Brokerage firm Nuvama Securities ne Info Edge, jo Naukri.com chalaati hai, par apna 'Buy' recommendation phir se de diya hai. Ye Q4 FY26 results aane ke baad hua hai aur unhone stock ke liye ₹961 ka target price set kiya hai.
Q4 FY26 Performance Ki Kahani
March quarter mein company ka consolidated net profit 11.48% badh kar ₹756 crore ho gaya, jo pichhle saal issi time ₹678 crore tha. Iska main reason recruitment solutions segment raha, jisme profit before tax mein lagbhag 21% ka zabardast jump aaya, jo ₹287.4 crore se ₹346.8 crore ho gaya year-on-year. Mazedaar baat yeh hai ki Info Edge ke liye sabse bada kharcha, employee expenses, same quarter aur pichhle saal ke comparison mein flat rahe.
Consolidated revenue from operations bhi 16% badh kar ₹869 crore ho gaya, jo pichhle saal ₹749.6 crore tha. Poore saal (FY26) ki baat karein toh net profit 34.5% badh kar ₹1,763 crore pahuncha, jo FY25 mein ₹1,310 crore tha. Annual revenue bhi 15.27% badh kar ₹3,285 crore ho gaya.
Brokerage Ki Nayi Outlook
Nuvama ko lagta hai ki billings mein moderate growth aane se revenue expansion thoda slow ho sakta hai. Lekin, company ke non-recruitment businesses growth ko support karte rahenge. Brokerage ka andaza hai ki margins bhi abhi ke levels par stable hi rahenge. Is outlook ko dhyan mein rakhte hue, Nuvama ne FY27E aur FY28E ke liye Earnings Per Share (EPS) estimates ko thoda sa, matlab 0.9% aur 0.7% se kam kar diya hai.
