Info Edge ne Q2 FY27 ke numbers declare kar diye hain. Company ki billings **12.8%** badh kar **₹822.3 Crore** ho gayi hain, jiske peeche 99acres ka bada haath hai. Lekin, Shiksha segment mein **27.2%** ki girawat ne tension badha di hai.
99acres aur Matchmaking ne sambhala khel
Is baar Info Edge ke liye 99acres real estate platform ka performance kaafi solid raha. Is segment ki billings 21.2% jump karke ₹148.3 Crore tak pahunch gayi hain. Investors ke liye ye khushi ki baat hai kyunki company ka focus is division ko profit mein lane par hai. Saath hi, matchmaking business (Jeevansathi aur Aisle) ne bhi 23.1% ki zabardast growth dikhayi hai.
Naukri, jo company ka sabse bada revenue driver hai, usne 12.6% grow karke ₹613.8 Crore generate kiye hain. Management ka kehna hai ki agar client renewals ke timing adjustment ko dekhein, toh ye growth 14-15% ke aas-paas hai.
Shiksha par AI ki maar
Sab kuch acha nahi raha. Shiksha education portal ki billings 27.2% girkar sirf ₹20.5 Crore reh gayi hain. Iska main reason badalte internet habits hain—log ab traditional portals ke bajaye AI-powered search tools ka use kar rahe hain, jisse referral traffic kam ho gaya hai. Management ab business model badalne ki koshish kar rahi hai, par ye investors ke liye ek point of concern bana hua hai.
Portfolio ka kya scene hai?
Info Edge ka portfolio 130 se zyada companies mein hai, jaise ki Policybazaar aur Shiprocket. Ye investments company ki valuation mein bada role play karte hain, lekin inki complexity aur private companies ka transparency issue hamesha se ek challenge raha hai. Ab nazar is baat par hai ki kya 99acres ka profit, Shiksha ke loss ko offset kar payega ya nahi.