NSEI:NAUKRI

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Info Edge (India)

Market Cap

₹602.7b

Last Updated

2021/06/12 14:07 UTC

Data Sources

Company Financials +

Executive Summary

Info Edge (India) Limited operates as an online classifieds company in the areas of recruitment, matrimony, real estate, and education and related services in India and internationally. More Details


Snowflake Analysis

Excellent balance sheet with acceptable track record.


Similar Companies

Share Price & News

How has Info Edge (India)'s share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: NAUKRI is less volatile than 75% of Indian stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: NAUKRI's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

2.6%

NAUKRI

2.9%

IN Interactive Media and Services

1.7%

IN Market


1 Year Return

66.2%

NAUKRI

72.9%

IN Interactive Media and Services

67.7%

IN Market

Return vs Industry: NAUKRI underperformed the Indian Interactive Media and Services industry which returned 72.8% over the past year.

Return vs Market: NAUKRI underperformed the Indian Market which returned 67.7% over the past year.


Shareholder returns

NAUKRIIndustryMarket
7 Day2.6%2.9%1.7%
30 Day7.7%9.1%8.9%
90 Day-2.4%-1.8%10.6%
1 Year66.2%66.2%72.9%72.9%70.3%67.7%
3 Year278.4%275.8%227.8%225.8%40.9%34.0%
5 Year489.3%480.5%220.9%212.4%97.5%82.6%

Long-Term Price Volatility Vs. Market

How volatile is Info Edge (India)'s share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Info Edge (India) undervalued compared to its fair value and its price relative to the market?

47.96x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: NAUKRI (₹4688.9) is trading above our estimate of fair value (₹556.81)

Significantly Below Fair Value: NAUKRI is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: NAUKRI is poor value based on its PE Ratio (48x) compared to the Asian Interactive Media and Services industry average (35.4x).

PE vs Market: NAUKRI is poor value based on its PE Ratio (48x) compared to the Indian market (21.7x).


Price to Earnings Growth Ratio

PEG Ratio: NAUKRI's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: NAUKRI is overvalued based on its PB Ratio (13.2x) compared to the IN Interactive Media and Services industry average (8.7x).


Future Growth

How is Info Edge (India) forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?

-2.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: NAUKRI's earnings are forecast to decline over the next 3 years (-2.3% per year).

Earnings vs Market: NAUKRI's earnings are forecast to decline over the next 3 years (-2.3% per year).

High Growth Earnings: NAUKRI's earnings are forecast to decline over the next 3 years.

Revenue vs Market: NAUKRI's revenue (20.1% per year) is forecast to grow faster than the Indian market (12.7% per year).

High Growth Revenue: NAUKRI's revenue (20.1% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: NAUKRI's Return on Equity is forecast to be low in 3 years time (12.6%).


Past Performance

How has Info Edge (India) performed over the past 5 years?

20.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: NAUKRI has a large one-off gain of ₹12.8B impacting its December 31 2020 financial results.

Growing Profit Margin: NAUKRI became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: NAUKRI's earnings have grown significantly by 20.8% per year over the past 5 years.

Accelerating Growth: NAUKRI has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: NAUKRI has become profitable in the last year, making it difficult to compare its past year earnings growth to the Interactive Media and Services industry (0.9%).


Return on Equity

High ROE: NAUKRI's Return on Equity (27.3%) is considered high.


Financial Health

How is Info Edge (India)'s financial position?


Financial Position Analysis

Short Term Liabilities: NAUKRI's short term assets (₹34.4B) exceed its short term liabilities (₹5.6B).

Long Term Liabilities: NAUKRI's short term assets (₹34.4B) exceed its long term liabilities (₹543.7M).


Debt to Equity History and Analysis

Debt Level: NAUKRI's debt to equity ratio (0.01%) is considered satisfactory.

Reducing Debt: NAUKRI's debt to equity ratio has increased from 0% to 0.01% over the past 5 years.

Debt Coverage: NAUKRI's debt is well covered by operating cash flow (66296.8%).

Interest Coverage: NAUKRI earns more interest than it pays, so coverage of interest payments is not a concern.


Balance Sheet


Dividend

What is Info Edge (India) current dividend yield, its reliability and sustainability?

0.17%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: NAUKRI's dividend (0.17%) isn’t notable compared to the bottom 25% of dividend payers in the Indian market (0.38%).

High Dividend: NAUKRI's dividend (0.17%) is low compared to the top 25% of dividend payers in the Indian market (1.54%).


Stability and Growth of Payments

Stable Dividend: NAUKRI is not paying a notable dividend for the Indian market, therefore no need to check if payments are stable.

Growing Dividend: NAUKRI is not paying a notable dividend for the Indian market, therefore no need to check if payments are increasing.


Current Payout to Shareholders

Dividend Coverage: NAUKRI is not paying a notable dividend for the Indian market.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of NAUKRI's dividend in 3 years as they are not forecast to pay a notable one for the Indian market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.8yrs

Average management tenure


CEO

Hitesh Oberoi (48 yo)

10.92yrs

Tenure

₹16,710,000

Compensation

Mr. Hitesh Oberoi has been the Managing Director and Chief Executive Officer at Info Edge (India) Limited and Naukri Internet Services Pvt. Ltd since July 26, 2010. Mr. Oberoi is Director of Info Edge (Ind...


CEO Compensation Analysis

Compensation vs Market: Hitesh's total compensation ($USD228.18K) is below average for companies of similar size in the Indian market ($USD818.78K).

Compensation vs Earnings: Hitesh's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: NAUKRI's management team is seasoned and experienced (5.8 years average tenure).


Board Members

Experienced Board: NAUKRI's board of directors are seasoned and experienced ( 10.9 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: NAUKRI insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5%.


Top Shareholders

Company Information

Info Edge (India) Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Info Edge (India) Limited
  • Ticker: NAUKRI
  • Exchange: NSEI
  • Founded: 1995
  • Industry: Interactive Media and Services
  • Sector: Media
  • Market Cap: ₹602.685b
  • Shares outstanding: 128.53m
  • Website: https://www.infoedge.in

Number of Employees


Location

  • Info Edge (India) Limited
  • B-8, Sector-132
  • Noida
  • Uttar Pradesh
  • 201304
  • India

Listings


Biography

Info Edge (India) Limited operates as an online classifieds company in the areas of recruitment, matrimony, real estate, and education and related services in India and internationally. It operates through...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/06/12 14:07
End of Day Share Price2021/06/11 00:00
Earnings2020/12/31
Annual Earnings2020/03/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.