Info Edge, the parent company of Naukri.com, has reported massive returns on its investments in Indian startups, with its portfolio now valued at ₹36,855 crore, nearly 9.3 times its initial investment of ₹3,959 crore.
Investment Success & Growth
- The company’s long-term bets on platforms like Zomato, PolicyBazaar, and Naukri have delivered a gross internal rate of return (IRR) of 36%, according to its FY25 annual letter to shareholders.
- Zomato and PolicyBazaar have emerged as breakout successes, with their combined market capitalization exceeding ₹2.5 lakh crore.
- Info Edge’s shareholding in these firms is valued at ₹31,500 crore as of March 31, 2025.
Phases of Investment Strategy
Info Edge’s journey as a financial investor has evolved through four distinct phases:
- 2007–2012: Early investments in Zomato and PolicyBazaar, which later became market leaders.
- 2012–2015: A cautious approach, focusing on supporting existing portfolio companies rather than new investments.
- 2016–2019: Renewed capital deployment in startups like Adda247 and Shipsy, with optimism about their future growth.
- 2019–Present: Institutionalizing efforts through the Info Edge Venture Fund (IEVF), backed by Temasek’s MacRitchie Investments, with a combined corpus of ₹3,422.94 crore.
Future Outlook
Info Edge continues to place deep-tech bets through its subsidiary Redstart Labs, with several portfolio companies showing strong revenue growth, profitability, and leadership in their respective sectors.
