iism-ExpertTrading

Info Edge (India) Ltd Showing Strong Up-Side Momentum

Long
NSE:NAUKRI   INFO EDGE
Strong operating businesses

Strong Operating Cash generation year with a run- rate of c1000 Cr plus (pre Tax) annually and growing.

Negative working capital due to advance subscription fees (Rs 925 cr as on 31/12/23)

Asset-light business models

"Zero" Debt.


Well Defined approach towards Financial Investments

AIF structure for eventual and self-sustained independent financial investment business.

Partnered with reputed Sovereign Fund (Temasek Holdings).

AIF contribution commitment is currently pegged at ~USD 212.5m

Funds created with a term of 12-14 years.


Established Dividend payout track record.

Formal dividend policy of paying 25%-40% of standalone cash PAT.

Track record of consistent dividend payout for last 16 years. Paid 28% of cash PAT as dividend till date.


Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial) as well as shiksha.com (online education information services). It also acts as an investor and has invested in many start-ups in the online space and is actively growing its investment portfolio.

Company is almost debt free.
Company has delivered good profit growth of 55.9% CAGR over last 5 years


B2B revenues (as on date) comprise ~90% of overall Naukri revenue and includes:

Resume database access (Naukri & iimjobs)

Job Posting (response management)

Employer branding (visibility)

Application tracking tools (Zwayam)

eHire - Resume short listing and Walk-ins

Assessment services (Do-select)

■ B2C includes revenue from

Job seeker services

Career enhancement services (AmbitionBox, Coding Ninjas, Naukri Learning)

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.