Info Edge

AHold

NAUKRI · NSE · Large Cap · Payments / Tech

Payments / Tech

Fetching live…

₹7,400

1D 0.0%1M 0.5%1Y 0%

Fundamental (RQ-100)

Technical (TQ-100)

Valuation

Market cap

₹95.0K Cr

Live decision ratingB+Sell / Avoid

Fundamental score breakdown

72/100

Growth Quality

14.4 / 20

Rev 1Y 12.0%, 3Y CAGR 18.0%, 5Y CAGR 12.0%

Margin & Profitability

15.0 / 15

EBITDA 28.0%, PAT 32.0%

Return on Capital

6.0 / 20

ROCE 10.0%, ROE 8.0%

Cash Flow Quality

13.0 / 15

OCF/EBITDA 0.90

Leverage

10.0 / 10

ND/EBITDA -8.00

Reinvestment

3.0 / 8

Capex/Sales 1.0%

Accounting

7.0 / 7

Governance

4.0 / 5

Technical score breakdown

47/100

Trend Structure

8.0 / 20

↓ 200 · ↓ 50 · ↓ 20

Momentum

8.0 / 15

1Y 0.0%, 1M 0.5%

Volume Dynamics

8.0 / 15

Vol30 —%

Relative Strength

8.0 / 15

1Y 0.0%

MA Cluster

5.0 / 10

Extension

5.0 / 10

—% from 50DMA

Volatility

4.0 / 8

Price Action

1.0 / 7

-100.0% from 52W H

Business

What this company actually does

Naukri + 99acres + Eternal/PB Fintech shareholder.

Stores

—

Dark stores

—

Cities

—

Listed status

Listed

Format exposure

How direct is this play?

Primary formatPayments / Tech

Exposure typeMeaningful

Revenue visibilityHigh

Operating leverage stageMaturity

Policy beneficiaryNone

Data confidenceMedium

Financial snapshot

Live · green dot = live, falls back to curated

Revenue

₹2.8K Cr

Rev 1Y growth

12%

Rev 3Y CAGR

18%

EBITDA margin

28.0%

PAT margin

32.0%

ROE

ROCE

10%

OCF/EBITDA

0.90

Net Debt/EBITDA

-8.0

Financial statements

Multi-year P&L, balance sheet, cash flow — scraped live from Screener.in

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Valuation

Live multiples + retail-specific (curated)

P/E

Forward P/E

EV/EBITDA

EV/Sales

36.0

P/B

6.0

FCF Yield

0.9%

Aggressive multiple. Needs flawless execution to justify.

Investment thesis

AI-generated · always cite sources before acting

Bull

Best-in-class 10% ROCE with 0.90 OCF conversion. Long-runway TAM with structural tailwinds.

Base

Earnings growth of ~20% over the next 3 years assuming margins hold. Multiple compression risk if growth slows; multiple expansion possible if Payments / Tech GMV outperforms.

Bear

Premium multiple has no margin for error. Format-level risk: regulation, gig-cess, or competitive pressure compress contribution margin.

Variant perception

Consensus views Info Edge as a quality compounder. Our differentiated take: the cyclical pessimism in Payments / Tech has overshot the long-term cash-flow potential.

Key monitorables

Quarterly EBITDA margin trajectory
Revenue growth vs management guidance
Capex vs store/dark-store adds
Promoter holding and ESOP dilution

Peers

Same primary format · sorted by market cap