NewsStocksInfo Edge Shares Climb Nearly 6% After Q1 Profit Rises 43%, EBITDA Up 29%

Info Edge Shares Climb Nearly 6% After Q1 Profit Rises 43%, EBITDA Up 29%

Author: CNBC-TV18 Markets·

Key Takeaways

  • Info Edge reported a 43% year-over-year increase in profit after tax for the first quarter, driving its shares up nearly 6%.
  • Revenue from operations rose 11.3% to ₹880 crore compared to ₹791 crore in the same quarter of the previous fiscal year.
  • EBITDA grew nearly 29% to ₹340.4 crore, with margins expanding from 33.4% to approximately 38.7%, signaling improved cost efficiency.
  • Info Edge operates Naukri.com along with 99acres.com, Jeevansathi.com, and Shiksha.com, and holds significant investment stakes in publicly listed companies including Zomato and PB Fintech.
Info Edge Shares Climb Nearly 6% After Q1 Profit Rises 43%, EBITDA Up 29%

Info Edge Shares Climb Nearly 6% After Q1 Profit Rises 43%, EBITDA Up 29%

Shares of Info Edge (India) Limited rose nearly 6% following the company's first-quarter financial results, which showed robust year-over-year growth across key metrics. The stock's gains came after the company reported a 43% increase in profit after tax (PAT) for the quarter. The results positioned Info Edge among the stronger performers in India's internet and classifieds sector during the current earnings cycle, where investor attention has been focused on margin expansion and operational efficiency across digital businesses.

Revenue and EBITDA Performance

Info Edge's revenue from operations grew 11.3% year-over-year, reaching ₹880 crore compared to ₹791 crore in the same period of the previous fiscal year. Earnings before interest, tax, depreciation, and amortisation (EBITDA) increased nearly 29%, rising to ₹340.4 crore from ₹264.1 crore in the corresponding quarter of the prior year. The EBITDA margin expansion to approximately 38.7% from 33.4% underscores improved cost efficiency across the company's core recruitment and classifieds platforms, which historically account for the bulk of its operating revenue.

Company Background

Info Edge (India) Limited is the parent company of Naukri.com, India's largest online recruitment platform. The company is listed on Indian stock exchanges under the ticker symbol INFOEDGE. In addition to its flagship recruitment portal, Info Edge operates other online platforms including 99acres.com in the real estate segment, Jeevansathi.com in the matrimony space, and Shiksha.com in the education sector. Beyond its operating platforms, Info Edge is also one of India's most prominent early-stage technology investors, having backed companies such as Zomato (now Eternal Limited) and PB Fintech (Policybazaar), both of which have since listed publicly. These investment stakes have been a meaningful component of Info Edge's overall valuation, and market participants typically monitor them alongside quarterly operating performance.

The company's first-quarter results were reported as part of the ongoing earnings season, with investors responding positively to the strong operational and profitability growth demonstrated across its business segments. Analysts tracking the stock generally focus on recruitment billing growth, the performance of 99acres in a competitive real estate listings market, and the trajectory of the company's investee portfolio as key indicators to watch in subsequent quarters.