remains a potential risk.
• White-collar hiring activity, tracked by Info Edge’s Jobspeak platform, continued its decline, falling to 3.00% in August from 7.00% in July (reported September 13, 2025). This cooling job market presents a challenge to Info Edge’s recruitment-focused businesses.
• On September 22, 2025, the Economic Times recommended “Naukri” as a buy, predicting potential gains of up to 10%, which led to a 3.02% increase in Info Edge’s share price to ₹1,418 on the same day.

The Investment Story: Info Edge showcased strong financial results in both Q4 FY25 and Q1 FY26, but the market’s reaction was mixed due to concerns about a slowing job market and a whistleblower complaint. The firm’s success as a venture investor, particularly with Zomato and Policybazaar, provides a significant long-term asset.

What It Means for Investors: While Info Edge demonstrates financial strength and a successful investment portfolio, investors should carefully consider the risks associated with declining hiring trends and the ongoing investigation. The positive analyst recommendation and strong venture capital returns offer potential upside, but the short-term volatility in operating and net profit requires monitoring.

Looking Ahead: Investors should closely monitor the outcome of the whistleblower investigation and the impact of the slowing job market on recruitment businesses. The firm’s continued performance as a venture investor will also be a key factor to watch.

The Bottom Line: Info Edge presents a mixed investment opportunity. The company is financially stable and benefits from highly successful venture investments, but faces short-term headwinds and requires careful monitoring. The recent positive analyst recommendation is encouraging, but the declining hiring trends remain a concern.