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Adarsh Nimborkar (SEBI IA)

6th Oct · SEBI-Registered Analyst

Info Edge India Ltd — Q4 FY25 / FY25 Performance & Outlook

NAUKRI
Info Edge India Ltd delivered a strong financial performance in FY25, driven by solid growth in its recruitment, real estate, and education verticals. Operating revenue stood around ₹750 crore in Q4 FY25, marking a 14% year-on-year increase. Net profit surged by nearly 667% YoY to ₹463 crore, primarily due to higher income from operations and investments. Standalone billings grew 19% YoY to approximately ₹984 crore, supported by improved traction in its flagship platforms like Naukri, 99acres, Jeevansathi, and Shiksha. For the full year FY25, revenue from operations rose 12% to about ₹2,849 crore, while net profit jumped to ₹1,310 crore from ₹594 crore in the previous year. The company’s other income, mainly from dividends and interest on investments, also contributed significantly to profit growth. Cash reserves remain robust at around ₹4,800 crore, ensuring high liquidity and a comfortable balance sheet. Although employee and marketing expenses increased, healthy revenue and other income offset these costs, keeping operating margins stable. The board approved a final dividend of ₹3.60 per share for FY25. Info Edge continues to invest strategically in the startup ecosystem through Info Edge Ventures Fund III, with an allocation of up to ₹1,000 crore. Its portfolio includes high-value investments in companies like Zomato and PolicyBazaar, adding to long-term shareholder value. The company’s core recruitment business is showing a recovery trend as hiring demand improves, while diversification across digital classifieds has strengthened its growth base. However, sustaining profit growth may depend on consistent recruitment demand and favorable macroeconomic conditions. Risks include slower hiring, competition in online classifieds, and dependence on other income. Overall, Info Edge remains financially strong, well-diversified, and strategically positioned for stable medium-term growth.

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