NAUKRI / Q3-FY25 / risks

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Info Edge (India) · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ3-FY25 · 2025-01-22Back to quarter ↗

Risk intelligence

Material risks this quarter

IT Hiring Momentum May Be Stabilizing

Management noted IT hiring has stabilized after recovery rather than continuing to accelerate. The last two weeks of the quarter showed improvement but sustainability is uncertain.

medium

AI Efficiency Gains May Reduce Hiring Needs

IT companies are now publicly discussing GenAI-driven efficiency improvements that could disconnect revenue growth from headcount addition, potentially impacting Naukri's core monetization model.

medium

99acres New Launch Segment Weakness

Despite a hot real estate market, 99acres has limited presence in the new launch segment, which is dominated by Facebook, Instagram, and Google. This constrains revenue upside.

medium

EdTech Investment Impairment

Coding Ninjas investment impaired by INR 60 crore due to EdTech valuation corrections despite the business growing 30%+ YoY, reflecting ongoing portfolio valuation risk.

low