NSEI:NAUKRI

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Info Edge (India)

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 reasonable growth potential.


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 not significantly more volatile than the rest 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

-0.5%

NAUKRI

-0.2%

IN Interactive Media and Services

2.8%

IN Market


1 Year Return

69.7%

NAUKRI

62.8%

IN Interactive Media and Services

11.8%

IN Market

Return vs Industry: NAUKRI exceeded the Indian Interactive Media and Services industry which returned 64.4% over the past year.

Return vs Market: NAUKRI exceeded the Indian Market which returned 10.4% over the past year.


Shareholder returns

NAUKRIIndustryMarket
7 Day-0.5%-0.2%2.8%
30 Day17.2%15.7%12.9%
90 Day24.6%25.7%15.3%
1 Year70.0%69.7%63.1%62.8%13.8%11.8%
3 Year240.3%237.5%183.1%181.1%10.8%5.4%
5 Year394.7%386.1%233.2%224.1%63.0%50.8%

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?

106.42x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: NAUKRI (₹4157.75) is trading above our estimate of fair value (₹465)

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 (106.4x) compared to the IN Interactive Media and Services industry average (14.5x).

PE vs Market: NAUKRI is poor value based on its PE Ratio (106.4x) compared to the Indian market (17.2x).


Price to Earnings Growth Ratio

PEG Ratio: NAUKRI is poor value based on its PEG Ratio (3x)


Price to Book Ratio

PB vs Industry: NAUKRI is overvalued based on its PB Ratio (11.7x) compared to the IN Interactive Media and Services industry average (2.6x).


Next Steps

Future Growth

How is Info Edge (India) forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?

35.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: NAUKRI's forecast earnings growth (35.8% per year) is above the savings rate (7.2%).

Earnings vs Market: NAUKRI's earnings (35.8% per year) are forecast to grow faster than the Indian market (24.5% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: NAUKRI's revenue (16.1% per year) is forecast to grow faster than the Indian market (11.5% per year).

High Growth Revenue: NAUKRI's revenue (16.1% per year) is forecast to grow slower 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 (11.1%).


Next Steps

Past Performance

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

1.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: NAUKRI has a large one-off gain of ₹5.7B impacting its September 30 2020 financial results.

Growing Profit Margin: NAUKRI's current net profit margins (39.8%) are higher than last year (28.8%).


Past Earnings Growth Analysis

Earnings Trend: NAUKRI's earnings have grown by 1.9% per year over the past 5 years.

Accelerating Growth: NAUKRI's earnings growth over the past year (34.1%) exceeds its 5-year average (1.9% per year).

Earnings vs Industry: NAUKRI earnings growth over the past year (34.1%) exceeded the Interactive Media and Services industry -2.2%.


Return on Equity

High ROE: NAUKRI's Return on Equity (10.7%) is considered low.


Next Steps

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


Next Steps

Dividend

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

0.14%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: NAUKRI's dividend (0.14%) isn’t notable compared to the bottom 25% of dividend payers in the Indian market (0.51%).

High Dividend: NAUKRI's dividend (0.14%) is low compared to the top 25% of dividend payers in the Indian market (2.07%).


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?

5.4yrs

Average management tenure


CEO

Hitesh Oberoi (48 yo)

10.42yrs

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 ($USD226.60K) is below average for companies of similar size in the Indian market ($USD1.04M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Hitesh Oberoi
MD, CEO & Director10.42yrs₹16.71m5.06%
₹ 27.3b
Sanjeev Bikhchandani
Founder & Executive Vice Chairman10.42yrs₹15.93m24.7%
₹ 133.3b
Chintan Thakkar
CFO & Whole Time Director 6.17yrs₹19.15m0.012%
₹ 62.5m
Murlee Jain
Senior VP of Secretarial7yrs₹6.03m0.00063%
₹ 3.4m
Jai Sharma
Executive Vice President of Technical Operations4.33yrsno datano data
Anand Bansal
Senior Vice President of Administration & Facilities0.92yrno data0.016%
₹ 87.6m
Sumeet Singh
Chief Marketing Officerno datano data0.047%
₹ 254.9m
Sharmeen Khalid
Chief Human Resources Officerno datano data0%
₹ 0
Shalabh Nigam
Executive Vice President of New Projectsno datano data0.0088%
₹ 47.7m
Nishant Pandey
Executive Vice President of Product2.25yrsno datano data
Vivek Jain
Chief Business Officer - Shiksha & FFno datano data0.0023%
₹ 12.6m
Maneesh Upadhyaya
Chief Business Officer of 99Acres.Com5.42yrsno data0.016%
₹ 87.1m

5.4yrs

Average Tenure

46yo

Average Age

Experienced Management: NAUKRI's management team is seasoned and experienced (5.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Hitesh Oberoi
MD, CEO & Director10.42yrs₹16.71m5.06%
₹ 27.3b
Sanjeev Bikhchandani
Founder & Executive Vice Chairman10.42yrs₹15.93m24.7%
₹ 133.3b
Chintan Thakkar
CFO & Whole Time Director 6.17yrs₹19.15m0.012%
₹ 62.5m
Ashish Gupta
Non-Executive Independent Director3.42yrs₹1.35m0.11%
₹ 580.0m
Sharad Malik
Non-Executive Independent Director6yrs₹1.80m0.41%
₹ 2.2b
Saurabh Srivastava
Non-Executive Independent Director14.5yrs₹2.25mno data
Bala Deshpande
Non-Executive Independent Director15.25yrs₹1.15m0.042%
₹ 224.3m
Naresh Gupta
Non-Executive Independent Director13.17yrs₹2.23mno data
Kapil Kapoor
Non-Executive Chairmanno data₹1.10m1.92%
₹ 10.4b
Pavan Chauhan
Chairman of Applect Learning Systemes Private Ltdno datano datano data
Geeta Mathur
Additional Independent Director1.58yrs₹1.79m0.00010%
₹ 539.6k

10.4yrs

Average Tenure

54yo

Average Age

Experienced Board: NAUKRI's board of directors are seasoned and experienced ( 10.4 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: ₹539.646b
  • Shares outstanding: 128.33m
  • Website: https://www.infoedge.in

Number of Employees


Location

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

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
532777BSE (Mumbai Stock Exchange)YesEquity SharesININRNov 2006
NAUKRINSEI (National Stock Exchange of India)YesEquity SharesININRNov 2006

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 Analysis2020/12/03 12:16
End of Day Share Price2020/12/03 00:00
Earnings2020/09/30
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.