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Ketan Mittal (SEBI RA)

16th Dec · SEBI-Registered Analyst

NAUKRI

Info Edge continues to benefit from strong hiring trends in IT, BFSI, and emerging sectors. Naukri remains the dominant platform with high recurring revenue, while 99acres and Jeevansathi are gradually improving. The company’s startup investment portfolio adds optionality, though volatility remains. With no debt and strong cash flows, Info Edge remains a high-quality digital play with long-term compounding potential.

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