Info Edge (India) Limited Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

Info Edge (India) Limited (NSE:NAUKRI) just released its full-year report and things are looking bullish. It was overall a positive result, with revenues beating expectations by 2.8% to hit ₹28b. Info Edge (India) reported statutory earnings per share (EPS) ₹14.83, which was a notable 14% above what the analysts had forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the consensus forecast from Info Edge (India)'s 20 analysts is for revenues of ₹31.0b in 2026. This reflects a notable 9.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to climb 19% to ₹17.73. In the lead-up to this report, the analysts had been modelling revenues of ₹32.6b and earnings per share (EPS) of ₹18.30 in 2026. The analysts are less bullish than they were before these results, given the reduced revenue forecasts and the minor downgrade to earnings per share expectations.

See our latest analysis for Info Edge (India)

The analysts made no major changes to their price target of ₹1,602, suggesting the downgrades are not expected to have a long-term impact on Info Edge (India)'s valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Info Edge (India) at ₹1,789 per share, while the most bearish prices it at ₹1,040. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Info Edge (India) shareholders.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Info Edge (India)'s revenue growth is expected to slow, with the forecast 9.0% annualised growth rate until the end of 2026 being well below the historical 20% p.a. growth over the last five years. Compare this to the 5 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 8.3% per year. So it's pretty clear that, while Info Edge (India)'s revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also downgraded their revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider industry. The consensus price target held steady at ₹1,602, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Info Edge (India) going out to 2028, and you can see them free on our platform here..

However, before you get too enthused, we've discovered 1 warning sign for Info Edge (India) that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.