Update shared on 13 Dec 2025
Fair value Increased 0.17%Narrative Update on Info Edge (India)
Analysts have marginally raised their fair value estimate for Info Edge (India) to approximately ₹1,554 from about ₹1,552, reflecting slightly lower discount rate assumptions, modestly softer long term revenue growth, and a small improvement in expected profit margins and future valuation multiples.
What's in the News
- The board has approved a potential investment in Startup Internet Services Ltd and an agreement to transfer its entire stake in Shopkirana E Trading Private Limited to Hiveloop E Commerce Private Limited. The meeting is scheduled for December 12, 2025 at 12:50 IST (Board Meeting).
- A board meeting will be held on November 26, 2025 at 16:00 IST to consider and approve an investment of Rs. 5 crores in Smart Web Internet Services Limited and about Rs. 70 crores in Startup Investments Limited, along with other business matters (Board Meeting).
- The board will review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, and will consider the declaration of an interim dividend for FY 2025 to 2026 at its November 12, 2025 meeting (Board Meeting).
- A board meeting will be held on November 03, 2025 to consider an investment of about INR 1,000 million in wholly owned subsidiary Redstart Labs (India) Limited (Board Meeting).
- A board meeting has been convened for September 29, 2025 at 17:30 IST to discuss corporate matters (Board Meeting).
Valuation Changes
- Fair Value Estimate rose slightly from about ₹1,552 to approximately ₹1,554 per share, reflecting a marginally higher intrinsic valuation.
- Discount Rate edged down slightly from roughly 14.83% to about 14.80%, implying a modestly lower required return and risk assessment.
- Revenue Growth was reduced slightly from around 11.84% to about 11.79% in the long term, indicating a minor tempering of growth expectations.
- Net Profit Margin improved slightly from roughly 39.36% to about 39.42%, reflecting modestly better projected profitability.
- Future P/E increased marginally from about 89.97x to roughly 90.05x, suggesting a slightly higher valuation multiple applied to forward earnings.
Have other thoughts on Info Edge (India)?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.