Info Edge Rises 4% as Startup Portfolio Hits ₹41,300 Crore

Info Edge shares rose nearly 4% after revealing its startup investment portfolio has grown from ₹4,900 crore invested across 135 startups to a current value of ₹41,300 crore an 8.4x return multiple and 33% gross IRR. Key holdings include Eternal (Zomato), PB Fintech, Ixigo, BlueStone and Wakefit. Internal Rate of Return measures the annual growth rate of an investment. A 33% gross IRR means Info Edge's portfolio grew at 33% annually significantly better than most mutual funds, fixed deposits or even most listed stocks. This number tells investors Info Edge is not just a job portal it is one of India's most successful venture capital investors. Founder Sanjeev Bikhchandani outlined three themes for future value creation Artificial Intelligence, Deeptech and Consumer Technology. These are not just buzzwords Info Edge has already backed 28 AI startups and 30 deeptech companies with ₹1,003 crore since 2020. Future unlocking of these investments could create significant additional value for shareholders. Most investors know Info Edge as the company behind ***** But its real value lies in its startup portfolio it was an early investor in Zomato, PolicyBazaar and Ixigo all of which are now large listed companies. Info Edge is essentially a listed venture capital fund disguised as an internet company. Info Edge's ₹41,300 crore portfolio value at 8.4x returns taught me that internet holding companies can be powerful indirect plays on India's startup ecosystem, and that tracking portfolio IRR, investment themes and unrealised value in subsidiary stakes is essential for evaluating stocks like Info Edge, Naspers-backed companies and other listed venture investors before making long term investment decisions. $NAUKRI $ETERNAL $IXIGO $POLICYBZR