Discover and read the best of Twitter Threads about #InfoEdge
Most recents (10)
Our big story this week: Rahul Yadav's Broker Network burnt over INR 280 Cr in less than 18 months, and the founder is alleged to have built a web to syphon off funds from the #InfoEdge-backed company (1/n)
Read now: inc42.com/features/rahul…
@Inc42
Read now: inc42.com/features/rahul…
@Inc42
With #BrokerNetwork left with no money, employees who have not been paid since November 2022, have run into financial troubles as a result of the cash crunch
This is as much their story as it is of a financial web (below) alleged to have been spun by Yadav (2/n)
This is as much their story as it is of a financial web (below) alleged to have been spun by Yadav (2/n)
#InfoEdge Q3 22 Concall Highlights 💻🍔
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Consolidated Financials
1. Record Q3 Billing at ₹468.1 crore, up ~58% YoY. Billing including acquired operating businesses
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Consolidated Financials
1. Record Q3 Billing at ₹468.1 crore, up ~58% YoY. Billing including acquired operating businesses
(IIMjobs, Zwayam and DoSelect) at ₹486.4 crore, up ~60% YoY
2. YTD Billing ₹1184.6Cr a YoY growth of 61%.
3. Q3 Revenue at ₹403.3 crore, up ~48% YoY.
4. Adjusted PBT for Q3 stood at ₹2621.1Cr.
5. YTD Revenue at ₹1074.7 crore, up ~33% YoY.
2. YTD Billing ₹1184.6Cr a YoY growth of 61%.
3. Q3 Revenue at ₹403.3 crore, up ~48% YoY.
4. Adjusted PBT for Q3 stood at ₹2621.1Cr.
5. YTD Revenue at ₹1074.7 crore, up ~33% YoY.
6. Operating EBITDA stood at ₹212.1 Cr vs ₹68.2 Cr last year growth of 64.4% from Q3 2021 and 6% Q3 2020.
7. Operating expense excluding depreciation and amortization was ₹291.2 Cr up 42.7% YoY, primarily driven by advertising and promotion spends.
7. Operating expense excluding depreciation and amortization was ₹291.2 Cr up 42.7% YoY, primarily driven by advertising and promotion spends.
#results #earnings #Q3FY22
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
Long Thread on #InfoEdge 🎓🥘
Price : ₹ 5458
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1. COMPANY OVERVIEW
2. NAUKRI
3. 99ACRES
4. JEEVAN SATHI
5. SHIKSHA
6. INVESTMENT PORTFOLIO
7. INFO EDGE VENTURES
8. ZOMATO
9. POLICYBAZAAR
10.HAPPILYUNMARRIED
11. MERITNATION
12.OTHER INVESTMENTS
Price : ₹ 5458
Like & Retweet For Better Reach !!
1. COMPANY OVERVIEW
2. NAUKRI
3. 99ACRES
4. JEEVAN SATHI
5. SHIKSHA
6. INVESTMENT PORTFOLIO
7. INFO EDGE VENTURES
8. ZOMATO
9. POLICYBAZAAR
10.HAPPILYUNMARRIED
11. MERITNATION
12.OTHER INVESTMENTS
13.KEY HIGHLIGHTS
1. COMPANY OVERVIEW
➡️ The company was incorporated on May 1, 1995. INFO EDGE MAINLY has 4
core verticals, Recruitment(Naukri.com), Real Estate(99acres.com),
Matrimony(Jeevansathi.com), Education(Shiksha.com)
1. COMPANY OVERVIEW
➡️ The company was incorporated on May 1, 1995. INFO EDGE MAINLY has 4
core verticals, Recruitment(Naukri.com), Real Estate(99acres.com),
Matrimony(Jeevansathi.com), Education(Shiksha.com)
➡️Apart from this Info edge has a subsidiary named INFO EDGE VENTURES, it is an AIF i.e Alternative Investment Fund through which they invest in technology and technology enabled entities. They invest in early age start-ups as an pure investor & portfolio consists
What if stocks could talk to each other? 🤔
- but, only through memes 😉
Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets
#SBI to #YesBank -
- but, only through memes 😉
Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets
#SBI to #YesBank -
1) Creating a two-sided network requires both buyers and sellers to show up if they believe the other side will also be present. Once it is established, it actually becomes stronger as more participants from either side engage.
💎🔥 It's been 3 months since we launched @thecaptableco , and one development we’ve closely tracked & deeply reported on is Zomato’s IPO.
Why? Because Zomato’s IPO goes beyond what it means for the company. It drives the sentiment for the India's tech ecosystem.
#Thread
Why? Because Zomato’s IPO goes beyond what it means for the company. It drives the sentiment for the India's tech ecosystem.
#Thread
🚨 🚨 Scoop: Zomato will increase the size of its public markets capital raise, after receiving a positive response from institutional investors for its roadshows. lnkd.in/gUFcctC
💰 🧑🤝🧑 For those who may not have followed the IPO that closely, some background. @deepigoyal has flipped Zomato’s fortunes in 18 months, and the journey has not had it easy. lnkd.in/gjhDZ6i [Free read]
.@Zomato's IPO could make the company as valuable as one of its biggest investors – #InfoEdge - by @SanchDash
businessinsider.in/business/start…
businessinsider.in/business/start…
@Zomato @SanchDash #Zomato had recently got everyone’s attention with its latest funding rounds, and the gaze on the startup doubled as it was known to be a pre-IPO round. It's imminent listing sheds light on another company – its first and one of the biggest investors Info Edge.
@Zomato @SanchDash While #Zomato has a $3.5 billion valuation now, analysts at HSBC peg the valuation to hit $5 billion – which makes Zomato almost as big as its investor – Info Edge. #infoedge owns a 22.71% stake in Zomato and has been one of the earliest backers of the foodtech unicorn.
How does #InfoEdge work?
(Views are personal)
I think it works Like a PE fund.
1. It has a cash-cow company– Naukri and IIMJobs which forms over 70% of their revenues and generates positive EBITDA of around 55%. Naukri has 70% market share including global players like Linkedin
(Views are personal)
I think it works Like a PE fund.
1. It has a cash-cow company– Naukri and IIMJobs which forms over 70% of their revenues and generates positive EBITDA of around 55%. Naukri has 70% market share including global players like Linkedin
2. There are 3 more companies 99Acres, JeevanSaathi and Shiksha. However, none of these are profit making, currently.
3. It then uses the profits to invest into various other companies like Zomato, PolicyBazaar, Happily unmarried etc. (investments form 52% of their total assets)
3. It then uses the profits to invest into various other companies like Zomato, PolicyBazaar, Happily unmarried etc. (investments form 52% of their total assets)
Neither are the revenues reflected in its financials nor do they take an active participation in managing the business.
Zomato– A name that is common for all and not only known to the youth but to the elders as well. They currently hold 22.71% stake (have been reducing its stake)
Zomato– A name that is common for all and not only known to the youth but to the elders as well. They currently hold 22.71% stake (have been reducing its stake)
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
