Info Edge runs Naukri.com, India's largest online job board, along with 99acres for property listings, Jeevansathi for matrimony and Shiksha for education, and it earns most of its revenue from employers and recruiters paying for job postings and candidate database access. The moat is network density: with a large candidate base, employers keep paying to reach it, and the company has held a dominant share of Indian online recruitment for years. The near-term story is the cyclical recovery in hiring and the monetisation of its newer verticals, with Naukri's revenue growth at 11.4% and an operating margin of 34.8%, both useful markers for judging whether the franchise is still compounding. The valuation is the obvious issue: at 49.4 times trailing earnings and 51.8 times forward, the stock prices in a lot of sustained growth and leaves little room for a hiring slowdown or competitive pressure from newer platforms. It merits a deeper look mainly to test whether 11% top-line growth can hold while margins stay near 35%, since the multiple depends on that combination.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ₹1105 | first publication | ₹1218 |
Answered from Info Edge (India) Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NAUKRI.NS Info Edge (India) Limited | ₹1186.50 | - | - | 49.4x | - | 95 | 62 |
| ZG Zillow Group Inc. Class A Common Stock | $34.05 | $26 | 33% above | 152.8x | 1.2% | 55 | 50 |
| Z Zillow Group Inc. Class C Capital Stock | $32.98 | $21 | 57% above | 143.4x | 1.2% | 55 | 52 |
| BZ KANZHUN LIMITED American Depository Shares | $16.46 | $17 | 6% below | 11.8x | 23.9% | 95 | 83 |
| G24.DE Scout24 SE | €84.95 | €46 | 84% above | 17.8x | 22.8% | 95 | 79 |
| CAR.AX CAR Group Limited | A$25.02 | A$15 | 64% above | 30.1x | 11.3% | 81 | 54 |
| 035720.KS Kakao | KRW 29950.00 | KRW 20231 | 48% above | 26.4x | 3.7% | 63 | 53 |
Where NAUKRI.NS ranks against its sector peers on each metric.