Info Edge (India) Limited (NAUKRI) Fair Value & Analysis
Communication Services · IN · Market cap ₹768B (≈ $8.1B) · ISIN INE663F01024
What is Info Edge (India) Limited really worth?
A solid business, but trading 301% above our fair value of ₹329.27.
Strengths
Risks
For context
Fair value as of: Aug 14, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Aug 14, 2026, revised from ₹394.21 to ₹329.27 (−16.5%) since Jul 16, 2026. Share price +6.3% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (₹355.59). 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 (₹196.11 to ₹355.59) 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 Aug 14, 2026.
How to read this chart
60‑month range ₹663.38 – ₹1,794 · fair‑value band ₹196.11 – ₹355.59 · the ₹1,320 price screens above the ₹329.27 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 14, 2026.
Analysis
Info Edge (India) Limited (NAUKRI) currently trades at ₹1,320, while our model-based Fair Value estimate is ₹329.27, implying the stock looks roughly 300.8% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Communication Services sector. Bull case: the Growth Earnings group reads highest at a median of ₹563.94 per share, and 0 of the 26 models we run sit above the ₹1,320 price. Bear case: the Economic Profit group reads lowest at ₹131.16, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
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 Aug 14, 2026
Our scenario range runs from ₹196.11 (bear case) to ₹355.59 (bull case); at ₹1,320, 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 14% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −6% fair-value upside, at −75%, NAUKRI screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹5.98 per share, which is 1.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth Earnings (₹563.94) versus Economic Profit (₹131.16). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 301% overvalued. Compare with Alphabet Inc →
Peer Group
Internet Content & Information · 153 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
Strength profile in five axes (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.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $340.65 | $145.14 | −57% |
| Meta Platforms, Inc META | $571.10 | $534.91 | −6% |
| Tencent Holdings 0700 | HK$455.20 | HK$449.03 | −1% |
| Spotify Technology S.A SPOT | $547.51 | $211.87 | −61% |
| Reddit, Inc RDDT | $153.29 | $39.59 | −74% |
| Baidu, Inc 89888 | HK$79.10 | HK$28.84 | −64% |
| Kuaishou Technology, an investment holding company, 81024 | HK$34.50 | HK$63.28 | +83% |
| NAVER Corporation 035420 | 213,500 KRW | 231,585 KRW | +8% |
| Tencent Music Entertainment Group 1698 | HK$35.14 | HK$66.77 | +90% |
| REA Group REA | A$177.42 | A$88.53 | −50% |
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