Tuesday proved to be a great day in the stock market for the investors of Info Edge, the parent company of Naukri.com. A huge rise of about 12 percent was recorded in the company’s shares in a single day. There is no wild news behind this strong surge in the market, but the strong quarterly billing figures of the company. In fact, the news of rapid growth in the company’s recruitment business, complete acquisition of edtech startup ‘Coding Ninjas’ and new fund investment has given a strong support to this stock in the market.
The stock market brought a spectacular record of earnings.
The figures presented by Info Edge for the first quarter of the financial year 2027 have completely met the expectations of the market. The company’s standalone billing has reached Rs 737 crore. In the same period last year, this figure was Rs 644 crore. In simple words, there has been a solid growth of 14 percent in the company’s billing on an annual basis. This is a clear indication that employment opportunities are increasing in the market. The company’s biggest growth engine i.e. ‘Recruitment Solutions’ (which includes Naukri.com) has performed best. The billing of this segment has increased from Rs 470 crore to Rs 552 crore. This jump of about 17 percent shows that companies in the country have increased hiring, which is directly benefiting Info Edge.
Life partner’s charm remains intact including 99acres
Info Edge’s business is not limited to job portals only, but it also has a big presence in the real estate and matrimony market. The billing of the company’s real estate platform ’99acres’ has crossed Rs 110 crore. At the same time, ‘Jeevansathi’ platform has also registered an excellent billing of about Rs 40 crore. Although there has been a slight decline in the figures of education platform ‘Shiksha’, the bumper earnings of other segments have maintained the balance of the entire digital business in an excellent manner. This is the reason why despite slowdown in one segment, the overall growth of the company was not derailed.
Company’s big bet on complete capture of coding ninjas
Another major reason for this rocket-like rise in shares is the investment decisions of the company. The board of Info Edge has given green signal to buy more than 45 percent stake in ‘Coding Ninjas’. The company will spend approximately Rs 40 crore on this deal. Once this deal is completed, this company will become a fully owned subsidiary of Info Edge. Along with this, the company’s board has also approved additional investment of up to Rs 180 crore in B8 fund.
Investors’ confidence increased due to strong balance sheet
Info Edge, which started from Noida in the year 1995, is today one of the leading internet and digital classified companies of the country. The company has a very strong financial base, which attracts long-term investors. In the fourth quarter of FY 2026, the company’s revenue increased from Rs 750 crore to Rs 869 crore. Net profit also jumped from Rs 678 crore to Rs 756 crore. The most reassuring thing is that the debt burden on the company is negligible. Its debt-to-equity ratio is just 0.01, which is considered very excellent from the financial health point of view.
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