Info Edge (India) Limited
9,413words
2turns
0analyst exchanges
4executives
Management on call
Sanjeev Bikhchandani
Founder & Vice Chairman
Hitesh Oberoi
Co-Promoter & Managing Director
Chintan Thakkar
Director & CFO
Vineet Ranjan
Head, Investor Relations
Key numbers — 40 extracted
Rs. 984 crore
19%
Rs. 687 crore
13%
Rs. 1,015 crore
Rs. 718 crore
3%
Rs. 231 crore
34%
Rs. 536 crore
15%
Rs.
532 crore
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Guidance — 20 items
INVESTOR RELATIONS
opening
“For the standalone business in Q4 of FY25, billings were Rs.”
INVESTOR RELATIONS
opening
“536 crores in Q4 of FY25, a YOY growth of 15%.”
INVESTOR RELATIONS
opening
“In Q4 of FY25, the cash generation from the recruitment business was Rs.”
INVESTOR RELATIONS
opening
“For the full year FY25, in the standalone business, billings were Rs.”
INVESTOR RELATIONS
opening
“1,318 crores in FY25, a YOY growth of 16%.”
INVESTOR RELATIONS
opening
“1,344 crores in FY25 and the non-recruitment businesses combined also generated a cash of Rs.”
INVESTOR RELATIONS
opening
“21 crores in FY25 vis-à-vis a cash loss of Rs.”
INVESTOR RELATIONS
opening
“EPS before exceptional items (net of tax and deferred tax) for FY25 stood at Rs.”
INVESTOR RELATIONS
opening
“Along with the interim dividend, the total dividend of FY25 is Rs.”
INVESTOR RELATIONS
opening
“In Q4 of FY25, billings grew by 18% to Rs.”
Risks & concerns — 5 flagged
Higher visa rejection rates for those aspiring to study in the US and a decline in job prospects for students abroad have reduced student interest.
— INVESTOR RELATIONS
What's the challenge in terms of getting the right product market fit here?
— INVESTOR RELATIONS
So, you don't think that it's reached some saturation point or is it in structural decline or something like that, given the leader, declining last year?
— INVESTOR RELATIONS
Because in general, I would have thought that with all these commentaries, the share of Resdex would start to meaningfully decline from here.
— INVESTOR RELATIONS
Hitesh Oberoi: I think the real challenge there is that when we sell to customers, we have a rate card, let's say, for data products, for AIRex, for branding, for a bunch of other offerings, IIM Jobs, Hirist, etc.
— INVESTOR RELATIONS
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Speaking time
1
1
Opening remarks
MANAGEMENT
Mr. Sanjeev Bikhchandani – Founder & Vice Chairman Mr. Hitesh Oberoi – Co-Promoter & Managing Director Mr. Chintan Thakkar – Director & CFO
INVESTOR RELATIONS
Mr. Vineet Ranjan - Head, Investor Relations Anand Bansal: Good evening, everyone. I am Anand Bansal and I am joined today by my colleague, Mr. Vineet Ranjan. Thank you for joining us. We will wait for a couple of minutes to allow more participants to log in. Vineet, we currently have over 100 participants on the call. Over to you to get us started. Vineet Ranjan: Thank you, Anand. Good evening, everyone. Welcome to Info Edge (India) Limited Q4FY25 earnings conference call. Joining us today from the management, we have Mr. Sanjeev Bhikchandani, Founder and Vice-Chairman, Mr. Hitesh Oberoi, Co-Promoter and Managing Director, Mr. Chintan Thakkar, Director and CFO. Before we begin, I would like to draw your attention towards the detailed disclaimer included in the presentation for good order's sake. Kindly note that this conference call is being recorded. All participant lines will be in listen-only mode and there'll be an opportunity for Q&A after the presentation concludes. Now, I'll ha
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