In the past two fiscal years, consumer internet company information Edge has reduced investment in quantity. Data shows that the size of its investment checks has also been declining since the fiscal year.
Specifically, naukri.com's parent company made 18 venture capital investments in fiscal year 24 and 10 investments in fiscal year 25. By comparison, it invested in 21 new era technology companies in fiscal 23. If applicable, this data does not include any investments in the 2025 calendar year.
“Given that the natural tendency of early-stage investment is to be everywhere, rather than being multiple baggers, we said in a letter exchanged on Tuesday evening that Founder and Executive Vice Chairman Sanjeev Bikhandani said in a letter exchanged late Tuesday: “Where we can, we have a greater responsibility to assess risks, diversify or mitigate them when possible. ”
“The first checks we go to early stage companies are usually small, and we only do bigger checks when the company is progressing and the risk is low,” he said.
The company has invested heavily in startups such as PBFINTECH and ZOMATO, and its inspection size has also dropped. In FY25, the average check size for Info Edge investments was ₹139,600 million. In fiscal 20, ₹868,400 million.
To be sure, according to Info Edge data, Info Edge makes subsequent investments in some companies that exaggerate the number of early-stage investment votes.
After corrections to start valuation and operational headwinds over two turbulent two years, Info Edge said its portfolio is now stable.
“Over the years, we have invested in 111 companies, not including investing in startups in the space where Info Edge owns the business. Of these, 76 companies have co-investors or follow-up investors in institutions. Several of our real-time investments look like potential winners based on their growth, profitability and market share,” Bikhchandani said. ”
Info Edge began investing in early-stage technology startups in 2007. “If analyst reports are believed, this investment activity today is estimated to account for 30-40% of the company’s value – second only to Naukri.com’s contribution,” added Bhikchandani.
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Successful bets
Info Edge's successful bets include Zomato and Policy Bazaar, combined with excess market capitalization ₹2.5 trillion. “The value of our equity has ended ₹3.15 billion. “The company has invested in total ₹483.78 million and ₹The two companies are 59.14 billion respectively.
The company's existing investments have only doubled between 2012 and 2015, and has only started new bets in companies such as Adda247 and Shipsy from 2016 to 2019. In 2019, Info Edge established a venture capital fund, the Info Edge Venture Fund (IEVF), which was established in the form of SEBI-nocented AIF vehicles.
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Bikhchandani added: “Almost all of our money is through IPOs. We have not experienced large M&A transactions as potential exit activity in the Indian market.”
He also highlighted the need for start-ups to govern startups. He added: “One lesson we have learned from our natural beliefs and information edge experience is that good governance problems … good companies get higher multiples, easier to attract and retain talent, gain trust from customers and investors, and easier to find it to attract high-quality independent directors and be respected.”
Info Edge wrote the whole thing ₹After suspected suspicious transactions in the company's books, $53.2 billion was invested in Rahul Yadav's 4B network.
Information Edge shares traded on the National Stock Exchange by 1.5% on Wednesday ₹In a largely flat market, each is 1,376.
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