Info Edge (India) · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
IT companies have built up large benches with utilization rates recovering to pre-COVID levels after six quarters of decline. Any slowdown in IT hiring could impact the core Naukri business, which saw 12% growth from this segment.
Despite strong non-IT growth including BFSI in Q2, management noted some negative commentary and potential headwinds in BFSI, which has historically been a key vertical for Naukri.
Tighter visa restrictions for Australia and Canada, combined with fewer post-study job opportunities, have led to declining interest in Shiksha's study abroad segment despite steady 21% growth in domestic education business.
Housing.com continues aggressive spending, maintaining intense competition in the 99acres segment. Management noted no change in competitive dynamics despite 99acres improving performance over recent quarters.
