Info Edge Reports 2.5X Profit Surge with ₹722 Cr Revenue in Q3 FY25: Key Highlights
Business and Industry Overview
Info Edge is widely recognized for its strategic investments in promising internet-based businesses. With years of experience and a diversified portfolio, it is one of India’s most profitable pure-play internet companies. Founded in 1995 and publicly listed in 2006, Info Edge operates a network of 62 offices in 43 cities across India and employs 5,883 individuals. These employees are engaged in various functions, including innovation, product development, mobile and social media integration, technology updates, research and development, quality assurance, sales, marketing, and payment collection. Info Edge also has a significant presence in the Gulf market with its website, www.naukrigulf.com, and maintains offices in Dubai, Bahrain, Riyadh, and Abu Dhabi.
With the increasing consumption of the internet, the demand for internet-based services has grown significantly. The outbreak of the COVID-19 pandemic has further accelerated the expansion of this industry. Currently, India is the second-largest internet market in the world, and the number of internet users is projected to exceed 1.3 billion by 2030. The growth of digital infrastructure has also played a crucial role in the rise of the consumer internet industry in India, which is now home to over 2,464 unique funded consumer internet startups. The startup landscape continues to expand across various sectors, including e-commerce, fintech, edtech, health tech, consumer services, media and entertainment, travel tech, and transport tech. Investors are increasingly focused on large consumer internet startups, as it is a booming sector. Info Edge has strategically positioned itself within the industry, with its presence spanning recruitment (naukri.com, naukrigulf.com, firstnaukri.com, real estate (99acres.com), matrimony (jeevansathi.com), and education (shiksha.com).
Latest Stock News
Info Edge continues to strengthen its position in the consumer internet industry through strategic investments across diversified market segments. In a significant development, the company’s board approved a stock split during its recent meeting on February 5, 2025. As per the regulatory filing, each existing equity share with a face value of ₹10 will be split into five equity shares with a face value of ₹2 each, fully paid up. This marks Info Edge’s first-ever stock split, aimed at enhancing liquidity and making shares more affordable for retail investors. While announcing the Q3 FY25 results, Hitesh Oberoi, Managing Director & CEO of Info Edge, highlighted the company’s 16% billing growth, driven by consistent performance across all four business verticals. The recruitment segment maintained its growth trajectory, significantly contributing to improved operating profits, while the non-recruitment businesses are nearing breakeven, further solidifying Info Edge’s position for sustained expansion.
In addition to its operational growth, Info Edge Ventures participated in a $1 million pre-seed funding round for ‘shoppin’, an AI-powered fashion search engine. The funding will be primarily utilized for hiring AI engineers, enhancing proprietary technology, and scaling advanced AI models such as custom-built SLMs and embedding models tailored for the fashion industry. Utsav Soi, Co-founder & CTO of Shoppin’, emphasized the company’s vision, stating, “Our foundational AI models for fashion and autonomous agents for commerce have enabled us to revolutionize fashion search.” With continued investments and strategic initiatives, Info Edge remains a key player in India’s consumer internet landscape, reinforcing its commitment to innovation and long-term growth.
Business Segments
Info Edge operates across three key business segments:
- Core Business – Recruitment
Info Edge is a market leader in the online recruitment sector, with platforms like Naukri.com, NaukriGulf.com, and FirstNaukri.com. This segment remains the company’s primary revenue driver.
- Internal Portfolio – Real Estate, Education, and Matrimony
The company has developed and managed online platforms catering to real estate (99acres.com), education (Shiksha.com), and matrimony (Jeevansathi.com). These businesses have benefited from the increasing shift towards digital platforms and growing internet penetration in India.
- Investment Portfolio – Strategic Investments in Internet-Based Businesses
Info Edge acts as an investor and strategic partner in several internet-driven businesses, providing supervisory and operational support while allowing entrepreneurs to manage daily activities. In addition to promoting businesses internally, Info Edge recognizes opportunities that a burgeoning internet sector provides. The company has invested in many early-stage start-up ventures to support the growth of these entrepreneurial-driven activities; gain from enhanced value creation, where this occurs; and bring such enterprises into the Info Edge fold. Notable investments include Zomato, Policybazaar, and various other startups. It has a 46 % shareholding holding in Zomato, which is India’s leading restaurant ratings and review site, a 10 % shareholding in Policybazaar which is India’s one of the leading insurance comparison sites & 59 % shareholding in Meritnation.com, which is a Supplementary online learning for K12 and Entrance Exams.
Subsidiary Information of Info Edge
Info Edge operates through multiple subsidiaries across its core business segments:
1. Recruitment:
- Naukri.com – Naukari.com is India’s leading online recruitment classifieds platform with a dual revenue model (job listings, employer branding, and resume database access). It commands over 75% of market traffic, with major revenue from recruiters.
- NaukriGulf.com – It is a job portal catering to the Gulf market (UAE, Saudi Arabia, Qatar, Bahrain, Oman, Kuwait) since 2006.
- FirstNaukri.com – It is a fresher hiring portal focusing on digitized campus recruitment.
- Quadranglesearch.com—In addition to the online recruitment business, Quadrangle offers offline placement services to middle and senior management.
2. Matrimony: Jeevansathi.com – Jeevansathi.com is among India’s top three online matrimonial platforms, with strong presence in North and West India. Info Edge launched this in 1998. It operates on a subscription-based model and combines online and offline services.
3. Real Estate: 99acres.com – 99acres.com is India’s one of the largest online real estate marketplaces, covering major cities, agents, and developers founded in 2005.
4. Education: Shiksha.com – Shiksha.com is an online education classifieds platform helping students with academic and career guidance launched in 2008.
Q3 2025 Earnings
- Revenue from operations up 15 percent YoY to Rs 722.4 crore
- Total income jumps to Rs 915 crore
- Total expenses at Rs 480.7 crore
- EBITDA rose 20.5% to ₹290 crore in Q3 FY25 as against ₹240.5 crore in the same period a year back.
Financial Summary
| Amount in ₹ Cr | Q3 FY24 | Q3 FY25 | FY23 | FY24 |
| Revenue | 627 | 722 | 2,346 | 2,536 |
| Expenses | 444 | 457 | 1,997 | 1,825 |
| EBITDA | 240.5 | 290 | 232 | 1014 |
| OPM | 29% | 37% | 15% | 28% |
| Other Income | 186 | 193 | 431 | 821 |
| Net Profit | 119 | 288 | -70 | 595 |
| NPM | 18.98 | 39.89 | -2.98 | 23.46 |
| EPS | 11.68 | 18.72 | -8.31 | 44.46 |