Info Edge (India) Ltd, the parent company of job search platform Naukri.com, saw its shares surge by nearly 5 percent on April 8, 2025, following an impressive growth in standalone billings during the January-March quarter of FY25. The rally comes even as the stock had been on a decline earlier this year.

Strong Quarterly Performance

The company reported a 19 percent year-on-year rise in standalone billings, which reached ₹983.8 crore in the fourth quarter of FY25, compared to ₹826.9 crore in the same period last year (Q4FY24). This growth was driven primarily by the strength in recruitment solutions and real estate classifieds.

For the full financial year FY25, Info Edge’s standalone billings totaled ₹2,881.7 crore, up over 15 percent from the ₹2,495.9 crore reported in FY24.

Segment-Wise Growth Breakdown

Within its business verticals, Info Edge saw solid momentum:

• Recruitment solutions, the company’s core segment, reported billings of ₹740.3 crore, reflecting an 18 percent YoY rise.

• 99acres, its real estate classifieds platform, posted billings of ₹159.8 crore, a 22 percent YoY jump.

This growth reflects a positive demand trend across hiring and real estate markets, which are key contributors to Info Edge’s revenue.

Stock Market Reaction and Recent Performance

Following the announcement, Info Edge shares traded 4.5 percent higher at ₹6,684 apiece on April 8. This rise signals a strong investor response to the company’s performance metrics.

However, the stock had been under pressure in recent months:

• It has fallen over 2 percent in the last 5 trading sessions.

• Year-to-date (2025), the stock is down nearly 24 percent, making the latest uptick a welcome change for investors.

• It remains well below its 52-week high of ₹9,128.9, which it had touched on January 6, 2025.

Despite recent volatility, the billings performance could help restore some investor confidence.

Stock Split Announcement to Attract Retail Participation

In a move aimed at enhancing liquidity and encouraging retail participation, Info Edge had earlier, in February 2025, approved a stock split in the ratio of 1:5.

The company clarified that the stock split would lower the face value of each share, making it more accessible to smaller investors. This is a strategic decision designed to:

• Increase trading volume

• Improve stock affordability

• Expand retail investor base

The completion of the stock split is expected within two months from shareholder approval and regulatory clearances.

Industry Context and Strategic Positioning

Info Edge is one of India’s most prominent internet-based companies, with a portfolio that includes:

• Naukri.com – a leading job search platform

• 99acres.com – a real estate classifieds service

• Shiksha.com – an education-related platform

• Jeevansathi.com – a matrimonial site

The strong growth in recruitment and real estate verticals reflects broader macroeconomic recovery signals in India’s urban employment and property sectors.

The company’s digital-first business model has positioned it well in a competitive landscape, supported by consistent innovation and market leadership.

Analyst and Market Sentiment

Analysts have been closely watching Info Edge due to:

• Volatility in share price since early 2025

• Ongoing tech sector correction

• Heightened scrutiny on valuations and growth projections

But the Q4FY25 billings report coupled with the stock split announcement could act as short-term catalysts to revive investor interest.

Analysts believe:

• The strong quarterly performance could lead to earnings upgrades

• The stock split might improve market sentiment, particularly among retail traders

Yet, a sustained rally would depend on:

• Future revenue growth

• Profitability metrics

• Broader tech market trends

Financial Summary for Q4FY25 and FY25

Key Drivers Behind Q4FY25 Growth

Some of the major growth catalysts in this quarter include:

• Recovery in hiring across IT, BFSI, and tech sectors post temporary slowdown

• Real estate revival, particularly in urban markets driving 99acres

• Digital platform upgrades to enhance user experience and engagement

• Cost management strategies enabling margin protection amid expansion

Outlook for FY26

The strong performance in Q4 sets a positive tone for FY26. With ongoing economic revival and increased digitisation, Info Edge is expected to:

• Leverage its brand leadership in recruitment and classifieds

• Capitalize on increased job activity post general elections

• Enhance monetisation through premium features and partnerships

However, challenges remain:

• Macroeconomic uncertainties

• Increased competition from startups

• Tech-driven disruptions

The management's strategic focus on cost control, tech innovation, and expansion will be critical for future growth.

Conclusion

Info Edge’s Q4FY25 results signal a robust business momentum backed by strong growth in recruitment and real estate platforms. The stock split plan, aimed at widening investor participation, adds a positive dimension for retail shareholders. Despite the recent slump in stock price, this performance may mark the beginning of a renewed investor confidence in the company’s fundamentals and future potential.

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